We are seeking a dedicated IFA Support Admin/PA to join our team. This role involves working closely with a Financial Adviser and other colleagues to deliver high-quality service to our clients. You will be responsible for preparing and maintaining client records and providing support on various client cases. This position is ideal for a well-organised candidate with strong IT skills and a keen in click apply for full job details
Feb 24, 2026
Full time
We are seeking a dedicated IFA Support Admin/PA to join our team. This role involves working closely with a Financial Adviser and other colleagues to deliver high-quality service to our clients. You will be responsible for preparing and maintaining client records and providing support on various client cases. This position is ideal for a well-organised candidate with strong IT skills and a keen in click apply for full job details
Quick Questions : Do you have Paraplanning experience? Have you worked in an Independent Financial Advice firm previously? Are you a detail-oriented and proactive Paraplanner looking to join a busy wealth management team? Benefits: 22 days holiday plus bank holidays; office closed over Christmas click apply for full job details
Feb 24, 2026
Full time
Quick Questions : Do you have Paraplanning experience? Have you worked in an Independent Financial Advice firm previously? Are you a detail-oriented and proactive Paraplanner looking to join a busy wealth management team? Benefits: 22 days holiday plus bank holidays; office closed over Christmas click apply for full job details
We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning groups. Known for its independent advice, strong values, and commitment to developing its people, the firm is recruiting within its Leicester office and looking for an experienced Paraplanner to join the team. If you enjoy problem-solving, producing high-quality technical work, and supporting advisers wi click apply for full job details
Feb 24, 2026
Full time
We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning groups. Known for its independent advice, strong values, and commitment to developing its people, the firm is recruiting within its Leicester office and looking for an experienced Paraplanner to join the team. If you enjoy problem-solving, producing high-quality technical work, and supporting advisers wi click apply for full job details
Paraplanner - CII, CISI, LIBF, Estate planning, Drawdown, Pension switching and replacement business initiatives. I am looking for multiple Paraplanners to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support a number of initiatives including - Estate planning, Drawdown, Pension switching and replacement business init click apply for full job details
Feb 24, 2026
Contractor
Paraplanner - CII, CISI, LIBF, Estate planning, Drawdown, Pension switching and replacement business initiatives. I am looking for multiple Paraplanners to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support a number of initiatives including - Estate planning, Drawdown, Pension switching and replacement business init click apply for full job details
Lifestyle Paraplanner / Technical Administrator North London Hybrid Working An established, independent financial planning firm in North London are looking to appoint an experienced Lifestyle Paraplanner / Technical Administrator as part of its continued growth. This is a career paraplanner opportunity within a modern, dynamic business that combines professional standards with a relaxed, collaborat click apply for full job details
Feb 24, 2026
Full time
Lifestyle Paraplanner / Technical Administrator North London Hybrid Working An established, independent financial planning firm in North London are looking to appoint an experienced Lifestyle Paraplanner / Technical Administrator as part of its continued growth. This is a career paraplanner opportunity within a modern, dynamic business that combines professional standards with a relaxed, collaborat click apply for full job details
Paraplanner - up to £40,000 dependent on qualifications and experience - Wallingford Be recognised for your technical expertise, progress your Paraplanning career within a firm where your work genuinely shapes advice outcomes. Frizzell Wealth Management in Wallingford is growing. This opportunity is ideal for a fully qualified Paraplanner who wants greater ownership of cases, exposure to high-value click apply for full job details
Feb 24, 2026
Full time
Paraplanner - up to £40,000 dependent on qualifications and experience - Wallingford Be recognised for your technical expertise, progress your Paraplanning career within a firm where your work genuinely shapes advice outcomes. Frizzell Wealth Management in Wallingford is growing. This opportunity is ideal for a fully qualified Paraplanner who wants greater ownership of cases, exposure to high-value click apply for full job details
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 target deadlines Recommendations to include: Retirement Planning (including transfers and Drawdowns) Investment Planning Protection IHT/Trust planning Business planning Ensure all client work and documents (client fact find, Illustrations etc) are compliant and supported with relevant paperwork Undertake comparative research in preparation of client recommendations Ensure all client queries are appropriately investigated and accurate responses given Part of the role will include administration support requesting additional Letter of Authority information, Business Submission Work as part of a wider team in order to ensure an exceptional client experience and high-quality advice it provided to all our clients LOCATION & COMMITMENTS Permanent, full-time position Based at our office, approximately 2 miles from Derby City Centre Overtime may be required during busy periods (e.g. end of tax year/end of the year) CANDIDATE REQUIREMENTS Attained the Level 4 CII Diploma (or equivalent) Experience of FE Analytics, Voyant and Salesforce/Aptus are advantageous Good understanding of financial products and services Strong analytical skills, specifically analysing records and providing detailed technical commentary Strong organisational skills (e.g. managing an effective and efficient workload and often working on multiple cases at one time) Team fit is important to us as we are a small team, we have a positive approach to work and life and are therefore looking for like-minded individuals A good understanding of the administration and support side of Paraplanning (e.g. business submission and preparation of Presentation Packs), as well as preparing reports and relevant documentation If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Feb 24, 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 target deadlines Recommendations to include: Retirement Planning (including transfers and Drawdowns) Investment Planning Protection IHT/Trust planning Business planning Ensure all client work and documents (client fact find, Illustrations etc) are compliant and supported with relevant paperwork Undertake comparative research in preparation of client recommendations Ensure all client queries are appropriately investigated and accurate responses given Part of the role will include administration support requesting additional Letter of Authority information, Business Submission Work as part of a wider team in order to ensure an exceptional client experience and high-quality advice it provided to all our clients LOCATION & COMMITMENTS Permanent, full-time position Based at our office, approximately 2 miles from Derby City Centre Overtime may be required during busy periods (e.g. end of tax year/end of the year) CANDIDATE REQUIREMENTS Attained the Level 4 CII Diploma (or equivalent) Experience of FE Analytics, Voyant and Salesforce/Aptus are advantageous Good understanding of financial products and services Strong analytical skills, specifically analysing records and providing detailed technical commentary Strong organisational skills (e.g. managing an effective and efficient workload and often working on multiple cases at one time) Team fit is important to us as we are a small team, we have a positive approach to work and life and are therefore looking for like-minded individuals A good understanding of the administration and support side of Paraplanning (e.g. business submission and preparation of Presentation Packs), as well as preparing reports and relevant documentation If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Are you an experienced Paraplanner who enjoys producing high-quality, technically robust work and being a trusted partner to advisers? If you're looking for a role where your expertise is genuinely valued - not just a back-office function - this could be your next move. Brook Street Recruitment is working on behalf of a well-established and highly regarded Financial Services firm based in Belfast click apply for full job details
Feb 23, 2026
Full time
Are you an experienced Paraplanner who enjoys producing high-quality, technically robust work and being a trusted partner to advisers? If you're looking for a role where your expertise is genuinely valued - not just a back-office function - this could be your next move. Brook Street Recruitment is working on behalf of a well-established and highly regarded Financial Services firm based in Belfast click apply for full job details
The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports. The Day-to-Day: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable Create and lead training for other groups within the firm as needed Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Experience working with accuracy and ability to organise/time-manage Quantitative in nature Ability to work under pressure and in a dynamic team environment Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles Exceptional understanding of client suitability It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Feb 23, 2026
Full time
The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports. The Day-to-Day: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable Create and lead training for other groups within the firm as needed Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Experience working with accuracy and ability to organise/time-manage Quantitative in nature Ability to work under pressure and in a dynamic team environment Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles Exceptional understanding of client suitability It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
The Opportunity: The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and expected to conduct fact finding discussions, write suitability reports, and deliver the advice to clients. The Day-to-Day: Evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation. Review and formulate plans for clients with highly specialised situations. Review clients' existing pension, investment bond and trust arrangements to determine whether a transfer/surrender is suitable. Prepare written proposals and recommendations for transfers on a variety of advice topics. Some client exposure including conduct fact finding calls with clients and communicating or presenting advice to clients directly, if desired. Work with other departments to provide best client outcomes through developing new resources and providing training. Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Very strong understanding of Financial Planning principles and client suitability Experience working with accuracy and ability to organise/time-manage Quantitative in nature It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Feb 23, 2026
Full time
The Opportunity: The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and expected to conduct fact finding discussions, write suitability reports, and deliver the advice to clients. The Day-to-Day: Evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation. Review and formulate plans for clients with highly specialised situations. Review clients' existing pension, investment bond and trust arrangements to determine whether a transfer/surrender is suitable. Prepare written proposals and recommendations for transfers on a variety of advice topics. Some client exposure including conduct fact finding calls with clients and communicating or presenting advice to clients directly, if desired. Work with other departments to provide best client outcomes through developing new resources and providing training. Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Very strong understanding of Financial Planning principles and client suitability Experience working with accuracy and ability to organise/time-manage Quantitative in nature It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details
Feb 21, 2026
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details
Financial Services Administrator (Pensions / Investments) Guildford £35,000 - £40,000 + training / development opportunities + progression (to paraplanner or advisor positions) + private medical insurance + flexitime + 25 days holiday Are you an administrator, and experience working within Pensions / Investments, looking for a new role with a specialist pensions administrator, where you will be in click apply for full job details
Feb 21, 2026
Full time
Financial Services Administrator (Pensions / Investments) Guildford £35,000 - £40,000 + training / development opportunities + progression (to paraplanner or advisor positions) + private medical insurance + flexitime + 25 days holiday Are you an administrator, and experience working within Pensions / Investments, looking for a new role with a specialist pensions administrator, where you will be in click apply for full job details
Paraplanner - from £36,000 to £45,000 salary (based on experience) - Chester, CH1 1QQ Note: for a Chartered Financial Paraplanner a salary of up to £50K. Imagine working in a role where your skills truly shape financial futures-and you still get home on time click apply for full job details
Feb 21, 2026
Full time
Paraplanner - from £36,000 to £45,000 salary (based on experience) - Chester, CH1 1QQ Note: for a Chartered Financial Paraplanner a salary of up to £50K. Imagine working in a role where your skills truly shape financial futures-and you still get home on time click apply for full job details
Paraplanner (Financial Services) £40,000 - £50,000 + Pension + 33 Days Holiday + Bonus + Training + European Weekends Away Bordon, Hampshire Are you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' holiday, and the opportunity to earn an annual bonus? On offer is the opportunity to join a well-establ click apply for full job details
Feb 20, 2026
Full time
Paraplanner (Financial Services) £40,000 - £50,000 + Pension + 33 Days Holiday + Bonus + Training + European Weekends Away Bordon, Hampshire Are you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' holiday, and the opportunity to earn an annual bonus? On offer is the opportunity to join a well-establ click apply for full job details
Oakley Recruitment is working in partnership with an expanding organisation based in Birmingham. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis Culture and Environment Our clients culture is vibrant and driven. Following a recent restructure, they are entering an exciting period of growth, making this a fantastic opportunity to join a dynamic and c click apply for full job details
Feb 20, 2026
Full time
Oakley Recruitment is working in partnership with an expanding organisation based in Birmingham. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis Culture and Environment Our clients culture is vibrant and driven. Following a recent restructure, they are entering an exciting period of growth, making this a fantastic opportunity to join a dynamic and c click apply for full job details
Paraplanner (Trainee or Qualified) Location: Bedford (MK44) Salary: £32,000- £45,000 per annum (Dependent on Experience) Contract: Permanent / Full-time Are you an enthusiastic Paraplanner eager for your next role? Could you fulfil a vital support function within a busy office? You will be providing technical expertise to support and assist in the provision of financial advice to our existing and prosp click apply for full job details
Feb 20, 2026
Full time
Paraplanner (Trainee or Qualified) Location: Bedford (MK44) Salary: £32,000- £45,000 per annum (Dependent on Experience) Contract: Permanent / Full-time Are you an enthusiastic Paraplanner eager for your next role? Could you fulfil a vital support function within a busy office? You will be providing technical expertise to support and assist in the provision of financial advice to our existing and prosp click apply for full job details
Our client is seeking a Financial Planner in Kenilworth area to join their IFA team and benefit from a competitive salary and generous monthly bonus based on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus click apply for full job details
Feb 20, 2026
Full time
Our client is seeking a Financial Planner in Kenilworth area to join their IFA team and benefit from a competitive salary and generous monthly bonus based on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus click apply for full job details
Part Time Paraplanner / Trainee Financial Adviser Financial Advice Business Looking to bring your financial planning expertise to a flexible role where you can make a real impact? This is a fantastic opportunity to join a small, values-led wealth management business that prides itself on personal service, integrity, and long-term client relationships click apply for full job details
Feb 19, 2026
Full time
Part Time Paraplanner / Trainee Financial Adviser Financial Advice Business Looking to bring your financial planning expertise to a flexible role where you can make a real impact? This is a fantastic opportunity to join a small, values-led wealth management business that prides itself on personal service, integrity, and long-term client relationships click apply for full job details
We are seeking a dedicated and experienced Paraplanner to join our client's team in Exeter on a permanent basis. In this role, you will play a vital part in preparing comprehensive client reports, assisting with financial plan development, and supporting the annual planning meeting process. You will work closely with financial advisers to ensure clients' needs are accurately understood and met, c click apply for full job details
Feb 19, 2026
Full time
We are seeking a dedicated and experienced Paraplanner to join our client's team in Exeter on a permanent basis. In this role, you will play a vital part in preparing comprehensive client reports, assisting with financial plan development, and supporting the annual planning meeting process. You will work closely with financial advisers to ensure clients' needs are accurately understood and met, c click apply for full job details
Job Category: Technical Specialist / Manager Location: Birmingham, GB, B4 6AT Date: 16 Feb 2026 Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK's most responsible wealth manager. We see it as our responsibility to invest for everyone's tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly. Team Description Birmingham Financial Planning team works as part of regional hub with Cheltenham, Bristol and Exeter Offices. Based in Birmingham there is an existing team including financial planners, paraplanners and other support staff. Working collegiately with the wider office function and South West Offices. Description of role & key responsibilities Provide financial planning and investment advice in all key areas of expertise to new and existing clients of the firm. Manage key Investment Management relationships with Financial Planning. To promote holistic financial planning to the business and to clients directly. To promote the wealth and investment proposition for Investec including Discretionary Investment Management. Help build and develop strategic relationships both internally and externally, contributing to the growth of the business in terms of assets under advice and assets under management contributing to the growth in overall office and business revenue. To consider the opportunities to add value to a client relationship with the services from the wider Rathbones Group. Core skills and knowledge High level of technical knowledge required in all aspects of financial planning. Good investment knowledge. Proven track record in winning and retaining business. To support other financial planners, paraplanners and support team within the office to ensure the team is developing both from a personal and professional perspective. To lead the team with regards to managing, maintaining and growing the team and office business revenue. Fully qualified with Chartered status (or equivalent). May suit a Wealth Planner with strength in the area of advice Can demonstrate alignment with the client centric ethos of the firm Embedded in our culture is a sense of belonging and inclusion. To share this responsibility to support an environment in which everyone is free to express themselves. Ideally qualification & experience of Defined Benefit Pension Scheme transfers. Needs to be able to manage time effectively. Timely servicing of existing clients and meet deadlines. Strong relationships required with peers and the ability to build relationships. Empathetic approach to team members and a rapport within the wider FP and Investment Management business. Ability to maintain own CPD and technical excellence whilst handling client duties. Ability to promote Financial Planning / Wealth Planning in the most positive light. Ability to engage in dialogue with investment managers and team leaders within Birmingham office and financial planners across the region. Calm, methodical and with a long term commercial view. Able to work well within a team environment. To mentor colleagues to help with organic growth and sustainability. Able to quickly build trust and confidence in all business relationships. Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values - those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus. We're a Level 1 Disability Confident employer under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via to let us know what adjustments you may need.
Feb 18, 2026
Full time
Job Category: Technical Specialist / Manager Location: Birmingham, GB, B4 6AT Date: 16 Feb 2026 Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK's most responsible wealth manager. We see it as our responsibility to invest for everyone's tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly. Team Description Birmingham Financial Planning team works as part of regional hub with Cheltenham, Bristol and Exeter Offices. Based in Birmingham there is an existing team including financial planners, paraplanners and other support staff. Working collegiately with the wider office function and South West Offices. Description of role & key responsibilities Provide financial planning and investment advice in all key areas of expertise to new and existing clients of the firm. Manage key Investment Management relationships with Financial Planning. To promote holistic financial planning to the business and to clients directly. To promote the wealth and investment proposition for Investec including Discretionary Investment Management. Help build and develop strategic relationships both internally and externally, contributing to the growth of the business in terms of assets under advice and assets under management contributing to the growth in overall office and business revenue. To consider the opportunities to add value to a client relationship with the services from the wider Rathbones Group. Core skills and knowledge High level of technical knowledge required in all aspects of financial planning. Good investment knowledge. Proven track record in winning and retaining business. To support other financial planners, paraplanners and support team within the office to ensure the team is developing both from a personal and professional perspective. To lead the team with regards to managing, maintaining and growing the team and office business revenue. Fully qualified with Chartered status (or equivalent). May suit a Wealth Planner with strength in the area of advice Can demonstrate alignment with the client centric ethos of the firm Embedded in our culture is a sense of belonging and inclusion. To share this responsibility to support an environment in which everyone is free to express themselves. Ideally qualification & experience of Defined Benefit Pension Scheme transfers. Needs to be able to manage time effectively. Timely servicing of existing clients and meet deadlines. Strong relationships required with peers and the ability to build relationships. Empathetic approach to team members and a rapport within the wider FP and Investment Management business. Ability to maintain own CPD and technical excellence whilst handling client duties. Ability to promote Financial Planning / Wealth Planning in the most positive light. Ability to engage in dialogue with investment managers and team leaders within Birmingham office and financial planners across the region. Calm, methodical and with a long term commercial view. Able to work well within a team environment. To mentor colleagues to help with organic growth and sustainability. Able to quickly build trust and confidence in all business relationships. Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values - those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus. We're a Level 1 Disability Confident employer under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via to let us know what adjustments you may need.
