50 jobs found

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

Paraplanner Salary: £35k to £50k Plus up to 7 percent annual bonus, paid every 6 months Location: Heaton Mersey with hybrid after probation Hours: 34.5 per week, flexible start between 8 and 10 A role built around flexibility, progression, and doing high quality work. If you're an experienced paraplanner who enjoys real involvement in the advice process and working with a team that values what you do, this role offers the balance and autonomy you're probably looking for. - A short probation period in the office - Hybrid once signed off (most do 1 day in, some prefer more) - A 34.5 hour working week - Flex start between 8 and 10 - A team who actually values the paraplanning function This is paraplanning done properly. What you'll be doing You'll be central to how advice is built and delivered across the firm, working closely with advisers and the operations team. Your day to day includes: Product research, solution design, and full suitability report writing Portfolio analysis across pensions, investments, and drawdown Investigating client needs and shaping advice with advisers Preparing accurate documents, letters, and technical summaries Reviewing and validating adviser information for compliance Working with internal analytical models to assess existing portfolios Supporting ongoing project work led by the Paraplanning Manager Providing technical guidance to the admin team Occasionally covering client calls when the team needs support Staying sharp through ongoing technical learning and market awareness You'll never be asked to give regulated advice, but you will be hands-on in everything that sits behind it. What we're looking for Experience in a dedicated paraplanning role Level 4 ideal, though part-qualified considered with full support Confident with industry systems and research tools Detail focused with strong written communication A proactive, curious mind that enjoys problem solving Comfortable asking questions and challenging unclear advice Warm, collaborative, and happy in a team environment Why this firm? Because the environment is built to help you thrive. Hybrid working once probation is passed Shorter working week (34.5 hours) Flex-start mornings Clear progression and technical development A genuinely friendly, fun, and supportive team You work where the rest of the team work: same desks, same tools, same environment Leadership that values paraplanners and invests in them If you're looking for a paraplanner role that blends balance, flexibility, and serious technical involvement, this could be a brilliant fit.

Paraplanner Location: Gloucestershire Contract: Permanent Salary: 40,000 - 60,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Gloucestershire for a Paraplanner to join the team on a permanent basis. The postholder will provide various support functions for the Wealth Managers and Financial Advisors. The postholder will play a key role in preparing high-quality client reports, conducting technical research, and ensuring all recommendations are accurate, compliant, and aligned with client objectives. Candidate Criteria Previous experience of working within a Paraplanning role, ideally within a similar size IFA firm. Experience of supporting Financial Advisors and preparing the correct documentation for clients Strong IT skills, including experience with financial planning software Excellent report writing skills and attention to detail If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.

Paraplanner £40,000 DOE South Manchester Based 4 Days Working From Home Staff Benefit Scheme Are you a technical and motivated Paraplanner looking for a better work like balance? Then this Paraplanning opportunity could be for you! As an integral part of the support team, you will work closely with financial advisers to provide research, analysis, and report writing. Your role will be key in delivering a professional and efficient service to both advisers and their clients, ensuring the highest standards of financial advice and support. The business is a progressive UK-wide independent financial advice business, with offices all over the UK. They work in dynamic and ever-changing markets, and assist their corporate and personal clients in making informed financial decisions by providing independent financial advice that is carefully tailored to meet their individual needs. Key Responsibilities: Client Analysis: Understand clients' financial situation, objectives, and risk profiles. Research & Support: Conduct research on financial products, solutions, and cashflow modelling. Recommendation Reports: Prepare suitability reports and ensure all paperwork is accurate and in compliance with company procedures. Maintain Client Records: Keep up-to-date records on the back-office system and manage relevant documentation. Collaboration: Work with financial advisers to clarify recommendations and assist with remedial actions. Key Skills & Experience: Experience in a Paraplanning or similar support role. Strong analytical skills and knowledge of financial planning tools. Excellent communication and attention to detail. Ability to manage tasks efficiently and adhere to compliance standards.

Job Title: Paraplanner Salary: £35,000+DOE About the Company Established financial advice firm with 14 experienced advisors working on a pooled basis New modern offices with free onsite parking Supportive, professional, and growth-focused culture About the Role Support advisors with the preparation of suitability reports and annual financial reviews Work closely with colleagues to maintain high standards of compliance and client service Opportunity to grow into a fully qualified paraplanner and beyond, with structured development support What We Are Looking For Level 4 part-qualified Experience preparing suitability reports and annual financial reviews Excellent organisational and communication skills Team-oriented approach with ability to manage multiple tasks effectively What We Offer Salary of £35,000+ 2 days per week working from home (more office presence required during 6-month probation) Full study support towards qualifications New modern office space with free onsite parking Collaborative environment with 14 advisors Clear career progression pathway within the firm

Case Manager & Senior Case Manager (Paraplanner) Location: Office-based Salary: £30,000 (Case Manager) / £40,000 (Senior Case Manager) System: Salesforce A growing wealth management firm with a specialist elite sports division is expanding its support team. The business operates differently to large networks and has a strong focus on training, development and long-term progression . We are now hiring for two roles within the same team: 1️ Case Manager (Admin Support) Salary: Up to £30,000 Responsibilities: Administrative support across the full client journey Manage case progress and documentation Liaise with clients and providers Maintain accurate records in Salesforce Prepare paperwork and correspondence Ideal for: Someone with financial services admin experience, strong attention to detail and confidence in a fast-paced office environment. 2️ Senior Case Manager (Paraplanner) Salary: Up to £40,000 Responsibilities: Technical research and analysis Prepare suitability reports Support advisers with planning strategies Conduct product and fund research Ensure compliance and maintain case records in Salesforce Ideal for: An experienced paraplanner or senior technical admin looking to progress in a development-focused environment. Why Join? Strong training and development culture Unique exposure to elite sports clients Office-based team environment Clear progression opportunities Bonus scheme available

Are you looking to start or grow your career in financial services? Do you have strong administration skills and great communication? Would you enjoy working as part of a hardworking, sociable office-based team? Our client is a long-established Independent Financial Advice firm based in Stratford upon Avon, supporting clients with pensions, investments, and wider financial planning across Warwickshire and the surrounding areas. Due to continued growth, they are looking for a Junior IFA Administrator to join their close-knit team. In this role, you will provide administrative support to the advisers and paraplanners, with full training given on systems and processes. You will be involved in data entry, valuations, new business administration and client contact, making this a great opportunity for someone who enjoys detail, organisation and speaking with people. Main Responsibilities: Enter and maintain accurate client data on Intelligent Office Produce client valuations and update schedules and records Support the processing of new business as you gain experience Answer incoming telephone calls and act as a first point of contact for clients Greet clients on arrival and assist with meeting preparation where required Handle general administration tasks to support advisers and paraplanners Scan, file and maintain documentation in line with internal procedure Learn and follow set processes for new business and client work Gradually develop towards basic report preparation as your knowledge grows Skills and Experience: Previous administration experience is preferred Strong written and spoken English, with clear and confident communication skills Comfortable speaking with clients on the phone and in person Process driven, pragmatic and able to follow step by step procedures High attention to detail and accuracy when working with data and documents Competent user of Microsoft Word, Excel and Outlook Experience within financial services or with Intelligent Office is desirable but not essential Additional Information: Office based, Monday to Friday, 9am to 5pm with a 1 hour lunch break 35 hour working week Full training provided by experienced team members Friendly, sociable and supportive team environment If you would like to apply for this opportunity, please submit an up-to-date CV including details about your current or most recent salary and your availability or notice period. You can also call Daniel Marlow on (phone number removed) for a discreet and confidential discussion about the role. Alternatively, click on the link and go to my contact information: (url removed)/

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & expansion, there has never been a better time to join them than now. This newly created Paraplanner role is available for a highly skilled, competent and experienced individual to work with their Maidstone regional hub, one of 50+ national offices. Responsibilities: Compiling detailed financial planning reports for the Financial Planners to present to clients Support the Financial Planners by conducting research on products and helping find the right solutions for clients Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries Arranging for plans to be submitted to company providers Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements: Experience in a financial advice firm and paraplanner skills is essential. Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses, 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary reviews, Staff awards, Study support for professional industry exams, Adviser Academy if desired, Progression, Holiday Purchase Scheme, Life Assurance, Private pension, Corporate Eyecare cover, Flex/Hybrid working. This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response

Are you an experienced IFA Administrator or Paraplanner looking for a more autonomous role? Do you enjoy managing cases from paraplanning through to business submission? Would you like to work closely with an MD in a focused, supportive and long established financial planning firm? Our client is a reputable Independent Financial Advice firm with over 35 years of experience supporting clients across pensions, investments and wider financial planning. Due to business growth, they are looking for a Senior IFA Administrator or Paraplanner to join their team and take ownership of technical case management and client support. In this role, you will work in a full 360 capacity, handling everything from paraplanning tasks through to business submission. You will liaise directly with the MD and their clients, manage your own workload, and ensure cases progress efficiently and accurately. Main Responsibilities: Handle full case management from paraplanning through to business submission • Produce detailed suitability reports once trained on internal systems • Liaise directly with the MD and provide high quality client communication throughout • Manage client queries, valuations and documentation in a timely and organised manner • Complete CGT calculations, chargeable event gains and tax planning tasks (tools provided) • Maintain accurate records within Intelligent Office • Prioritise tasks independently and ensure cases are progressed efficiently • Support wider technical and administrative tasks as required • Follow internal processes to ensure compliance and accuracy on all client work Skills and Experience: Previous experience in IFA administration, paraplanning or a technical support role • Strong report writing experience is essential • Good understanding of CGT, chargeable events and tax planning • Confident communicator with the ability to liaise professionally with clients and the MD • Robust, focused and able to manage your own workload without close supervision • Excellent attention to detail and strong organisational skills • Competent user of Microsoft Word, Excel and Outlook • Familiarity with Intelligent Office is desirable though not essential Additional Information: Office based, Monday to Friday, 9am to 5pm with a 1 hour lunch break • Salary growth and internal progression based on performance and contribution • Not suitable for someone looking to progress into advising within the next 4 years • Supportive and focused team culture If you would like to apply for this opportunity, please submit an up to date CV including details about your current or most recent salary and your availability or notice period. You can also call Daniel Marlow on (phone number removed) for a discreet and confidential discussion about the role. Alternatively, click on the link and go to my contact information: (url removed)/

Overview An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Warwick. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients. Responsibilities Processing new business applications across various providers and platforms Preparing valuation reports and performance documentation ahead of client reviews Producing review checklists and coordinating documentation for adviser meetings Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports Running risk profiler results and supporting fund research using FE Analytics Assisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirements Processing fund switches directly with providers or via platforms and tracking progress Preparing bi-annual valuation reports and post-review summaries for clients Handling client withdrawal instructions and ensuring proper written consent and authentication procedures are followed Maintaining ongoing client communication to keep them informed of progress Qualifications Previous experience within an Independent Financial Adviser (IFA) environment is essential Strong understanding of financial products, platforms, and regulatory requirements High attention to detail, excellent organisational skills, and the ability to prioritise workloads effectively Proficient in Microsoft Office and financial systems such as FE Analytics Strong communication skills, both verbal and written A proactive and client-focused approach Benefits Competitive salary up to £32,000 Bonus potential based on performance Hybrid and flexible working options available Free on-site parking Company pension contribution Supportive and collaborative office environment Opportunities for training and career development This is a fantastic opportunity to join a professional team where your experience and contribution will be truly valued. If you're looking to take the next step in your financial services career, we'd love to hear from you. 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.

Are you a skilled Paraplanner looking for your next opportunity? Join a dynamic and thriving financial planning team where your expertise will directly support the delivery of exceptional client solutions. Responsibilities: Compile compliant case files, including data gathering, provider liaison, analysis of existing arrangements, whole-of-market research, suitability reports, and application submissions. Manage and prioritise your workload to meet specified deadlines. Ensure accuracy, attention to detail, and impeccable grammar and spelling in all tasks. Requirements: Minimum of 2 years' Paraplanning experience within an independent financial advice practice. Advanced pensions experience is highly desirable, particularly with pre-, at-, and post-retirement planning, including drawdown, pension switching, SIPPs, and SSAS. Familiarity with tools such as Iress XPLAN, Defaqto Engage, CashCalc, Assureweb, O&M Pension Profiler, ATEB Suitability, and Microsoft Office (Word and Excel). Strong organisational and communication skills, with the ability to work independently. Benefits: Competitive salary of up to 45,000 (depending on experience and qualifications). 25 days holiday plus bank holidays. Flexible working hours with a core time system to fit your schedule. Company pension scheme. Death in Service Life Insurance. Optional private healthcare scheme. Apply now or contact Luke at Brook Street for more information! Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

Our client is seeking an experienced and organised Investment Administrator to join their dynamic financial services team. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys providing excellent client support while working with a variety of financial products. Company Benefits: Competitive salary reflecting experience and ability. Pension scheme and medical insurance. Support for personal development, including exam guidance, study leave and costs covered. Internal training to understand systems, products and processes. Time off for CPD and relevant professional events. Experience and Skills Requirements Familiarity with back-office investment systems and platforms. Experience with fund switch reports and investment review processes. Minimum CF1 (or equivalent) qualification. At least 2 years experience dealing directly with clients in financial services. Good knowledge of pensions, investments, life assurance and mortgages. Key Responsibilities: Provide administrative support throughout the sales and client review process. Prepare and manage regular client investment reviews. Communicate effectively with clients via phone, email and letters. Demonstrate initiative and sound judgment when handling administrative tasks. Maintain well-organised client files and accurate records. Understand and follow compliance procedures, including anti-money laundering, data protection and treating customers fairly. Process new business applications and ensure documentation accuracy. Manage incoming and outgoing post efficiently. Support paraplanners in preparing suitability reports, including factfinds, risk assessments and illustrations. Work with investment platforms and interpret fund valuations in client portfolios. Attend internal and external training as required and stay up-to-date with relevant regulations. Undertake other duties as reasonably requested. If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Job Title: Paraplanner Location: Leicester (primarily office-based with hybrid flexibility) Pay rate/Salary (salary for perm roles): £35,000 - £45,000 (DOE) Hours of Work: Full-time Type: Permanent Start Date: Immediately (flexible for notice periods) We are hiring for a Paraplanner that is experienced in providing technical financial planning support, conducting research, and preparing suitability reports in Leicester. This is a professional, award-winning Chartered Financial Planning environment, and you will be helping the business support clients with retirement planning, investment strategy, and long-term financial planning. Duties of a Paraplanner In this role you will be working in the Financial Planning team to deliver high-quality technical support to Financial Advisers. Reporting to the Financial Planning Manager, you will be responsible for: - Conducting research and analysis - Preparing compliant suitability reports - Analysingfinancial data and modelling client scenarios - Assisting in the development of personalisedfinancial plans - Staying updated with legislation, market trends, and regulatory requirements Skills and experience of a Paraplanner As a Paraplanner, you need have experience with: - Strong knowledge of financial planning and investments - Excellent analytical and report-writing skills It would be beneficial to the Paraplanner role if you also had: - Level 4 Diploma in Financial Planning (or working towards) - Progress toward Chartered status - Experience with financial planning software (e.g., IRESS Xplan) About the Client Our client is an award-winning Chartered Financial Planning firm that provides bespoke, independent financial planning to clients nationwide. They are looking for a Paraplanner to join their team on a permanent basis. You'll be joining a supportive, established team within a professional office environment, with some flexibility for hybrid working. Next Steps: Apply to this Paraplanner role through this advert. If you would like more information about this role, please contact our Commercial team on (phone number removed). If successful, you will need to digitally register with our agency (if you haven't already done so). If you have not been contacted regarding your application within 7 days please assume that you have not been successful. We will however retain your application for any future roles for which you may be suitable. About Regional Recruitment Services - A Recruitment Agency in Leicester This position is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency that has been operating since 2008. We offer permanent, temporary and contract jobs within the Commercial, Construction, Industrial and Engineering sectors. To view all of our positions available throughout the United Kingdom, please visit our website.

Financial Services Administrator Location: Liverpool City Centre Salary: Up to 30,000 (DOE) Hours: Monday to Friday - 37.5 hours per week Contract: Full time, permanent We are seeking an experienced Financial Services Administrator to join a professional team in Liverpool City Centre. This role offers an excellent opportunity for someone with UK financial services experience to play a pivotal part in supporting advisers, managing client administration, and contributing to the overall efficiency of the team. The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous). Key Responsibilities: Act as the first point of contact for clients and providers. Handle client queries with professionalism and empathy. Prepare and maintain accurate client records, valuations, and performance summaries. Coordinate paperwork for fund switches, withdrawals, transfers, and provider transactions. Support implementation of investment, pension, and estate planning cases. Build and dispatch review packs and suitability letters with precision. Manage back-office systems and ensure clean, accurate data. Liaise with advisers, paraplanners, clients, and providers to keep cases moving. What's On Offer: Salary up to 30,000 (DOE). 33 days holiday (including Bank Holidays). Pension scheme with employer contributions. Full support toward exams and professional development. A values-led culture that puts people and clients first. A growing firm full of opportunity where your work truly matters. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Trainee Paraplanner Liverpool City Centre Monday to Friday, 9am - 5pm Competitive salary w/ excellent benefits + progression opportunities An excellent opportunity to join a dynamic and growing financial advisory firm based in Liverpool, dedicated to providing expert financial planning and wealth management services to individuals, families, and businesses. They are now looking for a Trainee Paraplanner to join their friendly and professional team, supporting the delivery of tailored financial advice and services to clients. Role Overview: As a Trainee Paraplanner , you will work closely with experienced financial advisors, assisting in the preparation and delivery of financial advice. This is an excellent opportunity for someone looking to start a career in financial planning, as you will receive full training and support while working towards your Level 4 Diploma in Financial Planning and Paraplanning qualifications. This role is ideal for someone with a strong interest in finance, attention to detail, and a desire to build a long-term career in the financial services industry. About You: We are looking for a motivated and detail-oriented individual who is eager to learn and develop within the financial planning profession. The ideal candidate will possess: A genuine interest in financial planning and wealth management. Strong attention to detail and the ability to manage multiple tasks simultaneously. Excellent written and verbal communication skills. A proactive, positive attitude with a willingness to learn. Strong organisational skills and the ability to work independently or as part of a team. A good working knowledge of Microsoft Office Suite (Excel, Word, Outlook). Recent graduates keen to progress within the financial services industry. Experience working in a different industry where you have demonstrated similar skills in attention to detail and analysis (legal, insurance, financial etc.) Qualifications: No prior experience in paraplanning is required, but any relevant qualifications or interest in financial services would be an advantage. The benefits of this role include: A competitive basic salary with the opportunity to earn pay increases through achieving qualifications in financial planning (paid for by the company) A great office atmosphere Outstanding training and development opportunities including industry qualifications Full training and support given Work in a friendly environment with happy and loyal customers Regular staff events 25 days holiday Cycle to work scheme + much more! If this is a role that you would be interested in applying for then please email your CV to (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Trainee Financial Planning Administrator Location: Manchester Salary: £25,000 - £30,000 + bonuses (last year 8% of salary, paid half-yearly) Working Pattern: 1 day WFH, remaining days in office Start your financial planning career with a team that invests in you. If you're hungry to learn, curious about how financial advice really works, and want a career with long term progression, this is your entry point. You'll begin in administration, learn how an SJP Practice runs, build technical knowledge, and start working toward your qualifications. With time, you'll grow into paraplanning and, if you choose, move toward becoming a fully-fledged Adviser. And yes - all exams fully funded. Materials, fees, study support. The lot. What you'll be doing Supporting advisers and paraplanners with day to day admin Preparing client documents, reports, and meeting packs Keeping client records accurate and up to date Learning the technical foundations of financial planning Handling applications and communicating with providers Updating the CRM (Salesforce) and helping the team run smoothly Building confidence on the phone with clients What you'll bring A sharp eye for detail and an organised approach Strong communication skills A genuine interest in financial planning A positive mindset and willingness to learn Comfort with Microsoft Office (Salesforce training provided) Some admin experience helps, but attitude is what matters And the pathway ahead? Level 4 Diploma fully funded Structured development into paraplanning Opportunity to progress into advising if that's where you want to go Regular check ins and coaching tailored to your goals If you want a role where learning is constant, your work actually matters, and your future is taken seriously, this could be exactly the place to start.

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & expansion, there has never been a better time to join them than now. This newly created Paraplanner role is located for their Newcastle Upon Tyne regional hub, one of 50+ national offices. Responsibilities: Compiling detailed financial planning reports for the Financial Planners to present to clients Support the Financial Planners by conducting research on products and helping find the right solutions for clients Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries Arranging for plans to be submitted to company providers Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements: Experience in a financial advice firm and paraplanner skills is essential. Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses 25 days holiday plus bank holidays Day off for your Birthday Annual salary reviews Staff awards Study support for professional industry exams Adviser Academy if desired Progression Holiday Purchase Scheme Life Assurance Private pension Corporate Eyecare cover Flex/Hybrid working This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response

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