Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency Provide paraplanning support including research and report preparation (Optional, if qualified) Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Competitive salary and benefits Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy. Looking to recruit? Find the perfect hire Want a career at Brook Street? Join our team
Oct 29, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency Provide paraplanning support including research and report preparation (Optional, if qualified) Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Competitive salary and benefits Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy. Looking to recruit? Find the perfect hire Want a career at Brook Street? Join our team
Overview An exciting opportunity has arisen for an experienced IFA Administrator/Paraplanner to join a well-established and respected IFA practice in Edinburgh. Responsibilities Conduct research and obtain illustrations Use analytical software for financial planning Prepare client suitability letters and financial reports Ensure recommendations are implemented accurately Check trades on investment platforms Oversee annual reviews and maintain client liaison Qualifications Level 4 Diploma qualified, or close to completion Proven experience in a paraplanning or IFA administration role Strong attention to detail and organisational skills Benefits Competitive salary of £35,000 Opportunity to work in a well-run, client-focused business This is an excellent opportunity to progress your career in paraplanning with a reputable firm. 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.
Oct 29, 2025
Full time
Overview An exciting opportunity has arisen for an experienced IFA Administrator/Paraplanner to join a well-established and respected IFA practice in Edinburgh. Responsibilities Conduct research and obtain illustrations Use analytical software for financial planning Prepare client suitability letters and financial reports Ensure recommendations are implemented accurately Check trades on investment platforms Oversee annual reviews and maintain client liaison Qualifications Level 4 Diploma qualified, or close to completion Proven experience in a paraplanning or IFA administration role Strong attention to detail and organisational skills Benefits Competitive salary of £35,000 Opportunity to work in a well-run, client-focused business This is an excellent opportunity to progress your career in paraplanning with a reputable firm. 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.
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.
Oct 29, 2025
Full time
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.
Paraplanner Hybrid working -home working blended with office workingfromany of our South region office bases (Plymouth, Salisbury, Amersham, Oxford, London, Bristol) 12 month fixed-term contract, with the potential to be made permanent Excellent benefits package (see below for full details) Our Paraplanners are highly valued within Succession and are integral to our business, providing vital support to our Financial Planners and ensuring a positive experience for our clients.Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service to clients.As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values. On a day-to-day basis you can expect to be: Undertakingresearch and analysis of suitable products in line with the Financial Planner's recommendations. Drafting recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives. Utilisingresearch tools for technical and tax calculations. Acting as the initial point of contact for Planner queries. To be successful in the role you will need: A minimum of 2 years Paraplanning experience To be qualified to Level 4 or above. Have a detailed knowledge of pensions, investments and estate planning. Be articulate in both verbal and written communication. What you can expect from us A competitive basic salary , annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £450 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events. Group Income Protection Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Our commitment to DE&I Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Oct 29, 2025
Full time
Paraplanner Hybrid working -home working blended with office workingfromany of our South region office bases (Plymouth, Salisbury, Amersham, Oxford, London, Bristol) 12 month fixed-term contract, with the potential to be made permanent Excellent benefits package (see below for full details) Our Paraplanners are highly valued within Succession and are integral to our business, providing vital support to our Financial Planners and ensuring a positive experience for our clients.Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service to clients.As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values. On a day-to-day basis you can expect to be: Undertakingresearch and analysis of suitable products in line with the Financial Planner's recommendations. Drafting recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives. Utilisingresearch tools for technical and tax calculations. Acting as the initial point of contact for Planner queries. To be successful in the role you will need: A minimum of 2 years Paraplanning experience To be qualified to Level 4 or above. Have a detailed knowledge of pensions, investments and estate planning. Be articulate in both verbal and written communication. What you can expect from us A competitive basic salary , annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £450 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events. Group Income Protection Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Our commitment to DE&I Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Paraplanner Hybrid working -home working blended with office workingfromany of our South region office bases (Plymouth, Salisbury, Amersham, Oxford, London, Bristol) 12 month fixed-term contract, with the potential to be made permanent Excellent benefits package (see below for full details) Our Paraplanners are highly valued within Succession and are integral to our business, providing vital support to our Financial Planners and ensuring a positive experience for our clients.Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service to clients.As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values. On a day-to-day basis you can expect to be: Undertakingresearch and analysis of suitable products in line with the Financial Planner's recommendations. Drafting recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives. Utilisingresearch tools for technical and tax calculations. Acting as the initial point of contact for Planner queries. To be successful in the role you will need: A minimum of 2 years Paraplanning experience To be qualified to Level 4 or above. Have a detailed knowledge of pensions, investments and estate planning. Be articulate in both verbal and written communication. What you can expect from us A competitive basic salary , annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £450 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events. Group Income Protection Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Our commitment to DE&I Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Oct 29, 2025
Full time
Paraplanner Hybrid working -home working blended with office workingfromany of our South region office bases (Plymouth, Salisbury, Amersham, Oxford, London, Bristol) 12 month fixed-term contract, with the potential to be made permanent Excellent benefits package (see below for full details) Our Paraplanners are highly valued within Succession and are integral to our business, providing vital support to our Financial Planners and ensuring a positive experience for our clients.Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service to clients.As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values. On a day-to-day basis you can expect to be: Undertakingresearch and analysis of suitable products in line with the Financial Planner's recommendations. Drafting recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives. Utilisingresearch tools for technical and tax calculations. Acting as the initial point of contact for Planner queries. To be successful in the role you will need: A minimum of 2 years Paraplanning experience To be qualified to Level 4 or above. Have a detailed knowledge of pensions, investments and estate planning. Be articulate in both verbal and written communication. What you can expect from us A competitive basic salary , annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £450 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events. Group Income Protection Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Our commitment to DE&I Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Paraplanner Hybrid working -home working blended with office workingfromany of our South region office bases (Plymouth, Salisbury, Amersham, Oxford, London, Bristol) 12 month fixed-term contract, with the potential to be made permanent Excellent benefits package (see below for full details) Our Paraplanners are highly valued within Succession and are integral to our business, providing vital support to our Financial Planners and ensuring a positive experience for our clients.Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service to clients.As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values. On a day-to-day basis you can expect to be: Undertakingresearch and analysis of suitable products in line with the Financial Planner's recommendations. Drafting recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives. Utilisingresearch tools for technical and tax calculations. Acting as the initial point of contact for Planner queries. To be successful in the role you will need: A minimum of 2 years Paraplanning experience To be qualified to Level 4 or above. Have a detailed knowledge of pensions, investments and estate planning. Be articulate in both verbal and written communication. What you can expect from us A competitive basic salary , annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £450 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events. Group Income Protection Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Our commitment to DE&I Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Oct 29, 2025
Full time
Paraplanner Hybrid working -home working blended with office workingfromany of our South region office bases (Plymouth, Salisbury, Amersham, Oxford, London, Bristol) 12 month fixed-term contract, with the potential to be made permanent Excellent benefits package (see below for full details) Our Paraplanners are highly valued within Succession and are integral to our business, providing vital support to our Financial Planners and ensuring a positive experience for our clients.Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service to clients.As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values. On a day-to-day basis you can expect to be: Undertakingresearch and analysis of suitable products in line with the Financial Planner's recommendations. Drafting recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives. Utilisingresearch tools for technical and tax calculations. Acting as the initial point of contact for Planner queries. To be successful in the role you will need: A minimum of 2 years Paraplanning experience To be qualified to Level 4 or above. Have a detailed knowledge of pensions, investments and estate planning. Be articulate in both verbal and written communication. What you can expect from us A competitive basic salary , annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £450 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events. Group Income Protection Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Our commitment to DE&I Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Paraplanner Hybrid working -home working blended with office workingfromany of our South region office bases (Plymouth, Salisbury, Amersham, Oxford, London, Bristol) 12 month fixed-term contract, with the potential to be made permanent Excellent benefits package (see below for full details) Our Paraplanners are highly valued within Succession and are integral to our business, providing vital support to our Financial Planners and ensuring a positive experience for our clients.Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service to clients.As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values. On a day-to-day basis you can expect to be: Undertakingresearch and analysis of suitable products in line with the Financial Planner's recommendations. Drafting recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives. Utilisingresearch tools for technical and tax calculations. Acting as the initial point of contact for Planner queries. To be successful in the role you will need: A minimum of 2 years Paraplanning experience To be qualified to Level 4 or above. Have a detailed knowledge of pensions, investments and estate planning. Be articulate in both verbal and written communication. What you can expect from us A competitive basic salary , annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £450 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events. Group Income Protection Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Our commitment to DE&I Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Oct 29, 2025
Full time
Paraplanner Hybrid working -home working blended with office workingfromany of our South region office bases (Plymouth, Salisbury, Amersham, Oxford, London, Bristol) 12 month fixed-term contract, with the potential to be made permanent Excellent benefits package (see below for full details) Our Paraplanners are highly valued within Succession and are integral to our business, providing vital support to our Financial Planners and ensuring a positive experience for our clients.Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service to clients.As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values. On a day-to-day basis you can expect to be: Undertakingresearch and analysis of suitable products in line with the Financial Planner's recommendations. Drafting recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives. Utilisingresearch tools for technical and tax calculations. Acting as the initial point of contact for Planner queries. To be successful in the role you will need: A minimum of 2 years Paraplanning experience To be qualified to Level 4 or above. Have a detailed knowledge of pensions, investments and estate planning. Be articulate in both verbal and written communication. What you can expect from us A competitive basic salary , annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £450 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events. Group Income Protection Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Our commitment to DE&I Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Paraplanner Hybrid working -home working blended with office workingfromany of our South region office bases (Plymouth, Salisbury, Amersham, Oxford, London, Bristol) 12 month fixed-term contract, with the potential to be made permanent Excellent benefits package (see below for full details) Our Paraplanners are highly valued within Succession and are integral to our business, providing vital support to our Financial Planners and ensuring a positive experience for our clients.Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service to clients.As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values. On a day-to-day basis you can expect to be: Undertakingresearch and analysis of suitable products in line with the Financial Planner's recommendations. Drafting recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives. Utilisingresearch tools for technical and tax calculations. Acting as the initial point of contact for Planner queries. To be successful in the role you will need: A minimum of 2 years Paraplanning experience To be qualified to Level 4 or above. Have a detailed knowledge of pensions, investments and estate planning. Be articulate in both verbal and written communication. What you can expect from us A competitive basic salary , annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £450 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events. Group Income Protection Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Our commitment to DE&I Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Oct 29, 2025
Full time
Paraplanner Hybrid working -home working blended with office workingfromany of our South region office bases (Plymouth, Salisbury, Amersham, Oxford, London, Bristol) 12 month fixed-term contract, with the potential to be made permanent Excellent benefits package (see below for full details) Our Paraplanners are highly valued within Succession and are integral to our business, providing vital support to our Financial Planners and ensuring a positive experience for our clients.Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service to clients.As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values. On a day-to-day basis you can expect to be: Undertakingresearch and analysis of suitable products in line with the Financial Planner's recommendations. Drafting recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives. Utilisingresearch tools for technical and tax calculations. Acting as the initial point of contact for Planner queries. To be successful in the role you will need: A minimum of 2 years Paraplanning experience To be qualified to Level 4 or above. Have a detailed knowledge of pensions, investments and estate planning. Be articulate in both verbal and written communication. What you can expect from us A competitive basic salary , annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £450 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events. Group Income Protection Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Our commitment to DE&I Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Overview Financial Services Administrator - Wealth Management Excellent benefits package (see below for full details) Hybrid working, based partly from home and partly from our Bristol office. We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Wellbeing and career support Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Oct 29, 2025
Full time
Overview Financial Services Administrator - Wealth Management Excellent benefits package (see below for full details) Hybrid working, based partly from home and partly from our Bristol office. We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Wellbeing and career support Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Overview Senior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners. Key Responsibilities Assist Paraplanners by gathering research and documentation for reports, recommendations, and suitability letters. Ensure all compliance paperwork is accurately completed and maintained. Prepare application forms and supporting documents for the advice process. Process and manage new business and servicing cases, including more complex transactions, through to completion. Monitor the progress of applications and proactively update Advisers on any issues or delays. Action servicing requests and changes to clients investments. Prepare client portfolio valuations and review packs. Hold regular update meetings with Paraplanners and Financial Advisers to discuss ongoing and upcoming cases. Requirements Minimum of 3 years experience within an independent financial planning or wealth management firm. Strong understanding of financial planning products, processes, and compliance requirements. Ideally hold RO1 or CF1, or be working towards equivalent qualifications. Excellent attention to detail with strong numeracy and literacy skills. Proficient in Microsoft Office and financial planning software systems. We are looking for someone proactive, organised, and collaborative who takes pride in providing high-quality support to both colleagues and clients. Benefits 4x life assurance Critical illness cover (2x) Employee Assistance Programme Health Cash Plan 5% employer pension contribution Discretionary annual bonus 22 days holiday plus bank holidays (option to purchase an additional 5 days) Hybrid working Both full-time or part-time hours considered
Oct 29, 2025
Full time
Overview Senior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners. Key Responsibilities Assist Paraplanners by gathering research and documentation for reports, recommendations, and suitability letters. Ensure all compliance paperwork is accurately completed and maintained. Prepare application forms and supporting documents for the advice process. Process and manage new business and servicing cases, including more complex transactions, through to completion. Monitor the progress of applications and proactively update Advisers on any issues or delays. Action servicing requests and changes to clients investments. Prepare client portfolio valuations and review packs. Hold regular update meetings with Paraplanners and Financial Advisers to discuss ongoing and upcoming cases. Requirements Minimum of 3 years experience within an independent financial planning or wealth management firm. Strong understanding of financial planning products, processes, and compliance requirements. Ideally hold RO1 or CF1, or be working towards equivalent qualifications. Excellent attention to detail with strong numeracy and literacy skills. Proficient in Microsoft Office and financial planning software systems. We are looking for someone proactive, organised, and collaborative who takes pride in providing high-quality support to both colleagues and clients. Benefits 4x life assurance Critical illness cover (2x) Employee Assistance Programme Health Cash Plan 5% employer pension contribution Discretionary annual bonus 22 days holiday plus bank holidays (option to purchase an additional 5 days) Hybrid working Both full-time or part-time hours considered
About the Role At bdhSterling, we provide specialist cross-border financial planning advice to clients in the UK and Australia. We're now seeking a Client Services Administrator to join our team in our Epsom office, supporting advisers and operations while delivering an outstanding client experience. About You We're looking for someone who is professional, service-driven, and enjoys building lasting client relationships. You'll bring: Strong administration and organisational skills. Excellent written and verbal communication abilities. Proficiency in Microsoft Office. Experience in customer or client service roles. The ability to manage multiple priorities in a fast-paced environment. Desirable Experience within financial services or professional services administration. Knowledge of financial advice processes and documentation. Familiarity with Salesforce. Key Responsibilities Act as the primary point of contact for clients, managing queries and building strong relationships. Prepare, process, and track client applications, transfer requests, investment instructions, and compliance documents. Work closely with Advisers, Paraplanners, and Operations to ensure a smooth client journey. Produce clear and accurate client communications, maintaining a professional and friendly tone. Maintain accurate records, update client databases, and ensure compliance with data protection standards. Support the wider team with research, projects, and process improvement initiatives. Assist with day-to-day office tasks including incoming calls, mail distribution, and greeting clients. Why Join Us? At bdhSterling, we pride ourselves on our supportive and collaborative culture. As part of our team, you'll enjoy: A client-facing role where you make a real difference to people's financial journeys. The opportunity to grow and develop your career in financial services. Working in a friendly, professional environment with global connections. If you are a detail-oriented and client-focused administrator ready to take the next step in your career, we'd love to hear from you.
Oct 29, 2025
Full time
About the Role At bdhSterling, we provide specialist cross-border financial planning advice to clients in the UK and Australia. We're now seeking a Client Services Administrator to join our team in our Epsom office, supporting advisers and operations while delivering an outstanding client experience. About You We're looking for someone who is professional, service-driven, and enjoys building lasting client relationships. You'll bring: Strong administration and organisational skills. Excellent written and verbal communication abilities. Proficiency in Microsoft Office. Experience in customer or client service roles. The ability to manage multiple priorities in a fast-paced environment. Desirable Experience within financial services or professional services administration. Knowledge of financial advice processes and documentation. Familiarity with Salesforce. Key Responsibilities Act as the primary point of contact for clients, managing queries and building strong relationships. Prepare, process, and track client applications, transfer requests, investment instructions, and compliance documents. Work closely with Advisers, Paraplanners, and Operations to ensure a smooth client journey. Produce clear and accurate client communications, maintaining a professional and friendly tone. Maintain accurate records, update client databases, and ensure compliance with data protection standards. Support the wider team with research, projects, and process improvement initiatives. Assist with day-to-day office tasks including incoming calls, mail distribution, and greeting clients. Why Join Us? At bdhSterling, we pride ourselves on our supportive and collaborative culture. As part of our team, you'll enjoy: A client-facing role where you make a real difference to people's financial journeys. The opportunity to grow and develop your career in financial services. Working in a friendly, professional environment with global connections. If you are a detail-oriented and client-focused administrator ready to take the next step in your career, we'd love to hear from you.
Paraplanner (5367) At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About the team 'I have been with Forvis Mazars for just over 24 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities.' (David Baker, Partner and Head of Financial Planning) Forvis Mazars Financial Planning Forvis Mazars Financial Planning (FMFP) is one of the UK's leading Financial Planning businesses, providing independent financial advice to a diverse range of high quality private clients. As part of the wider Forvis Mazars Group we have access to an extensive range of services offered by the international accountancy firm, allowing us a unique place in the market that sets us apart from other financial advisers and wealth managers. Roles & responsibilities Develop financial planning strategies in line with the client's needs, goals and objectives, as agreed with the financial planner. Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards. A range of other tasks including cash flow modelling, tax calculations, liaising with product providers etc. Skills, knowledge and experience You will have a background in Paraplanning and will be at least level 4 Diploma qualified. Critical to the role are a high level of literacy and numeracy, both written and verbal. A 'solution' mindset and adaptable to changing demands and priorities. This is a National role and we are open to candidates from newly qualified (diploma level 4) and upwards What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: Edinburgh Office - Located in Capital Square, 58 Morrison Street, Edinburgh, EH3 8BP. Just a few minutes from Haymarket station with excellent tram and bus links. Close to the historic city centre, offering a perfect mix of heritage and modern business. Glasgow Office - Located in 100 Queen Street, Glasgow, G1 3DN. Centrally located with easy access to Glasgow Queen Street and Central stations. Surrounded by great cafés, shops, and city energy in Scotland's largest city. Ready to Grow, Belong, and Impact ? Apply now and join us at Forvis Mazars! Documents FM - 5367 - Paraplanner JD.pdf (144.31 KB)
Oct 29, 2025
Full time
Paraplanner (5367) At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About the team 'I have been with Forvis Mazars for just over 24 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities.' (David Baker, Partner and Head of Financial Planning) Forvis Mazars Financial Planning Forvis Mazars Financial Planning (FMFP) is one of the UK's leading Financial Planning businesses, providing independent financial advice to a diverse range of high quality private clients. As part of the wider Forvis Mazars Group we have access to an extensive range of services offered by the international accountancy firm, allowing us a unique place in the market that sets us apart from other financial advisers and wealth managers. Roles & responsibilities Develop financial planning strategies in line with the client's needs, goals and objectives, as agreed with the financial planner. Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards. A range of other tasks including cash flow modelling, tax calculations, liaising with product providers etc. Skills, knowledge and experience You will have a background in Paraplanning and will be at least level 4 Diploma qualified. Critical to the role are a high level of literacy and numeracy, both written and verbal. A 'solution' mindset and adaptable to changing demands and priorities. This is a National role and we are open to candidates from newly qualified (diploma level 4) and upwards What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: Edinburgh Office - Located in Capital Square, 58 Morrison Street, Edinburgh, EH3 8BP. Just a few minutes from Haymarket station with excellent tram and bus links. Close to the historic city centre, offering a perfect mix of heritage and modern business. Glasgow Office - Located in 100 Queen Street, Glasgow, G1 3DN. Centrally located with easy access to Glasgow Queen Street and Central stations. Surrounded by great cafés, shops, and city energy in Scotland's largest city. Ready to Grow, Belong, and Impact ? Apply now and join us at Forvis Mazars! Documents FM - 5367 - Paraplanner JD.pdf (144.31 KB)
This Head of Paraplanning job in South Leicester provides opportunity to join a local, medium sized Financial Planning firm. Our client is looking to recruit an experienced Paraplanner Team Leader to join the team as Head of Paraplanning. You will be providing leadership and operational oversight of their paraplanning department click apply for full job details
Oct 29, 2025
Full time
This Head of Paraplanning job in South Leicester provides opportunity to join a local, medium sized Financial Planning firm. Our client is looking to recruit an experienced Paraplanner Team Leader to join the team as Head of Paraplanning. You will be providing leadership and operational oversight of their paraplanning department click apply for full job details
This remote based Technical Paraplanner job offering home working is suitable for an individual skilled in support Financial Planners on complex cases You will be joining a growing, national company with regional offices offices across the UK and assist in providing excellent financial planning solutions. As a remote based Paraplanner, you will be drafted in to provide support to their regional F click apply for full job details
Oct 29, 2025
Full time
This remote based Technical Paraplanner job offering home working is suitable for an individual skilled in support Financial Planners on complex cases You will be joining a growing, national company with regional offices offices across the UK and assist in providing excellent financial planning solutions. As a remote based Paraplanner, you will be drafted in to provide support to their regional F click apply for full job details
Paraplanner (5366) At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About the team 'I have been with Forvis Mazars for just over 24 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities.' (David Baker, Partner and Head of Financial Planning) Forvis Mazars Financial Planning Forvis Mazars Financial Planning (FMFP) is one of the UK's leading Financial Planning businesses, providing independent financial advice to a diverse range of high quality private clients. As part of the wider Forvis Mazars Group we have access to an extensive range of services offered by the international accountancy firm, allowing us a unique place in the market that sets us apart from other financial advisers and wealth managers. Roles & responsibilities Develop financial planning strategies in line with the client's needs, goals and objectives, as agreed with the financial planner. Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards. A range of other tasks including cash flow modelling, tax calculations, liaising with product providers etc. Skills, knowledge and experience You will have a background in Paraplanning and will be at least level 4 Diploma qualified. Critical to the role are a high level of literacy and numeracy, both written and verbal. A 'solution' mindset and adaptable to changing demands and priorities. This is a National role and we are open to candidates from newly qualified (diploma level 4) and upwards What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: Leeds Office - Located in 3 Wellington Place, 5th Floor, Leeds, LS1 4AP. Just a 10-minute walk from Leeds Station. Positioned in a modern business quarter with excellent amenities and green spaces. Manchester Office - Located in One St Peter's Square, Manchester, M2 3DE. Easily accessible from Piccadilly and Oxford Road stations. A vibrant city centre location surrounded by top restaurants, shops, and cultural hotspots Ready to Grow, Belong, and Impact ? Apply now and join us at Forvis Mazars! Documents FM - 5366 - Paraplanner JD.pdf (144.31 KB)
Oct 29, 2025
Full time
Paraplanner (5366) At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About the team 'I have been with Forvis Mazars for just over 24 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities.' (David Baker, Partner and Head of Financial Planning) Forvis Mazars Financial Planning Forvis Mazars Financial Planning (FMFP) is one of the UK's leading Financial Planning businesses, providing independent financial advice to a diverse range of high quality private clients. As part of the wider Forvis Mazars Group we have access to an extensive range of services offered by the international accountancy firm, allowing us a unique place in the market that sets us apart from other financial advisers and wealth managers. Roles & responsibilities Develop financial planning strategies in line with the client's needs, goals and objectives, as agreed with the financial planner. Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards. A range of other tasks including cash flow modelling, tax calculations, liaising with product providers etc. Skills, knowledge and experience You will have a background in Paraplanning and will be at least level 4 Diploma qualified. Critical to the role are a high level of literacy and numeracy, both written and verbal. A 'solution' mindset and adaptable to changing demands and priorities. This is a National role and we are open to candidates from newly qualified (diploma level 4) and upwards What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: Leeds Office - Located in 3 Wellington Place, 5th Floor, Leeds, LS1 4AP. Just a 10-minute walk from Leeds Station. Positioned in a modern business quarter with excellent amenities and green spaces. Manchester Office - Located in One St Peter's Square, Manchester, M2 3DE. Easily accessible from Piccadilly and Oxford Road stations. A vibrant city centre location surrounded by top restaurants, shops, and cultural hotspots Ready to Grow, Belong, and Impact ? Apply now and join us at Forvis Mazars! Documents FM - 5366 - Paraplanner JD.pdf (144.31 KB)
Paraplanner (5368) At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About the team 'I have been with Forvis Mazars for just over 24 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities.' (David Baker, Partner and Head of Financial Planning) Forvis Mazars Financial Planning Forvis Mazars Financial Planning (FMFP) is one of the UK's leading Financial Planning businesses, providing independent financial advice to a diverse range of high-quality private clients. As part of the wider Forvis Mazars Group we have access to an extensive range of services offered by the international accountancy firm, allowing us a unique place in the market that sets us apart from other financial advisers and wealth managers. Roles & responsibilities Develop financial planning strategies in line with the client's needs, goals and objectives, as agreed with the financial planner. Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards. A range of other tasks including cash flow modelling, tax calculations, liaising with product providers etc. Skills, knowledge and experience You will have a background in Paraplanning and will be at least level 4 Diploma qualified. Critical to the role are a high level of literacy and numeracy, both written and verbal. A 'solution' mindset and adaptable to changing demands and priorities. This is a National role and we are open to candidates from newly qualified (diploma level 4) and upwards What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: Birmingham Office - Located in Paradise Birmingham, 2 Chamberlain Square, Birmingham, B3 3AX. Within walking distance of Birmingham New Street and Snow Hill stations. Situated in the heart of the city's business and leisure district, with stunning modern architecture. Leicester Office - Located in Meridian Business Park, 6 Dominus Way, Leicester, LE19 1RP. Close to the M1 and well-connected by local bus routes. A convenient location with onsite parking and easy access to central Leicester. Nottingham Office - Located in Park View House, 58 The Ropewalk, Nottingham, NG1 5DW. Easily accessible from Nottingham station and main bus routes. A central location near the city's professional quarter and green park spaces. Ready to Grow, Belong, and Impact ? Apply now and join us at Forvis Mazars! Documents FM - 5368 - Paraplanner JD.pdf (144.31 KB)
Oct 29, 2025
Full time
Paraplanner (5368) At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About the team 'I have been with Forvis Mazars for just over 24 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities.' (David Baker, Partner and Head of Financial Planning) Forvis Mazars Financial Planning Forvis Mazars Financial Planning (FMFP) is one of the UK's leading Financial Planning businesses, providing independent financial advice to a diverse range of high-quality private clients. As part of the wider Forvis Mazars Group we have access to an extensive range of services offered by the international accountancy firm, allowing us a unique place in the market that sets us apart from other financial advisers and wealth managers. Roles & responsibilities Develop financial planning strategies in line with the client's needs, goals and objectives, as agreed with the financial planner. Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards. A range of other tasks including cash flow modelling, tax calculations, liaising with product providers etc. Skills, knowledge and experience You will have a background in Paraplanning and will be at least level 4 Diploma qualified. Critical to the role are a high level of literacy and numeracy, both written and verbal. A 'solution' mindset and adaptable to changing demands and priorities. This is a National role and we are open to candidates from newly qualified (diploma level 4) and upwards What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: Birmingham Office - Located in Paradise Birmingham, 2 Chamberlain Square, Birmingham, B3 3AX. Within walking distance of Birmingham New Street and Snow Hill stations. Situated in the heart of the city's business and leisure district, with stunning modern architecture. Leicester Office - Located in Meridian Business Park, 6 Dominus Way, Leicester, LE19 1RP. Close to the M1 and well-connected by local bus routes. A convenient location with onsite parking and easy access to central Leicester. Nottingham Office - Located in Park View House, 58 The Ropewalk, Nottingham, NG1 5DW. Easily accessible from Nottingham station and main bus routes. A central location near the city's professional quarter and green park spaces. Ready to Grow, Belong, and Impact ? Apply now and join us at Forvis Mazars! Documents FM - 5368 - Paraplanner JD.pdf (144.31 KB)
Brook Street Recruitment is working on behalf of our client in East Belfast to recruit an experienced Paraplanner to join their team Key Responsibilities Support Financial Planners with all aspects of client servicing, planning, and review Attend client meetings and assist with technical queries Gather and maintain client data, including accurate compliance and documentation Prepare draft net worth s click apply for full job details
Oct 29, 2025
Full time
Brook Street Recruitment is working on behalf of our client in East Belfast to recruit an experienced Paraplanner to join their team Key Responsibilities Support Financial Planners with all aspects of client servicing, planning, and review Attend client meetings and assist with technical queries Gather and maintain client data, including accurate compliance and documentation Prepare draft net worth s click apply for full job details
£30,000 + Benefits Are you an aspiring Junior Paraplanner with a passion for delivering exceptional client support? If you're seeking a professional yet friendly environment where your skills will be valued and developed, offering genuinely exciting career progression, this could be the role for you click apply for full job details
Oct 29, 2025
Full time
£30,000 + Benefits Are you an aspiring Junior Paraplanner with a passion for delivering exceptional client support? If you're seeking a professional yet friendly environment where your skills will be valued and developed, offering genuinely exciting career progression, this could be the role for you click apply for full job details
Junior / Trainee Paraplanner (Bespoke Advisory) £25,000-£30,000 + Office based + Full Training + Progression + Private Medical + Enhanced Pension + Funded Courses + Company Benefits Dunblane Are you a Graduate or similar looking to kickstart your career within Paraplanning in a tight-knit yet growing bespoke advisory who pride themselves on looking after and developing staff in a role offering full, click apply for full job details
Oct 29, 2025
Full time
Junior / Trainee Paraplanner (Bespoke Advisory) £25,000-£30,000 + Office based + Full Training + Progression + Private Medical + Enhanced Pension + Funded Courses + Company Benefits Dunblane Are you a Graduate or similar looking to kickstart your career within Paraplanning in a tight-knit yet growing bespoke advisory who pride themselves on looking after and developing staff in a role offering full, click apply for full job details
Paraplanner (Bespoke Advisory / Study Support) £30,000-£40,000 + Office based + Full Training + Progression + Private Medical + Enhanced Pension + Funded Courses + Company Benefits Dunblane Are you a Paraplanner or similar looking for a varied, collaborative role where you will play a key part in the ongoing success of a tight-knit yet growing bespoke advisory who pride themselves on looking after an click apply for full job details
Oct 29, 2025
Full time
Paraplanner (Bespoke Advisory / Study Support) £30,000-£40,000 + Office based + Full Training + Progression + Private Medical + Enhanced Pension + Funded Courses + Company Benefits Dunblane Are you a Paraplanner or similar looking for a varied, collaborative role where you will play a key part in the ongoing success of a tight-knit yet growing bespoke advisory who pride themselves on looking after an click apply for full job details
