Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a skilled and experienced Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across Retirement, Investment, Estate and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues. Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (including Transfers and Divorce), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software. You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence. Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Mar 25, 2026
Full time
Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a skilled and experienced Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across Retirement, Investment, Estate and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues. Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (including Transfers and Divorce), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software. You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence. Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a skilled and experienced Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across Retirement, Investment, Estate and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues. Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (including Transfers and Divorce), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software. You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence. Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Mar 25, 2026
Full time
Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a skilled and experienced Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across Retirement, Investment, Estate and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues. Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (including Transfers and Divorce), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software. You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence. Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you. Based in luxurious offices, this awarding winning Financial Planning firm are keen to recruit a skilled Paraplanner to work alongside a Chartered Financial Planner who manages a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client's current situation and the short, medium and long term financial options. You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and be involved in meetings. You will produce bespoke reports that provide clear information for clients and introducers. The successful applicant will be a skilled Paraplanner who has achieved Diploma Status and is progressing to Chartered Status. You will have in depth knowledge of Pensions, Investments, Protection and IHT Planning allied to strong communication, presentation and IT skills. You will be able to explain complex solutions clearly and produce comprehensive reports and analysis. This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm. Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Mar 25, 2026
Full time
Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you. Based in luxurious offices, this awarding winning Financial Planning firm are keen to recruit a skilled Paraplanner to work alongside a Chartered Financial Planner who manages a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client's current situation and the short, medium and long term financial options. You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and be involved in meetings. You will produce bespoke reports that provide clear information for clients and introducers. The successful applicant will be a skilled Paraplanner who has achieved Diploma Status and is progressing to Chartered Status. You will have in depth knowledge of Pensions, Investments, Protection and IHT Planning allied to strong communication, presentation and IT skills. You will be able to explain complex solutions clearly and produce comprehensive reports and analysis. This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm. Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Paraplanner Kimbolton, Cambridgeshire (Hybrid) Salary up to £50,000 We are working with a Chartered Independent Financial Adviser based in Cambridgeshrie who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: Assist financial planners in preparing financial plans, investment strategies, and recommendations. Conduct research on investment products, pensions, tax, and other financial matters. Analyse client data to support financial recommendations. Prepare and maintain client documentation and reports. Liaise with clients, providers, and other professionals as required. Ensure that all work complies with regulatory requirements and company policies. Manage and track the progress of client cases and ensure timely delivery of financial plans. On Offer? Salary of up to £50,000 2 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status Requirements: Level 4 diploma in regulated financial planning 2+ years experience in a paraplanning role What's Next? If you are interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management
Mar 25, 2026
Full time
Paraplanner Kimbolton, Cambridgeshire (Hybrid) Salary up to £50,000 We are working with a Chartered Independent Financial Adviser based in Cambridgeshrie who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: Assist financial planners in preparing financial plans, investment strategies, and recommendations. Conduct research on investment products, pensions, tax, and other financial matters. Analyse client data to support financial recommendations. Prepare and maintain client documentation and reports. Liaise with clients, providers, and other professionals as required. Ensure that all work complies with regulatory requirements and company policies. Manage and track the progress of client cases and ensure timely delivery of financial plans. On Offer? Salary of up to £50,000 2 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status Requirements: Level 4 diploma in regulated financial planning 2+ years experience in a paraplanning role What's Next? If you are interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management
Paraplanner Location - Stamford (Hybrid) Salary up t0 £55,000 We are working with a Chartered Independent Financial Adviser based in Stamford who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: Assist financial planners in preparing financial plans, investment strategies, and recommendations. Conduct research on investment products, pensions, tax, and other financial matters. Analyse client data to support financial recommendations. Prepare and maintain client documentation and reports. Liaise with clients, providers, and other professionals as required. Ensure that all work complies with regulatory requirements and company policies. Manage and track the progress of client cases and ensure timely delivery of financial plans. On Offer? Salary of up to £55,000 2 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status Requirements: Level 4 diploma in regulated financial planning 2+ years experience in a paraplanning role What's Next? If you are interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management
Mar 25, 2026
Full time
Paraplanner Location - Stamford (Hybrid) Salary up t0 £55,000 We are working with a Chartered Independent Financial Adviser based in Stamford who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: Assist financial planners in preparing financial plans, investment strategies, and recommendations. Conduct research on investment products, pensions, tax, and other financial matters. Analyse client data to support financial recommendations. Prepare and maintain client documentation and reports. Liaise with clients, providers, and other professionals as required. Ensure that all work complies with regulatory requirements and company policies. Manage and track the progress of client cases and ensure timely delivery of financial plans. On Offer? Salary of up to £55,000 2 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status Requirements: Level 4 diploma in regulated financial planning 2+ years experience in a paraplanning role What's Next? If you are interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management
Are you an established Paraplanner who enjoys getting stuck into complex cases, creating high quality suitability reports and supporting Advisers with detailed technical research? This role offers the chance to join a forward-thinking financial planning firm where you can truly add value, develop your expertise and play an important part in delivering exceptional client outcomes. Working as part of a supportive and well-structured Paraplanning team, you will review fact-finds, challenge where more clarity is needed, carry out in-depth product research and produce clear, compliant recommendations across a wide range of planning areas. You will work closely with Advisers, Compliance and internal support teams, ensuring cases progress efficiently and client advice is delivered to an excellent standard. This role is ideal for someone who thrives in a busy, technical environment and enjoys taking ownership of work. You will benefit from exposure to a broad variety of advice scenarios including pensions, investments, IHT, protection, drawdown and more, with opportunities to grow into mentoring or technical leadership responsibilities over time. Paraplanner Requirements • You must be level 4 Diploma qualified • At least 5 years holistic Paraplanning experience • You should have Strong report writing and whole-of-market research capability • You should be Comfortable working across pensions, investments and protection • You should be Competent using Microsoft Office and multiple provider / back-office systems • Ideally you should have experience with IHT, bonds, trusts, AIM or drawdown planning • CII J09 or progression toward Chartered status The Company A well-established, reputable financial planning business known for high technical standards and a collaborative culture. They are committed to supporting ongoing development and providing a structured Paraplanning environment with clear processes, strong compliance support and opportunities for progression. Paraplanner Benefits • Salary £45,000 to £50,000 (depending on experience) • Hybrid working (Farnborough office / home based) • Company pension • Holiday entitlement • Life assurance • Additional employee benefits package Location Hybrid role with access to the Farnborough office. Candidates within a reasonable commuting distance are preferred. If this sounds like the next step in your Paraplanning career, we would love to hear from you. Apply today to register your interest. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Mar 25, 2026
Full time
Are you an established Paraplanner who enjoys getting stuck into complex cases, creating high quality suitability reports and supporting Advisers with detailed technical research? This role offers the chance to join a forward-thinking financial planning firm where you can truly add value, develop your expertise and play an important part in delivering exceptional client outcomes. Working as part of a supportive and well-structured Paraplanning team, you will review fact-finds, challenge where more clarity is needed, carry out in-depth product research and produce clear, compliant recommendations across a wide range of planning areas. You will work closely with Advisers, Compliance and internal support teams, ensuring cases progress efficiently and client advice is delivered to an excellent standard. This role is ideal for someone who thrives in a busy, technical environment and enjoys taking ownership of work. You will benefit from exposure to a broad variety of advice scenarios including pensions, investments, IHT, protection, drawdown and more, with opportunities to grow into mentoring or technical leadership responsibilities over time. Paraplanner Requirements • You must be level 4 Diploma qualified • At least 5 years holistic Paraplanning experience • You should have Strong report writing and whole-of-market research capability • You should be Comfortable working across pensions, investments and protection • You should be Competent using Microsoft Office and multiple provider / back-office systems • Ideally you should have experience with IHT, bonds, trusts, AIM or drawdown planning • CII J09 or progression toward Chartered status The Company A well-established, reputable financial planning business known for high technical standards and a collaborative culture. They are committed to supporting ongoing development and providing a structured Paraplanning environment with clear processes, strong compliance support and opportunities for progression. Paraplanner Benefits • Salary £45,000 to £50,000 (depending on experience) • Hybrid working (Farnborough office / home based) • Company pension • Holiday entitlement • Life assurance • Additional employee benefits package Location Hybrid role with access to the Farnborough office. Candidates within a reasonable commuting distance are preferred. If this sounds like the next step in your Paraplanning career, we would love to hear from you. Apply today to register your interest. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Paraplanner Devon Office-based initially Hybrid potential after probation Salary: Competitive (depending on experience) A growing and well-established Independent Financial Planning firm in Devon is looking to appoint an experienced Paraplanner to support its expanding team of advisers. You will be working directly with advisers to support the delivery of high-quality financial advice to clients. The Role As Paraplanner, you will provide technical and research support to the advisers and assist in the preparation of client recommendations. Typical duties will include: Conducting product and provider research Preparing suitability reports and recommendations Supporting advisers with technical queries and case preparation Preparing client documentation and meeting packs Assisting with client reviews and ongoing advice work Liaising with providers and internal staff to progress cases About You The firm is ideally looking for an experienced Paraplanner, although they would also consider a highly experienced Financial Services Administrator looking to step up into a paraplanning role. You will likely have: Previous experience working within an IFA / Financial Planning firm Strong understanding of financial planning products and advice processes Holding the level 4 Diploma in Financial Planning Strong attention to detail and organisational skills The ability to work closely with advisers in a fast-paced environment Why Apply? Opportunity to join a growing financial planning firm Newly created role where you can make a real impact Work closely with advisers in a collaborative environment Long-term career progression as the business continues to expand Apply today to be considered for this opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
Mar 25, 2026
Full time
Paraplanner Devon Office-based initially Hybrid potential after probation Salary: Competitive (depending on experience) A growing and well-established Independent Financial Planning firm in Devon is looking to appoint an experienced Paraplanner to support its expanding team of advisers. You will be working directly with advisers to support the delivery of high-quality financial advice to clients. The Role As Paraplanner, you will provide technical and research support to the advisers and assist in the preparation of client recommendations. Typical duties will include: Conducting product and provider research Preparing suitability reports and recommendations Supporting advisers with technical queries and case preparation Preparing client documentation and meeting packs Assisting with client reviews and ongoing advice work Liaising with providers and internal staff to progress cases About You The firm is ideally looking for an experienced Paraplanner, although they would also consider a highly experienced Financial Services Administrator looking to step up into a paraplanning role. You will likely have: Previous experience working within an IFA / Financial Planning firm Strong understanding of financial planning products and advice processes Holding the level 4 Diploma in Financial Planning Strong attention to detail and organisational skills The ability to work closely with advisers in a fast-paced environment Why Apply? Opportunity to join a growing financial planning firm Newly created role where you can make a real impact Work closely with advisers in a collaborative environment Long-term career progression as the business continues to expand Apply today to be considered for this opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
Our client is a successful and established IFA firm based in the City of London and they are currently looking for an experienced IFA Administrator/Junior Paraplanner to join their team This is for the role of IFA Administrator/Paraplanner supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator/Junior Paraplanner ideally with knowledge using "Dynamic Planner" and therefore the client is happy to offer a base salary up to £42000 plus benefits. (maybe more) Free parking on site If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start This is an office based role
Mar 25, 2026
Full time
Our client is a successful and established IFA firm based in the City of London and they are currently looking for an experienced IFA Administrator/Junior Paraplanner to join their team This is for the role of IFA Administrator/Paraplanner supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator/Junior Paraplanner ideally with knowledge using "Dynamic Planner" and therefore the client is happy to offer a base salary up to £42000 plus benefits. (maybe more) Free parking on site If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start This is an office based role
Paraplanner Location: Manchester Salary: £40,000 - £50,000 (depending on experience) A well-established and highly respected Wealth Management / Financial Planning firm in Manchester is looking to recruit an experienced Paraplanner to join their growing team. This is an excellent opportunity for a technically strong Paraplanner who enjoys supporting Financial Advisers and contributing to the delivery of high-quality financial planning solutions for clients. You will be working in a collaborative and professional environment where your expertise will be valued and where you will gain exposure to complex and interesting client planning cases. The Role As a Paraplanner, you will work closely with Financial Advisers to provide technical support and ensure clients receive clear, well-structured and compliant financial planning advice. Your responsibilities will include: Producing clear and compliant suitability reports Conducting technical research and financial product comparisons Supporting Advisers with technical financial planning solutions Preparing cashflow modelling and client review documentation Analysing investments, pensions and tax planning strategies Liaising with clients, providers and third parties where required About You To be successful in this role, you will ideally have: Previous Paraplanning experience within an IFA or Wealth Management firm Strong understanding of financial planning and regulatory requirements Experience producing suitability reports and financial planning documentation Level 4 Diploma qualified or working towards it Experience using Voyant or similar financial planning software would be advantageous What's on Offer Salary of £40,000 - £50,000 depending on experience Supportive and professional working environment Opportunity to further develop your career within financial planning Exposure to complex and varied client planning cases If you are an experienced Paraplanner looking to join a forward-thinking financial planning firm in Manchester, we would be keen to hear from you.
Mar 25, 2026
Full time
Paraplanner Location: Manchester Salary: £40,000 - £50,000 (depending on experience) A well-established and highly respected Wealth Management / Financial Planning firm in Manchester is looking to recruit an experienced Paraplanner to join their growing team. This is an excellent opportunity for a technically strong Paraplanner who enjoys supporting Financial Advisers and contributing to the delivery of high-quality financial planning solutions for clients. You will be working in a collaborative and professional environment where your expertise will be valued and where you will gain exposure to complex and interesting client planning cases. The Role As a Paraplanner, you will work closely with Financial Advisers to provide technical support and ensure clients receive clear, well-structured and compliant financial planning advice. Your responsibilities will include: Producing clear and compliant suitability reports Conducting technical research and financial product comparisons Supporting Advisers with technical financial planning solutions Preparing cashflow modelling and client review documentation Analysing investments, pensions and tax planning strategies Liaising with clients, providers and third parties where required About You To be successful in this role, you will ideally have: Previous Paraplanning experience within an IFA or Wealth Management firm Strong understanding of financial planning and regulatory requirements Experience producing suitability reports and financial planning documentation Level 4 Diploma qualified or working towards it Experience using Voyant or similar financial planning software would be advantageous What's on Offer Salary of £40,000 - £50,000 depending on experience Supportive and professional working environment Opportunity to further develop your career within financial planning Exposure to complex and varied client planning cases If you are an experienced Paraplanner looking to join a forward-thinking financial planning firm in Manchester, we would be keen to hear from you.
Financial Planning Administrator Location: Skipton Contract: Permanent Salary: £27,000 - £34,000 per annum (dependent on experience) Start Date: Flexible Hybrid Working available Contact: Job Description An exciting opportunity has arisen to join a growing financial planning practice based in Skipton as a Financial Planning Administrator / Trainee Paraplanner. This position would suit someone with experience in wealth management or financial planning administration who is looking to develop their technical knowledge and progress their career within the financial planning profession. The firm is particularly keen to support someone who is motivated to progress through professional qualifications, with exam support provided, and offers a clear pathway for the right person to develop into a Paraplanner and ultimately a Financial Adviser if desired. Key Responsibilities Provide administrative support to Financial Planners Prepare client meeting packs and documentation Process new business and manage ongoing servicing requirements Maintain accurate client records and CRM systems Assist with research and basic paraplanning tasks Support preparation of suitability reports Gather financial information and documentation for advice cases Candidate Criteria Previous experience within wealth management, financial planning, or an IFA practice (preferably SJP) Motivation and desire to progress within a wealth management/financial advisory environment Strong organisational skills and attention to detail A genuine interest in building a long-term career in financial planning Excellent relationship building and communication skills. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Mar 25, 2026
Full time
Financial Planning Administrator Location: Skipton Contract: Permanent Salary: £27,000 - £34,000 per annum (dependent on experience) Start Date: Flexible Hybrid Working available Contact: Job Description An exciting opportunity has arisen to join a growing financial planning practice based in Skipton as a Financial Planning Administrator / Trainee Paraplanner. This position would suit someone with experience in wealth management or financial planning administration who is looking to develop their technical knowledge and progress their career within the financial planning profession. The firm is particularly keen to support someone who is motivated to progress through professional qualifications, with exam support provided, and offers a clear pathway for the right person to develop into a Paraplanner and ultimately a Financial Adviser if desired. Key Responsibilities Provide administrative support to Financial Planners Prepare client meeting packs and documentation Process new business and manage ongoing servicing requirements Maintain accurate client records and CRM systems Assist with research and basic paraplanning tasks Support preparation of suitability reports Gather financial information and documentation for advice cases Candidate Criteria Previous experience within wealth management, financial planning, or an IFA practice (preferably SJP) Motivation and desire to progress within a wealth management/financial advisory environment Strong organisational skills and attention to detail A genuine interest in building a long-term career in financial planning Excellent relationship building and communication skills. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Our client, a lovely and well-established and growing financial planning firm, is looking to add a Financial Administrator to their centralised administration team. This role sits within a collaborative support team responsible for keeping the advice process running smoothly behind the scenes. It's a busy and varied position in which your contribution is recognised, and really makes a difference. For the right person, this is also a great opportunity to build a long-term career within financial services, with genuine progression and the chance to become more involved in technical work over time. The Opportunity You'll be joining a structured administration team that supports a number of advisers across the business. The focus of the role is ensuring client records are maintained accurately, applications are submitted correctly, and the advice process runs efficiently from start to finish. You'll work closely with advisers, paraplanners and product providers, helping coordinate client work and keeping everything progressing as it should. Over time, you'll also begin handling more technical cases and queries as your knowledge develops. The Role This is a varied financial planning administration role where you'll take ownership of key parts of the client servicing process. Day-to-day you'll be: Preparing and submitting applications to providers Processing fund switches Managing Letters of Authority and gathering plan information. Maintaining accurate client records Preparing documents for client meetings Assisting advisers with the ongoing review process You'll also liaise regularly with providers, advisers, and clients to provide updates and ensure applications and requests are progressing smoothly. Alongside this, you'll help manage workflow within the team, keep task lists updated and contribute to regular team meetings to ensure work is progressing efficiently across the department. Occasionally, there may also be the opportunity to attend client meetings with advisers to support the administration side and gain further exposure to the advice process. Who This Would Suit This role would suit a Financial Administrator who already has 1-2 years' experience within a financial planning or wealth management environment and is comfortable working in a fast-paced administration role. You'll ideally have: A good understanding of the financial advice process Strong organisation skills Good attention to detail Strong communication skills Experience using back-office systems such as Intelligent Office would be helpful, although not essential. Just as importantly, our client is looking for someone positive, proactive, and keen to develop their career within financial services. What's On Offer Salary up to £38,000 Supportive and sociable team environment Clear career progression pathway Increased earning potential as your role develops Exposure to the full financial planning process Company benefits package This is a great opportunity for a Financial Administrator to join a well-run and supporting financial planning firm where administration is valued and where you'll have the chance to grow your knowledge and progress over time. If you're interested in this opportunity, please send your CV to Harry at Financial Divisions
Mar 25, 2026
Full time
Our client, a lovely and well-established and growing financial planning firm, is looking to add a Financial Administrator to their centralised administration team. This role sits within a collaborative support team responsible for keeping the advice process running smoothly behind the scenes. It's a busy and varied position in which your contribution is recognised, and really makes a difference. For the right person, this is also a great opportunity to build a long-term career within financial services, with genuine progression and the chance to become more involved in technical work over time. The Opportunity You'll be joining a structured administration team that supports a number of advisers across the business. The focus of the role is ensuring client records are maintained accurately, applications are submitted correctly, and the advice process runs efficiently from start to finish. You'll work closely with advisers, paraplanners and product providers, helping coordinate client work and keeping everything progressing as it should. Over time, you'll also begin handling more technical cases and queries as your knowledge develops. The Role This is a varied financial planning administration role where you'll take ownership of key parts of the client servicing process. Day-to-day you'll be: Preparing and submitting applications to providers Processing fund switches Managing Letters of Authority and gathering plan information. Maintaining accurate client records Preparing documents for client meetings Assisting advisers with the ongoing review process You'll also liaise regularly with providers, advisers, and clients to provide updates and ensure applications and requests are progressing smoothly. Alongside this, you'll help manage workflow within the team, keep task lists updated and contribute to regular team meetings to ensure work is progressing efficiently across the department. Occasionally, there may also be the opportunity to attend client meetings with advisers to support the administration side and gain further exposure to the advice process. Who This Would Suit This role would suit a Financial Administrator who already has 1-2 years' experience within a financial planning or wealth management environment and is comfortable working in a fast-paced administration role. You'll ideally have: A good understanding of the financial advice process Strong organisation skills Good attention to detail Strong communication skills Experience using back-office systems such as Intelligent Office would be helpful, although not essential. Just as importantly, our client is looking for someone positive, proactive, and keen to develop their career within financial services. What's On Offer Salary up to £38,000 Supportive and sociable team environment Clear career progression pathway Increased earning potential as your role develops Exposure to the full financial planning process Company benefits package This is a great opportunity for a Financial Administrator to join a well-run and supporting financial planning firm where administration is valued and where you'll have the chance to grow your knowledge and progress over time. If you're interested in this opportunity, please send your CV to Harry at Financial Divisions
Senior Paraplanner / Technical Reviewer Canterbury (flexible working considered) £40,000 - £50,000 (depending on experience) Full time - 8:30am to 5:00pm with a 1 hour lunch break Client Overview This role sits within an award-winning, Chartered independent financial planning and wealth management firm with over 120 professionals across offices in London and the South. The firm provides holistic financial planning advice to individuals, families and businesses and is known for maintaining exceptionally high technical standards across its advice teams. This opportunity would suit an experienced Senior Paraplanner, Diploma qualified, who enjoys the technical side of financial planning and is interested in moving into a role focused on reviewing and improving the quality of advice delivered across the business. This position is ideal for an experienced Paraplanner with at least five years' experience who is ready to step into a more senior oversight role. Role Details Reviewing suitability reports and technical research produced by the paraplanning team to ensure they meet the firm's quality and regulatory standards. Carrying out technical quality assurance checks across pensions, investments and holistic financial planning cases. Assessing the suitability of advice recommendations, including complex areas such as pension transfers and higher-risk investments. Providing constructive feedback to advisers and paraplanners where improvements or amendments are required. Identifying trends in advice quality and helping improve technical standards across the team. Working closely with compliance and training teams to support consistent advice quality across the firm. Benefits / Details £40,000 - £50,000 salary depending on experience. 26 days holiday plus bank holidays. 5% pension contribution, medical cashback plan and death-in-service cover. Occupational sick pay and additional voluntary benefits. Flexible working arrangements can be discussed. So, if the time feels right to move into a collaborative practice where your technical paraplanning skills are genuinely valued, please apply and we can discuss the role in more detail.
Mar 24, 2026
Full time
Senior Paraplanner / Technical Reviewer Canterbury (flexible working considered) £40,000 - £50,000 (depending on experience) Full time - 8:30am to 5:00pm with a 1 hour lunch break Client Overview This role sits within an award-winning, Chartered independent financial planning and wealth management firm with over 120 professionals across offices in London and the South. The firm provides holistic financial planning advice to individuals, families and businesses and is known for maintaining exceptionally high technical standards across its advice teams. This opportunity would suit an experienced Senior Paraplanner, Diploma qualified, who enjoys the technical side of financial planning and is interested in moving into a role focused on reviewing and improving the quality of advice delivered across the business. This position is ideal for an experienced Paraplanner with at least five years' experience who is ready to step into a more senior oversight role. Role Details Reviewing suitability reports and technical research produced by the paraplanning team to ensure they meet the firm's quality and regulatory standards. Carrying out technical quality assurance checks across pensions, investments and holistic financial planning cases. Assessing the suitability of advice recommendations, including complex areas such as pension transfers and higher-risk investments. Providing constructive feedback to advisers and paraplanners where improvements or amendments are required. Identifying trends in advice quality and helping improve technical standards across the team. Working closely with compliance and training teams to support consistent advice quality across the firm. Benefits / Details £40,000 - £50,000 salary depending on experience. 26 days holiday plus bank holidays. 5% pension contribution, medical cashback plan and death-in-service cover. Occupational sick pay and additional voluntary benefits. Flexible working arrangements can be discussed. So, if the time feels right to move into a collaborative practice where your technical paraplanning skills are genuinely valued, please apply and we can discuss the role in more detail.
Paraplanner (Diploma 4 Qualified) - Salary £45,000- £50,000 DOE + Excellent Benefits Based: Home Based / Office each month We are searching for an experienced and professional Holistic Paraplanner to join our market leading Client a large Wealth Management firm who provide advice to HNW individuals and SME's. Suitable candidates must be fully Diploma 4 qualified, and ideally have started Chartered exams, but experience is more important - you must have 4-5 years whole of market Holistic Paraplanning experience. Key Responsibilities: Use research tools to ensure independent/whole of market/holistic advice is provided to the Client Review Client Fact-Finds/Client Meeting notes against defined Compliance guidelines Issue clear and accurate feedback confirming required actions to avoid complaints Liaise with consultants for additional information to support the recommendations made Prepare draft suitability reports within an agreed timescale for the Client based on the information received/researched. Maintain the technical knowledge necessary to assess the suitability of advice provided by consultants Identify and report potential cases of financial crime Maintain records to the standards necessary to demonstrate Consultant performance Meet the departmental standards regarding service standards and productivity. Obtain illustrations and Key Features Documents and associated documentation Ensure all record keeping is maintained on the Clients database Work in a team and manage individual targets for work Essential Skills and Experience: Several years' experience within a Financial Services environment - specifically Paraplanning within an FSA regulated environment is essential Experience of holistic paraplanning and file checking is essential - ideally 3 years minimum Experienced within pensions specifically and pensions transfers (DB schemes) - ideal but not essential Experience of working within an IFA firm is ideal used to working to targets Excellent analytical and evaluation skills Dealing with FSA objectives, Principles, advice processes and propositions Ideally fully Diploma 4 qualified and keen to become Chartered. Strong organisational skills with good IT skills are essential. Excellent communication skills and high level of numeracy is essential This is a great opportunity for a motivated and professional holistic Paraplanner to join an exceptional firm who will support your career, provide excellent benefits, full home working set up and flexible working. Full training will be provided for the successful candidate on our Client's business process, workflow and back-office system, and there are genuine opportunities to progress. Apply today or telephone us for more information about this role. Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV and we can help you find that perfect job.
Mar 24, 2026
Full time
Paraplanner (Diploma 4 Qualified) - Salary £45,000- £50,000 DOE + Excellent Benefits Based: Home Based / Office each month We are searching for an experienced and professional Holistic Paraplanner to join our market leading Client a large Wealth Management firm who provide advice to HNW individuals and SME's. Suitable candidates must be fully Diploma 4 qualified, and ideally have started Chartered exams, but experience is more important - you must have 4-5 years whole of market Holistic Paraplanning experience. Key Responsibilities: Use research tools to ensure independent/whole of market/holistic advice is provided to the Client Review Client Fact-Finds/Client Meeting notes against defined Compliance guidelines Issue clear and accurate feedback confirming required actions to avoid complaints Liaise with consultants for additional information to support the recommendations made Prepare draft suitability reports within an agreed timescale for the Client based on the information received/researched. Maintain the technical knowledge necessary to assess the suitability of advice provided by consultants Identify and report potential cases of financial crime Maintain records to the standards necessary to demonstrate Consultant performance Meet the departmental standards regarding service standards and productivity. Obtain illustrations and Key Features Documents and associated documentation Ensure all record keeping is maintained on the Clients database Work in a team and manage individual targets for work Essential Skills and Experience: Several years' experience within a Financial Services environment - specifically Paraplanning within an FSA regulated environment is essential Experience of holistic paraplanning and file checking is essential - ideally 3 years minimum Experienced within pensions specifically and pensions transfers (DB schemes) - ideal but not essential Experience of working within an IFA firm is ideal used to working to targets Excellent analytical and evaluation skills Dealing with FSA objectives, Principles, advice processes and propositions Ideally fully Diploma 4 qualified and keen to become Chartered. Strong organisational skills with good IT skills are essential. Excellent communication skills and high level of numeracy is essential This is a great opportunity for a motivated and professional holistic Paraplanner to join an exceptional firm who will support your career, provide excellent benefits, full home working set up and flexible working. Full training will be provided for the successful candidate on our Client's business process, workflow and back-office system, and there are genuine opportunities to progress. Apply today or telephone us for more information about this role. Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV and we can help you find that perfect job.
Paraplanner Location: Farnborough / Remote- 1 day a month in the Farnborough office Salary: £45,000-£50,000 Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, you'll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives. Key Responsibilities: Analyse FactFinds and meeting notes to ensure completeness and compliance. Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown. Liaise with providers to obtain accurate policy information. Ensure all documentation is complete and compliant for processing. Maintain internal systems to reflect real-time case progress and outcomes. Collaborate with consultants, compliance, and business support teams to enhance service quality. Mentor colleagues in specialised areas and contribute to knowledge sharing. Keep up to date with market developments and maintain CPD. Qualifications & Experience: Proven Paraplanning experience across pensions, investments, and protection. Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown). Comfortable using Microsoft Office and provider systems. QCF Level 4 Diploma (essential) CII J09 and/or working towards Chartered status (desirable) Skills: Meticulous attention to detail with strong analytical skills. Proactive and confident communicator. Organised and efficient, capable of meeting deadlines in a target-driven environment. Team player with a desire to mentor and share knowledge. Benefits: Private Medical Insurance Income Protection (75% of salary for 3 years) Life Assurance (4x salary) Critical Illness Cover (£50,000 lump sum) Employer Pension Contribution (6%)
Mar 24, 2026
Full time
Paraplanner Location: Farnborough / Remote- 1 day a month in the Farnborough office Salary: £45,000-£50,000 Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, you'll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives. Key Responsibilities: Analyse FactFinds and meeting notes to ensure completeness and compliance. Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown. Liaise with providers to obtain accurate policy information. Ensure all documentation is complete and compliant for processing. Maintain internal systems to reflect real-time case progress and outcomes. Collaborate with consultants, compliance, and business support teams to enhance service quality. Mentor colleagues in specialised areas and contribute to knowledge sharing. Keep up to date with market developments and maintain CPD. Qualifications & Experience: Proven Paraplanning experience across pensions, investments, and protection. Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown). Comfortable using Microsoft Office and provider systems. QCF Level 4 Diploma (essential) CII J09 and/or working towards Chartered status (desirable) Skills: Meticulous attention to detail with strong analytical skills. Proactive and confident communicator. Organised and efficient, capable of meeting deadlines in a target-driven environment. Team player with a desire to mentor and share knowledge. Benefits: Private Medical Insurance Income Protection (75% of salary for 3 years) Life Assurance (4x salary) Critical Illness Cover (£50,000 lump sum) Employer Pension Contribution (6%)
Opportunity: Paraplanner Location: Birmingham Salary: £35,000 - £45,000 Do you love the detail of financial planning but want to feel part of something bigger? We're working with a values-driven, growing financial planning group with offices across the Midlands, and we're looking for a Paraplanner who wants to make a real difference to clients' lives. You won't just be producing reports, you'll be part of a collaborative, supportive team that believes financial planning is about more than just numbers. It's about enriching lives, building trust, and helping people plan for a life well lived. Investing into their employees, you will be supported to professionally develop further as a Paraplanner, receive ample study support and be part of something real. You will be: Working closely with Financial Planners to prepare compliant, high-quality suitability reports Conducting research and analysis using industry tools Producing cashflow models to support recommendations Supporting client journey's by providing insight, clarity, and technical expertise Helping ensure we deliver on our promise of excellent client outcomes About you: At least 2 years' Paraplanning experience in an IFA environment Level 4 Diploma qualified (or working towards) Strong technical knowledge across a range of financial products A team player who thrives in a supportive and growth-focused environment What's in it for you: Holiday rising with service DIS and Income Protection Employee Assistance Programme and Financial Wellbeing Hybrid, flexible working Further exam support Supportive and collaborative environment If this opportunity piques your interest, please reach out or apply for a confidential chat. Thank you.
Mar 24, 2026
Full time
Opportunity: Paraplanner Location: Birmingham Salary: £35,000 - £45,000 Do you love the detail of financial planning but want to feel part of something bigger? We're working with a values-driven, growing financial planning group with offices across the Midlands, and we're looking for a Paraplanner who wants to make a real difference to clients' lives. You won't just be producing reports, you'll be part of a collaborative, supportive team that believes financial planning is about more than just numbers. It's about enriching lives, building trust, and helping people plan for a life well lived. Investing into their employees, you will be supported to professionally develop further as a Paraplanner, receive ample study support and be part of something real. You will be: Working closely with Financial Planners to prepare compliant, high-quality suitability reports Conducting research and analysis using industry tools Producing cashflow models to support recommendations Supporting client journey's by providing insight, clarity, and technical expertise Helping ensure we deliver on our promise of excellent client outcomes About you: At least 2 years' Paraplanning experience in an IFA environment Level 4 Diploma qualified (or working towards) Strong technical knowledge across a range of financial products A team player who thrives in a supportive and growth-focused environment What's in it for you: Holiday rising with service DIS and Income Protection Employee Assistance Programme and Financial Wellbeing Hybrid, flexible working Further exam support Supportive and collaborative environment If this opportunity piques your interest, please reach out or apply for a confidential chat. Thank you.
Senior Paraplanner - Cheltenham (Hybrid) Salary: £55,000 + benefits A well-established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality financial planning advice to clients. The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer-term progression into an Advisory/Consultant role through a structured development pathway. The Role As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high-quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives. Key responsibilities include: Producing clear, high-quality technical suitability reports in a timely manner Reviewing client files to understand objectives and identify key financial planning considerations Analysing existing pensions, investments and protection arrangements Undertaking whole-of-market research across investments, pensions and protection products Interpreting risk analysis and assessing the suitability of recommendations Providing technical, research and administrative support to the advisory team Communicating effectively with Consultants and Client Support teams regarding reports and recommendations Maintaining accurate client records and tasks within back-office systems Attending client meetings alongside Consultants where required Senior Level Responsibilities In addition to core paraplanning duties, you will also: Mentor and support trainee or junior paraplanners Assist with technical checking and quality assurance of paraplanning reports Support complex financial planning work including cashflow modelling and technical calculations Contribute to internal projects aimed at improving efficiency and client service delivery Participate in team meetings and collaborate on wider business initiatives About You The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment. Essential: Diploma qualified (Level 4) Experience writing detailed suitability reports Previous experience within an IFA/Financial Planning firm Strong technical knowledge of pensions, investments and protection Experience conducting research using industry tools Excellent written communication skills and strong attention to detail Strong organisational and prioritisation skills Desirable: Chartered status or working towards it Minimum 3+ years in a technical paraplanning role Experience mentoring junior paraplanners Experience with cashflow modelling Knowledge of Intelliflo Office and research tools such as Financial Express Analytics or Iress What's on Offer Competitive salary and benefits package Hybrid working arrangement - 3 days in the office - 2 days from home Supportive, collaborative paraplanning team Structured career progression, including potential path to Financial Planner/Consultant Ongoing professional development and CPD support If you are an experienced paraplanner looking to step into a senior role with genuine progression opportunities, we would welcome your application.
Mar 24, 2026
Full time
Senior Paraplanner - Cheltenham (Hybrid) Salary: £55,000 + benefits A well-established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality financial planning advice to clients. The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer-term progression into an Advisory/Consultant role through a structured development pathway. The Role As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high-quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives. Key responsibilities include: Producing clear, high-quality technical suitability reports in a timely manner Reviewing client files to understand objectives and identify key financial planning considerations Analysing existing pensions, investments and protection arrangements Undertaking whole-of-market research across investments, pensions and protection products Interpreting risk analysis and assessing the suitability of recommendations Providing technical, research and administrative support to the advisory team Communicating effectively with Consultants and Client Support teams regarding reports and recommendations Maintaining accurate client records and tasks within back-office systems Attending client meetings alongside Consultants where required Senior Level Responsibilities In addition to core paraplanning duties, you will also: Mentor and support trainee or junior paraplanners Assist with technical checking and quality assurance of paraplanning reports Support complex financial planning work including cashflow modelling and technical calculations Contribute to internal projects aimed at improving efficiency and client service delivery Participate in team meetings and collaborate on wider business initiatives About You The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment. Essential: Diploma qualified (Level 4) Experience writing detailed suitability reports Previous experience within an IFA/Financial Planning firm Strong technical knowledge of pensions, investments and protection Experience conducting research using industry tools Excellent written communication skills and strong attention to detail Strong organisational and prioritisation skills Desirable: Chartered status or working towards it Minimum 3+ years in a technical paraplanning role Experience mentoring junior paraplanners Experience with cashflow modelling Knowledge of Intelliflo Office and research tools such as Financial Express Analytics or Iress What's on Offer Competitive salary and benefits package Hybrid working arrangement - 3 days in the office - 2 days from home Supportive, collaborative paraplanning team Structured career progression, including potential path to Financial Planner/Consultant Ongoing professional development and CPD support If you are an experienced paraplanner looking to step into a senior role with genuine progression opportunities, we would welcome your application.
IFA Administrator Grantham Salary up to £28,000 Looking to build a long-term career in Financial Planning? This is an exciting opportunity to join a growing and highly respected Financial Planning firm offering structured development, funded qualifications, and a clear pathway into Paraplanning. NJR Recruitment is partnering with an established Grantham-based firm that is expanding its team. They are seeking an IFA Administrator to support a team of Financial Planners and Paraplanners while developing technical expertise and progressing professionally. You'll be joining a friendly, family-feel business with an excellent reputation for delivering bespoke advice to High-Net-Worth clients - and a genuine commitment to investing in your future. What you'll be doing: o Supporting Financial Planners and Paraplanners with day-to-day administration o Processing new business across pensions, investments and protection products o Preparing client meeting and review documentation o Liaising with clients and product providers o Maintaining accurate records on back-office systems o Gaining hands-on experience across the full financial planning process What we're looking for: o Industry-related experience within Financial Planning / IFA is essential o Alternatively, strong transferable experience within financial services o Excellent communication and organisational skills o A genuine interest in progressing into Paraplanning o Motivated, detail-focused and professional What's in it for you: Fully funded professional exams Clear progression into a Paraplanner role Supportive and collaborative team culture Exposure to high-quality HNW client work Long-term career development in a growing firm Interested Contact NJR Recruitment quoting REF: NJR16406 for more information.
Mar 24, 2026
Full time
IFA Administrator Grantham Salary up to £28,000 Looking to build a long-term career in Financial Planning? This is an exciting opportunity to join a growing and highly respected Financial Planning firm offering structured development, funded qualifications, and a clear pathway into Paraplanning. NJR Recruitment is partnering with an established Grantham-based firm that is expanding its team. They are seeking an IFA Administrator to support a team of Financial Planners and Paraplanners while developing technical expertise and progressing professionally. You'll be joining a friendly, family-feel business with an excellent reputation for delivering bespoke advice to High-Net-Worth clients - and a genuine commitment to investing in your future. What you'll be doing: o Supporting Financial Planners and Paraplanners with day-to-day administration o Processing new business across pensions, investments and protection products o Preparing client meeting and review documentation o Liaising with clients and product providers o Maintaining accurate records on back-office systems o Gaining hands-on experience across the full financial planning process What we're looking for: o Industry-related experience within Financial Planning / IFA is essential o Alternatively, strong transferable experience within financial services o Excellent communication and organisational skills o A genuine interest in progressing into Paraplanning o Motivated, detail-focused and professional What's in it for you: Fully funded professional exams Clear progression into a Paraplanner role Supportive and collaborative team culture Exposure to high-quality HNW client work Long-term career development in a growing firm Interested Contact NJR Recruitment quoting REF: NJR16406 for more information.
Senior Paraplanner - Reading (Hybrid) Salary: £55,000 + benefits A well-established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality financial planning advice to clients. The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer-term progression into an Advisory/Consultant role through a structured development pathway. The Role As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high-quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives. Key responsibilities include: Producing clear, high-quality technical suitability reports in a timely manner Reviewing client files to understand objectives and identify key financial planning considerations Analysing existing pensions, investments and protection arrangements Undertaking whole-of-market research across investments, pensions and protection products Interpreting risk analysis and assessing the suitability of recommendations Providing technical, research and administrative support to the advisory team Communicating effectively with Consultants and Client Support teams regarding reports and recommendations Maintaining accurate client records and tasks within back-office systems Attending client meetings alongside Consultants where required Senior Level Responsibilities In addition to core paraplanning duties, you will also: Mentor and support trainee or junior paraplanners Assist with technical checking and quality assurance of paraplanning reports Support complex financial planning work including cashflow modelling and technical calculations Contribute to internal projects aimed at improving efficiency and client service delivery Participate in team meetings and collaborate on wider business initiatives About You The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment. Essential: Diploma qualified (Level 4) Experience writing detailed suitability reports Previous experience within an IFA/Financial Planning firm Strong technical knowledge of pensions, investments and protection Experience conducting research using industry tools Excellent written communication skills and strong attention to detail Strong organisational and prioritisation skills Desirable: Chartered status or working towards it Minimum 3+ years in a technical paraplanning role Experience mentoring junior paraplanners Experience with cashflow modelling Knowledge of Intelliflo Office and research tools such as Financial Express Analytics or Iress What's on Offer Competitive salary and benefits package Hybrid working arrangement - 3 days in the office - 2 days from home Supportive, collaborative paraplanning team Structured career progression, including potential path to Financial Planner/Consultant Ongoing professional development and CPD support If you are an experienced paraplanner looking to step into a senior role with genuine progression opportunities, we would welcome your application.
Mar 24, 2026
Full time
Senior Paraplanner - Reading (Hybrid) Salary: £55,000 + benefits A well-established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality financial planning advice to clients. The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer-term progression into an Advisory/Consultant role through a structured development pathway. The Role As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high-quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives. Key responsibilities include: Producing clear, high-quality technical suitability reports in a timely manner Reviewing client files to understand objectives and identify key financial planning considerations Analysing existing pensions, investments and protection arrangements Undertaking whole-of-market research across investments, pensions and protection products Interpreting risk analysis and assessing the suitability of recommendations Providing technical, research and administrative support to the advisory team Communicating effectively with Consultants and Client Support teams regarding reports and recommendations Maintaining accurate client records and tasks within back-office systems Attending client meetings alongside Consultants where required Senior Level Responsibilities In addition to core paraplanning duties, you will also: Mentor and support trainee or junior paraplanners Assist with technical checking and quality assurance of paraplanning reports Support complex financial planning work including cashflow modelling and technical calculations Contribute to internal projects aimed at improving efficiency and client service delivery Participate in team meetings and collaborate on wider business initiatives About You The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment. Essential: Diploma qualified (Level 4) Experience writing detailed suitability reports Previous experience within an IFA/Financial Planning firm Strong technical knowledge of pensions, investments and protection Experience conducting research using industry tools Excellent written communication skills and strong attention to detail Strong organisational and prioritisation skills Desirable: Chartered status or working towards it Minimum 3+ years in a technical paraplanning role Experience mentoring junior paraplanners Experience with cashflow modelling Knowledge of Intelliflo Office and research tools such as Financial Express Analytics or Iress What's on Offer Competitive salary and benefits package Hybrid working arrangement - 3 days in the office - 2 days from home Supportive, collaborative paraplanning team Structured career progression, including potential path to Financial Planner/Consultant Ongoing professional development and CPD support If you are an experienced paraplanner looking to step into a senior role with genuine progression opportunities, we would welcome your application.
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV below and one of our team will be in contact
Mar 24, 2026
Full time
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV below and one of our team will be in contact
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV below and one of our team will be in contact
Mar 24, 2026
Full time
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV below and one of our team will be in contact
