Are you an experienced Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we're passionate about helping people build a better relationship with their wealth and we're looking for someone like you to help us deliver on that mission. We're excited to be expanding our presence and as part of this growth, we're looking for a high-calibre Paraplanner to join our team and play a key role in supporting our advisers and clients. Why Saltus? Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We're proud that we've been recognised as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally, the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £10.4 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. What does this role look like? As a Paraplanner at Saltus, you'll be responsible for delivering high-quality technical support to our advisers and clients. This includes: Analysing client information and existing investments or policies Performing tax calculations and constructing appropriate financial solutions Producing detailed suitability reports for cases of varying complexity Running cashflow models to support client planning Acting as a point of contact for technical queries from advisers and planning support Communicating with clients regarding research and report timelines Attending client meetings where appropriate Supporting the training and development of junior team members Contributing to projects aimed at improving our systems and processes What sort of person are you looking for? We're looking for someone who is confident, detail-oriented, and passionate about delivering excellent client outcomes. The ideal candidate will: Hold the CII Level 4 Diploma in Regulated Financial Planning (working towards Chartered status is a plus) Have at ideally 3 years' experience in a paraplanning role Demonstrate strong technical knowledge across a broad range of financial products Be comfortable working with high-net-worth clients and professional connections Have excellent written and verbal communication skills Be highly organised and able to manage a busy workload Be a team player who enjoys collaborating with others Have strong IT skills Where you'll be working This role is based from either our Bath or Penarth office and we offer hybrid working, with at least three days a week in the office. We're incredibly flexible about when and how you work: we don't want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they're looking for. We are passionate about championing flexible working for our people, so if there's a slightly different working pattern that you're looking for, then please come and have a chat with us about it! What benefits do I get when working for Saltus? The salary is between £35k-£50k (depending on experience), alongside 25 days' holiday (plus bank holidays) and your birthday off, life assurance cover, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. Just as importantly, you'll get to experience our culture, which we really do live and breathe, ensuring that Saltus is a fantastic place to work for every single one of our 500 people. We work hard, but we have an awful lot of fun along the way. If you think you'd like to come and join us, then please do in touch we'd love to hear from you! Interested? If this sounds like the right opportunity for you, we'd love to hear from you. Apply now or get in touch with our recruitment team if you have any questions or would like to discuss the role further.
Apr 10, 2026
Full time
Are you an experienced Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we're passionate about helping people build a better relationship with their wealth and we're looking for someone like you to help us deliver on that mission. We're excited to be expanding our presence and as part of this growth, we're looking for a high-calibre Paraplanner to join our team and play a key role in supporting our advisers and clients. Why Saltus? Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We're proud that we've been recognised as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally, the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £10.4 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. What does this role look like? As a Paraplanner at Saltus, you'll be responsible for delivering high-quality technical support to our advisers and clients. This includes: Analysing client information and existing investments or policies Performing tax calculations and constructing appropriate financial solutions Producing detailed suitability reports for cases of varying complexity Running cashflow models to support client planning Acting as a point of contact for technical queries from advisers and planning support Communicating with clients regarding research and report timelines Attending client meetings where appropriate Supporting the training and development of junior team members Contributing to projects aimed at improving our systems and processes What sort of person are you looking for? We're looking for someone who is confident, detail-oriented, and passionate about delivering excellent client outcomes. The ideal candidate will: Hold the CII Level 4 Diploma in Regulated Financial Planning (working towards Chartered status is a plus) Have at ideally 3 years' experience in a paraplanning role Demonstrate strong technical knowledge across a broad range of financial products Be comfortable working with high-net-worth clients and professional connections Have excellent written and verbal communication skills Be highly organised and able to manage a busy workload Be a team player who enjoys collaborating with others Have strong IT skills Where you'll be working This role is based from either our Bath or Penarth office and we offer hybrid working, with at least three days a week in the office. We're incredibly flexible about when and how you work: we don't want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they're looking for. We are passionate about championing flexible working for our people, so if there's a slightly different working pattern that you're looking for, then please come and have a chat with us about it! What benefits do I get when working for Saltus? The salary is between £35k-£50k (depending on experience), alongside 25 days' holiday (plus bank holidays) and your birthday off, life assurance cover, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. Just as importantly, you'll get to experience our culture, which we really do live and breathe, ensuring that Saltus is a fantastic place to work for every single one of our 500 people. We work hard, but we have an awful lot of fun along the way. If you think you'd like to come and join us, then please do in touch we'd love to hear from you! Interested? If this sounds like the right opportunity for you, we'd love to hear from you. Apply now or get in touch with our recruitment team if you have any questions or would like to discuss the role further.
We here at Siamo Recruitment are proud to working with one of South Wests leading financial service providers. With the view to grow and continue their award winning service our client is in the market for a Paraplanner. As the Paraplanner, youll join a collaborative and driven firm who look to push them and their clients to the next level click apply for full job details
Apr 10, 2026
Full time
We here at Siamo Recruitment are proud to working with one of South Wests leading financial service providers. With the view to grow and continue their award winning service our client is in the market for a Paraplanner. As the Paraplanner, youll join a collaborative and driven firm who look to push them and their clients to the next level click apply for full job details
Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London. Responsibilities: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing p click apply for full job details
Apr 10, 2026
Full time
Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London. Responsibilities: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing p click apply for full job details
A regional Financial Advice firm in Inverurie is seeking a Trainee Paraplanner to assist with investments, protection, tax, and retirement planning for private clients. The role requires a solid foundation in financial planning, supportive work in an IFA environment, and strong client communication skills. The position offers a salary between £30,000 and £36,000 along with benefits, and provides immediate coaching and development for a successful Paraplanning career.
Apr 10, 2026
Full time
A regional Financial Advice firm in Inverurie is seeking a Trainee Paraplanner to assist with investments, protection, tax, and retirement planning for private clients. The role requires a solid foundation in financial planning, supportive work in an IFA environment, and strong client communication skills. The position offers a salary between £30,000 and £36,000 along with benefits, and provides immediate coaching and development for a successful Paraplanning career.
Trainee Paraplanner £30,000 to £36,000 plus benefits Trainee Paraplanner required by this regional Financial Advice firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning. Your paraplanner coaching, exam study and development begins immediately upon starting. Responsibilities report writing contact and communications with clients liaison with Financial Advisors assist with compilation of advice liaise with team regarding valuations and information gathering You will currently be working in an IFA/Wealth Manager environment in a support capacity, having already gained a good foundation of experience in financial planning. You will be seeking the step up to Paraplanning and will have already picked up some technical experience or exams along the way. If you are interested in this position you can click the apply button below or email your details to . JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Apr 09, 2026
Full time
Trainee Paraplanner £30,000 to £36,000 plus benefits Trainee Paraplanner required by this regional Financial Advice firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning. Your paraplanner coaching, exam study and development begins immediately upon starting. Responsibilities report writing contact and communications with clients liaison with Financial Advisors assist with compilation of advice liaise with team regarding valuations and information gathering You will currently be working in an IFA/Wealth Manager environment in a support capacity, having already gained a good foundation of experience in financial planning. You will be seeking the step up to Paraplanning and will have already picked up some technical experience or exams along the way. If you are interested in this position you can click the apply button below or email your details to . JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Get Staffed Online Recruitment Limited
Chester, Cheshire
Paraplanner Company Description Our client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses. Headquartered in Chester, the firm emphasizes delivering tailored strategies to help clients achieve their financial goals. With a commitment to excellence and client-centric service, our client supports long-term wealth building and preservation. The firm fosters a culture of collaboration, innovation, and trust within an ever-evolving financial landscape. Role Description This is a full-time role for a Paraplanner based in Chester, with the flexibility to work from home when needed. The Paraplanner will be responsible for supporting Financial Advisor by creating detailed reports, conducting financial analysis, and assisting in the development of comprehensive financial plans. Additional responsibilities include conducting investment research, preparing financial planning documents, and ensuring compliance with relevant regulations. The chosen candidate will also be responsible for meeting Business Development Managers and helping the company build and evolve their investment processes. Qualifications: Strong expertise in Financial Planning and profound knowledge of Finance and Investments. Proven analytical skills to evaluate complex financial data and create strategic recommendations. Proficiency in report writing with attention to detail and clarity. Relevant qualifications such as a Diploma in Financial Planning or progress toward financial certifications. Strong organizational and time management skills. Excellent written and verbal communication skills. Proficiency in financial software and tools is advantageous.
Apr 09, 2026
Full time
Paraplanner Company Description Our client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses. Headquartered in Chester, the firm emphasizes delivering tailored strategies to help clients achieve their financial goals. With a commitment to excellence and client-centric service, our client supports long-term wealth building and preservation. The firm fosters a culture of collaboration, innovation, and trust within an ever-evolving financial landscape. Role Description This is a full-time role for a Paraplanner based in Chester, with the flexibility to work from home when needed. The Paraplanner will be responsible for supporting Financial Advisor by creating detailed reports, conducting financial analysis, and assisting in the development of comprehensive financial plans. Additional responsibilities include conducting investment research, preparing financial planning documents, and ensuring compliance with relevant regulations. The chosen candidate will also be responsible for meeting Business Development Managers and helping the company build and evolve their investment processes. Qualifications: Strong expertise in Financial Planning and profound knowledge of Finance and Investments. Proven analytical skills to evaluate complex financial data and create strategic recommendations. Proficiency in report writing with attention to detail and clarity. Relevant qualifications such as a Diploma in Financial Planning or progress toward financial certifications. Strong organizational and time management skills. Excellent written and verbal communication skills. Proficiency in financial software and tools is advantageous.
A financial services firm in Edinburgh is seeking a Senior Paraplanner to support Financial Planners in delivering exceptional client advice. The successful candidate will have proven experience in paraplanning, a solid understanding of financial products, and required qualifications. Responsibilities include conducting extensive research, preparing detailed client reports, and mentoring junior staff. This position offers a competitive salary and hybrid working arrangement.
Apr 09, 2026
Full time
A financial services firm in Edinburgh is seeking a Senior Paraplanner to support Financial Planners in delivering exceptional client advice. The successful candidate will have proven experience in paraplanning, a solid understanding of financial products, and required qualifications. Responsibilities include conducting extensive research, preparing detailed client reports, and mentoring junior staff. This position offers a competitive salary and hybrid working arrangement.
Paraplanner Company Description Our client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses. Headquartered in Chester, the firm emphasizes delivering tailored strategies to help clients achieve their financial goals click apply for full job details
Apr 09, 2026
Full time
Paraplanner Company Description Our client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses. Headquartered in Chester, the firm emphasizes delivering tailored strategies to help clients achieve their financial goals click apply for full job details
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 click apply for full job details
Apr 09, 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 click apply for full job details
A financial planning firm in London is seeking a Senior Paraplanner to support Partners and a Junior Adviser as part of a close-knit team. This hybrid role involves drafting reports, providing technical research, and attending client meetings. Ideal candidates should have a minimum of 3 years' experience in a similar role and hold a Diploma in Regulated Financial Planning. With plenty of training and a structured career pathway, this position offers great potential for advancement within the firm.
Apr 09, 2026
Full time
A financial planning firm in London is seeking a Senior Paraplanner to support Partners and a Junior Adviser as part of a close-knit team. This hybrid role involves drafting reports, providing technical research, and attending client meetings. Ideal candidates should have a minimum of 3 years' experience in a similar role and hold a Diploma in Regulated Financial Planning. With plenty of training and a structured career pathway, this position offers great potential for advancement within the firm.
A financial services firm in the UK is seeking a Senior Paraplanner to support Financial Planners in delivering high-quality advice. The role involves conducting research on pensions, investments, and tax planning, preparing suitability reports, and producing financial calculations. The ideal candidate should have proven paraplanning experience and a Level 4 Diploma or equivalent. This position offers hybrid working opportunities and the chance to work on complex cases.
Apr 09, 2026
Full time
A financial services firm in the UK is seeking a Senior Paraplanner to support Financial Planners in delivering high-quality advice. The role involves conducting research on pensions, investments, and tax planning, preparing suitability reports, and producing financial calculations. The ideal candidate should have proven paraplanning experience and a Level 4 Diploma or equivalent. This position offers hybrid working opportunities and the chance to work on complex cases.
A financial advisory firm in Guildford is seeking an experienced Senior Paraplanner to assist Financial Planners in delivering high-quality advice to clients. The role encompasses technical research and report writing, focusing on complex cases. Candidates should hold a Level 4 Diploma and have proven paraplanning experience within the financial sector. This position offers hybrid working options and a chance to guide junior team members while enhancing your expertise in financial planning.
Apr 09, 2026
Full time
A financial advisory firm in Guildford is seeking an experienced Senior Paraplanner to assist Financial Planners in delivering high-quality advice to clients. The role encompasses technical research and report writing, focusing on complex cases. Candidates should hold a Level 4 Diploma and have proven paraplanning experience within the financial sector. This position offers hybrid working options and a chance to guide junior team members while enhancing your expertise in financial planning.
Senior Paraplanner Location: Blackpool (hybrid working available) Salary: £45,000-£60,000 Overview An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases. Key Responsibilities Conduct research across pensions, investments, protection, and tax planning Prepare suitability reports and client documentation to a high standard Produce cashflow modelling and financial calculations Support Financial Planners in developing suitable client recommendations Ensure all work is compliant, clear, and client-focused Identify additional planning opportunities where appropriate Team & Development Provide guidance and support to junior team members Share knowledge and contribute to a collaborative team environment Maintain and develop technical knowledge through ongoing learning Support improvements to processes and report templates Skills & Experience Proven paraplanning experience within financial planning/wealth management Strong knowledge of financial planning products and advice areas Level 4 Diploma (or equivalent) required Progression towards Chartered status desirable Strong attention to detail, organisation, and communication skills Experience with cashflow modelling and back-office systems preferred Additional Information No direct line management, but mentoring of junior staff expected Opportunity to work on complex cases and develop technical expertise
Apr 09, 2026
Full time
Senior Paraplanner Location: Blackpool (hybrid working available) Salary: £45,000-£60,000 Overview An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases. Key Responsibilities Conduct research across pensions, investments, protection, and tax planning Prepare suitability reports and client documentation to a high standard Produce cashflow modelling and financial calculations Support Financial Planners in developing suitable client recommendations Ensure all work is compliant, clear, and client-focused Identify additional planning opportunities where appropriate Team & Development Provide guidance and support to junior team members Share knowledge and contribute to a collaborative team environment Maintain and develop technical knowledge through ongoing learning Support improvements to processes and report templates Skills & Experience Proven paraplanning experience within financial planning/wealth management Strong knowledge of financial planning products and advice areas Level 4 Diploma (or equivalent) required Progression towards Chartered status desirable Strong attention to detail, organisation, and communication skills Experience with cashflow modelling and back-office systems preferred Additional Information No direct line management, but mentoring of junior staff expected Opportunity to work on complex cases and develop technical expertise
Senior Paraplanner - London - Hybrid - Salary up to £70k My client is a highly regarded financial planning and investment management firm based in London. They offer independent advice to private clients, families, small businesses and charities nationwide. As a growing, dynamic practice, they pride themselves in build lasting partnerships with their clients-working closely with them to help realise their financial goals and long-term ambitions. My client is looking for an experienced Senior Paraplanner to join their close knit team and support two Partners and a Junior Adviser with a rapidly expanding client book. This is a client facing role focused on delivering high quality, compliant financial planning services with scope for progression into an Adviser role in the future.Your Role Includes Drafting suitability reports (templated and non templated) Providing technical research across financial planning and investments Attending client meetings (if requested) and drafting follow up notes Preparing valuations, review packs, and supporting client communications Managing pipeline business and liaising with providers and admin teams Supporting portfolio reviews and cash flow planning projects Responding to client queries efficiently and professionally What You'll Bring Minimum 3 years' experience in a similar role Diploma in Regulated Financial Planning (CII Level 4 or equivalent) Working towards Advanced Diploma (Level 6) Solid understanding of financial services, tax planning, and FCA conduct rules Excellent written, verbal and interpersonal skills A proactive mindset, attention to detail and a positive team spirit Benefits and Opportunities Structured career pathway-advance into an adviser role Exposure to complex planning scenarios and portfolio research Ongoing training and professional development Collaborative and respectful office culture Opportunity to work in a prestigious location alongside top tier professionals Interested? Send your CV to Ursula at Financial Divisions. I look forward to hearing from candidates who share a passion for excellence and integrity in financial advice.
Apr 09, 2026
Full time
Senior Paraplanner - London - Hybrid - Salary up to £70k My client is a highly regarded financial planning and investment management firm based in London. They offer independent advice to private clients, families, small businesses and charities nationwide. As a growing, dynamic practice, they pride themselves in build lasting partnerships with their clients-working closely with them to help realise their financial goals and long-term ambitions. My client is looking for an experienced Senior Paraplanner to join their close knit team and support two Partners and a Junior Adviser with a rapidly expanding client book. This is a client facing role focused on delivering high quality, compliant financial planning services with scope for progression into an Adviser role in the future.Your Role Includes Drafting suitability reports (templated and non templated) Providing technical research across financial planning and investments Attending client meetings (if requested) and drafting follow up notes Preparing valuations, review packs, and supporting client communications Managing pipeline business and liaising with providers and admin teams Supporting portfolio reviews and cash flow planning projects Responding to client queries efficiently and professionally What You'll Bring Minimum 3 years' experience in a similar role Diploma in Regulated Financial Planning (CII Level 4 or equivalent) Working towards Advanced Diploma (Level 6) Solid understanding of financial services, tax planning, and FCA conduct rules Excellent written, verbal and interpersonal skills A proactive mindset, attention to detail and a positive team spirit Benefits and Opportunities Structured career pathway-advance into an adviser role Exposure to complex planning scenarios and portfolio research Ongoing training and professional development Collaborative and respectful office culture Opportunity to work in a prestigious location alongside top tier professionals Interested? Send your CV to Ursula at Financial Divisions. I look forward to hearing from candidates who share a passion for excellence and integrity in financial advice.
A financial services firm in Central London is seeking an experienced Senior Paraplanner to support Financial Planners in delivering high-quality advice to clients. Responsibilities include conducting research across financial products, preparing suitability reports, and contributing to client outcomes, particularly on complex cases. The ideal candidate must have proven paraplanning experience, a Level 4 Diploma or equivalent, and strong communication skills. This role offers a hybrid working environment.
Apr 09, 2026
Full time
A financial services firm in Central London is seeking an experienced Senior Paraplanner to support Financial Planners in delivering high-quality advice to clients. Responsibilities include conducting research across financial products, preparing suitability reports, and contributing to client outcomes, particularly on complex cases. The ideal candidate must have proven paraplanning experience, a Level 4 Diploma or equivalent, and strong communication skills. This role offers a hybrid working environment.
Senior Paraplanner Location: Newcastle upon Tyne (hybrid working available) Salary: £45,000-£60,000 Overview An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases. Key Responsibilities Conduct research across pensions, investments, protection, and tax planning Prepare suitability reports and client documentation to a high standard Produce cashflow modelling and financial calculations Support Financial Planners in developing suitable client recommendations Ensure all work is compliant, clear, and client-focused Identify additional planning opportunities where appropriate Team & Development Provide guidance and support to junior team members Share knowledge and contribute to a collaborative team environment Maintain and develop technical knowledge through ongoing learning Support improvements to processes and report templates Skills & Experience Proven paraplanning experience within financial planning/wealth management Strong knowledge of financial planning products and advice areas Level 4 Diploma (or equivalent) required Progression towards Chartered status desirable Strong attention to detail, organisation, and communication skills Experience with cashflow modelling and back-office systems preferred Additional Information No direct line management, but mentoring of junior staff expected Opportunity to work on complex cases and develop technical expertise
Apr 08, 2026
Full time
Senior Paraplanner Location: Newcastle upon Tyne (hybrid working available) Salary: £45,000-£60,000 Overview An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases. Key Responsibilities Conduct research across pensions, investments, protection, and tax planning Prepare suitability reports and client documentation to a high standard Produce cashflow modelling and financial calculations Support Financial Planners in developing suitable client recommendations Ensure all work is compliant, clear, and client-focused Identify additional planning opportunities where appropriate Team & Development Provide guidance and support to junior team members Share knowledge and contribute to a collaborative team environment Maintain and develop technical knowledge through ongoing learning Support improvements to processes and report templates Skills & Experience Proven paraplanning experience within financial planning/wealth management Strong knowledge of financial planning products and advice areas Level 4 Diploma (or equivalent) required Progression towards Chartered status desirable Strong attention to detail, organisation, and communication skills Experience with cashflow modelling and back-office systems preferred Additional Information No direct line management, but mentoring of junior staff expected Opportunity to work on complex cases and develop technical expertise
A financial services company in Birmingham is looking for an experienced Senior Paraplanner to support Financial Planners in delivering holistic advice. Responsibilities include conducting technical research, preparing client documentation, and mentoring junior staff. The role requires proven paraplanning experience and strong knowledge of financial planning products. Hybrid working is available, offering an opportunity to develop technical expertise while working on complex cases. Competitive salary ranging from £45,000 to £60,000.
Apr 08, 2026
Full time
A financial services company in Birmingham is looking for an experienced Senior Paraplanner to support Financial Planners in delivering holistic advice. Responsibilities include conducting technical research, preparing client documentation, and mentoring junior staff. The role requires proven paraplanning experience and strong knowledge of financial planning products. Hybrid working is available, offering an opportunity to develop technical expertise while working on complex cases. Competitive salary ranging from £45,000 to £60,000.
A reputable financial services firm in Southampton is seeking an experienced Senior Paraplanner to support Financial Planners in delivering exceptional advice. The role involves conducting thorough research, preparing detailed client reports, and ensuring compliance while focusing on complex cases. Candidates must have a Level 4 Diploma or equivalent, paraplanning experience, and strong attention to detail. This role offers hybrid working arrangements, with opportunities for professional development and mentoring junior staff.
Apr 08, 2026
Full time
A reputable financial services firm in Southampton is seeking an experienced Senior Paraplanner to support Financial Planners in delivering exceptional advice. The role involves conducting thorough research, preparing detailed client reports, and ensuring compliance while focusing on complex cases. Candidates must have a Level 4 Diploma or equivalent, paraplanning experience, and strong attention to detail. This role offers hybrid working arrangements, with opportunities for professional development and mentoring junior staff.
We have a new opportunity for a Senior Paraplanner to join our clients based in the City of London. The Senior Paraplanner within the UK Additions Team analyses client portfolios and accounts to provide FCA-regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and account structure suitability. Reporting to the team leader, this role is client-facing and involves conducting fact-finding discussions, writing suitability reports, and delivering advice directly to clients. Key Responsibilities: Conduct fact-finding calls with clients to assess objectives, portfolio holdings, time horizons, cash flow needs, and overall financial situation to determine suitable asset allocation recommendations. Review and develop plans for clients with highly specialised situations. Analyse clients' existing pension and investment bond arrangements to determine whether a transfer or surrender is appropriate. Communicate advice directly to clients in a clear and professional manner. Prepare written proposals and recommendations, presenting them to clients to ensure understanding. Collaborate with other departments to deliver optimal client outcomes, including developing resources and providing training. Contribute to ad hoc projects aimed at improving operational efficiency. Adhere to compliance requirements and internal procedures to ensure regulatory standards are met in the provision of regulated advice. Qualifications & Experience: University degree or equivalent combination of education and experience. Level 4 Qualification preferred (CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma). Minimum of 3 years' experience in financial services. Strong understanding of financial planning principles and client suitability. High attention to detail and ability to manage multiple tasks effectively. Strong numerical and analytical skills. Ability to perform under pressure and collaborate effectively in a dynamic team environment. Required to complete an initial Fit & Proper (F&P) assessment prior to independent practice, with annual assessments thereafter.
Apr 08, 2026
Full time
We have a new opportunity for a Senior Paraplanner to join our clients based in the City of London. The Senior Paraplanner within the UK Additions Team analyses client portfolios and accounts to provide FCA-regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and account structure suitability. Reporting to the team leader, this role is client-facing and involves conducting fact-finding discussions, writing suitability reports, and delivering advice directly to clients. Key Responsibilities: Conduct fact-finding calls with clients to assess objectives, portfolio holdings, time horizons, cash flow needs, and overall financial situation to determine suitable asset allocation recommendations. Review and develop plans for clients with highly specialised situations. Analyse clients' existing pension and investment bond arrangements to determine whether a transfer or surrender is appropriate. Communicate advice directly to clients in a clear and professional manner. Prepare written proposals and recommendations, presenting them to clients to ensure understanding. Collaborate with other departments to deliver optimal client outcomes, including developing resources and providing training. Contribute to ad hoc projects aimed at improving operational efficiency. Adhere to compliance requirements and internal procedures to ensure regulatory standards are met in the provision of regulated advice. Qualifications & Experience: University degree or equivalent combination of education and experience. Level 4 Qualification preferred (CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma). Minimum of 3 years' experience in financial services. Strong understanding of financial planning principles and client suitability. High attention to detail and ability to manage multiple tasks effectively. Strong numerical and analytical skills. Ability to perform under pressure and collaborate effectively in a dynamic team environment. Required to complete an initial Fit & Proper (F&P) assessment prior to independent practice, with annual assessments thereafter.
Client Delivery Lead - Mortgage Advise Hybrid working from Succession's Amersham or Sheffield offices Succession Wealth, part of the Aviva Group, is one of the UK's leading independent financial planning and wealth management organisations. We're dedicated to empowering people to take control of their financial future. Through personalised advice, long term relationships and a commitment to exceptional client service, we help individuals, families and businesses build confidence in their financial wellbeing. Our people are at the heart of this mission - working collaboratively, acting with integrity, and always putting clients first. The role: As a Client Delivery Lead, you'll work as part of a team providing a highly effective administrative service to support Succession Wealth's Advisors in maintaining a portfolio of high-net-worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with Advisors, Paraplanners and other colleagues across the business. 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 that our client information database is up to date and accurate at all times. To be successful in the role you will need: At least a year's experience in a fast paced financial services administration role, preferably within Mortgages and / or equity release. 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: 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. £465 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, Digital 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 Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we 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.
Apr 08, 2026
Full time
Client Delivery Lead - Mortgage Advise Hybrid working from Succession's Amersham or Sheffield offices Succession Wealth, part of the Aviva Group, is one of the UK's leading independent financial planning and wealth management organisations. We're dedicated to empowering people to take control of their financial future. Through personalised advice, long term relationships and a commitment to exceptional client service, we help individuals, families and businesses build confidence in their financial wellbeing. Our people are at the heart of this mission - working collaboratively, acting with integrity, and always putting clients first. The role: As a Client Delivery Lead, you'll work as part of a team providing a highly effective administrative service to support Succession Wealth's Advisors in maintaining a portfolio of high-net-worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with Advisors, Paraplanners and other colleagues across the business. 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 that our client information database is up to date and accurate at all times. To be successful in the role you will need: At least a year's experience in a fast paced financial services administration role, preferably within Mortgages and / or equity release. 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: 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. £465 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, Digital 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 Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we 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.
