Paraplanner (Work Life Balance) £40,000 - £50,000 + Pension + 33 Days Holiday + Bonus + Training + European Weekends Away Bordon, Hampshire Are you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' holiday, and the opportunity to earn an annual bonus? On offer is the opportunity to join a well-establi click apply for full job details
Apr 01, 2026
Full time
Paraplanner (Work Life Balance) £40,000 - £50,000 + Pension + 33 Days Holiday + Bonus + Training + European Weekends Away Bordon, Hampshire Are you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' holiday, and the opportunity to earn an annual bonus? On offer is the opportunity to join a well-establi click apply for full job details
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: Worcester (Office-based) Salary: £35,000 £40,000 per annum (depending on qualifications and experience) Benefits: 25 days annual leave plus bank holidays and your birthday off Matched pension contributions up to 4% £50,000 Critical Illness Cover 4x Death in Service Cover Private Medical Insurance Fully supported click apply for full job details
Apr 01, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: Worcester (Office-based) Salary: £35,000 £40,000 per annum (depending on qualifications and experience) Benefits: 25 days annual leave plus bank holidays and your birthday off Matched pension contributions up to 4% £50,000 Critical Illness Cover 4x Death in Service Cover Private Medical Insurance Fully supported click apply for full job details
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Apprentice Paraplanner / Junior Paraplanner Location: Worcester Salary: £25,000 to £30,000 depending on qualifications and experience) Benefits: 25 days annual leave plus bank holidays and your birthday off Matched pension contributions up to 4% £50,000 Critical Illness Cover 4x Death in Service Cover Private Medical Insurance Fully s click apply for full job details
Apr 01, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Apprentice Paraplanner / Junior Paraplanner Location: Worcester Salary: £25,000 to £30,000 depending on qualifications and experience) Benefits: 25 days annual leave plus bank holidays and your birthday off Matched pension contributions up to 4% £50,000 Critical Illness Cover 4x Death in Service Cover Private Medical Insurance Fully s click apply for full job details
We are pleased to be supporting a well established and expanding wealth management business seeking to recruit an experienced new business focussed Independent Financial Planner to join their team providing high level of advice and support to clients across pensions, investments and protection. Responsibilities: Candidates will work with both existing clients as well and looking to cultivate new relationships with clients and professional introducers, or those within our clients employee benefits arm requiring member advice. You will be responsible for leading presentations, tenders and proposals for clients in relation to new business whilst seeking to build additional partnerships and referral sources. Experience: The successful candidate will ideally be an experienced and Independent Financial Planner (IFA) used to dealing with a range of clients. We seek a candidate who is atleast Level 4 / Diploma qualified and who has strong technical knowledge to include investment and pensions. This role will be supported by our clients team of experienced and motivated Paraplanners / Administration staff who will be amongst other duties be responsible for report writing. Candidates need to have excellent communication, presentation and business development skills. Candidates need to ideally be qualified to Level 4 / Diploma in Financial Planning, although this is not essential. In return, candidates can expect to receive a competitive basic salary and excellent benefits and bonus scheme
Apr 01, 2026
Full time
We are pleased to be supporting a well established and expanding wealth management business seeking to recruit an experienced new business focussed Independent Financial Planner to join their team providing high level of advice and support to clients across pensions, investments and protection. Responsibilities: Candidates will work with both existing clients as well and looking to cultivate new relationships with clients and professional introducers, or those within our clients employee benefits arm requiring member advice. You will be responsible for leading presentations, tenders and proposals for clients in relation to new business whilst seeking to build additional partnerships and referral sources. Experience: The successful candidate will ideally be an experienced and Independent Financial Planner (IFA) used to dealing with a range of clients. We seek a candidate who is atleast Level 4 / Diploma qualified and who has strong technical knowledge to include investment and pensions. This role will be supported by our clients team of experienced and motivated Paraplanners / Administration staff who will be amongst other duties be responsible for report writing. Candidates need to have excellent communication, presentation and business development skills. Candidates need to ideally be qualified to Level 4 / Diploma in Financial Planning, although this is not essential. In return, candidates can expect to receive a competitive basic salary and excellent benefits and bonus scheme
Client Relationship Manager Hybrid / 3-days per week in office North London Full-time Permanent Competitive (dependent on experience) Comprehensive benefits (see foot of advert) Exam Support An award winning, multi-office, highly reputable Financial Planner are seeking a highly organised and proactive Hybrid Client Relationship Manager. This role is ideal for someone who enjoys working closely with Advisers, supporting the client journey from initial enquiry through to ongoing review, and ensuring a consistently high level of client service. The successful candidate will be responsible for coordinating adviser and client activities, maintaining accurate client records, and acting as a key liaison between clients, advisers, paraplanners, and providers. Client Relationship Manager - Key Responsibilities Set up new leads and prospects and maintain accurate records in our back-office system. Manage and update tasks for new leads. Attach Adviser correspondence and relevant documentation to client records. Prepare and issue compliance packs for client meetings. Chase outstanding documentation and upload completed paperwork to our back-office system. Send and manage risk profile questionnaires and record responses. Set up clients on the client portal and manage related documentation. Issue, chase and record fee agreements. Ensure first review meetings are scheduled for clients with ongoing service agreements. Upload and maintain AML documentation in our back-office system. Act as a key point of contact for clients, ensuring prompt responses and clear communication. Arrange client meetings and coordinate with Reviews Team to ensure appropriate preparation. Review upcoming Adviser diary and ensure meeting documentation is prepared and issued. Liaise with internal departments and external providers regarding client cases. Generate, issue and maintain client Fact Finds. Support review meeting preparation and liaise with Paraplanners where required. Prepare cases for suitability reports ensuring all documentation is complete. Pre-populate application paperwork for new business where appropriate. Monitor client platform cash levels to ensure sufficient funds for charges and income needs. Review, edit and upload meeting notes and issue approved notes to clients. Client Relationship Manager - Expectations & Objectives Work closely with the Adviser to develop and maintain an evolving agenda for weekly team meetings. Take and distribute meeting notes, confirming agreed actions to relevant team members. Provide updates at meetings on work-in-progress tasks, including progress made and any potential issues. Liaise with the Adviser to ensure all tasks are completed and recorded in our back-office system, particularly relating to new leads, advice cases, and review meetings. Maintain an understanding of team targets, helping to prioritise work to support their achievement. Maintain oversight of high-value new business cases to ensure smooth progression. Attend client meetings when required (capacity permitting) and support the Adviser throughout the advice process. Support the Adviser and/or Paraplanner in producing high-level discussion documents. Client Relationship Manager - Learning & Development Continue personal development through regular training aligned with your agreed development plan. Maintain knowledge of internal processes, compliance requirements, and systems. Proactively develop your understanding of financial planning processes and Adviser Support functions. Manage your own workload effectively, ensuring tasks are completed to the required standard while accurately recording time where required. Client Relationship Manager - About You Previous experience in financial services administration, adviser support, or client relationship management. Strong organisational skills and excellent attention to detail. Experience using CRM systems (preferred). Excellent communication and client service skills. Ability to manage multiple priorities and deadlines. A proactive and collaborative approach to supporting Advisers and clients. What's on Offer Competitive salary package. Hybrid working pattern (3 days office-based). Supportive and collaborative team environment. Ongoing training and professional development opportunities. The opportunity to play a key role in delivering outstanding client service within a growing team. 4% matched pension contributions. Income Protection Cover (terms apply). Death-in-Service Cover (terms apply). Health Shield Cash Plan. Employee Assistance Programmes. Cycle to Work Scheme. Employee Discounts. Company Activities. Breakfast/Fruit supplies. Discounted Health Tests. Optional Influenza vaccination. Employee referral programme. How to Apply If you are a motivated and detail-oriented professional looking to build your career in financial services, we want to hear from you. Please submit your CV and a short cover note outlining your experience to
Apr 01, 2026
Full time
Client Relationship Manager Hybrid / 3-days per week in office North London Full-time Permanent Competitive (dependent on experience) Comprehensive benefits (see foot of advert) Exam Support An award winning, multi-office, highly reputable Financial Planner are seeking a highly organised and proactive Hybrid Client Relationship Manager. This role is ideal for someone who enjoys working closely with Advisers, supporting the client journey from initial enquiry through to ongoing review, and ensuring a consistently high level of client service. The successful candidate will be responsible for coordinating adviser and client activities, maintaining accurate client records, and acting as a key liaison between clients, advisers, paraplanners, and providers. Client Relationship Manager - Key Responsibilities Set up new leads and prospects and maintain accurate records in our back-office system. Manage and update tasks for new leads. Attach Adviser correspondence and relevant documentation to client records. Prepare and issue compliance packs for client meetings. Chase outstanding documentation and upload completed paperwork to our back-office system. Send and manage risk profile questionnaires and record responses. Set up clients on the client portal and manage related documentation. Issue, chase and record fee agreements. Ensure first review meetings are scheduled for clients with ongoing service agreements. Upload and maintain AML documentation in our back-office system. Act as a key point of contact for clients, ensuring prompt responses and clear communication. Arrange client meetings and coordinate with Reviews Team to ensure appropriate preparation. Review upcoming Adviser diary and ensure meeting documentation is prepared and issued. Liaise with internal departments and external providers regarding client cases. Generate, issue and maintain client Fact Finds. Support review meeting preparation and liaise with Paraplanners where required. Prepare cases for suitability reports ensuring all documentation is complete. Pre-populate application paperwork for new business where appropriate. Monitor client platform cash levels to ensure sufficient funds for charges and income needs. Review, edit and upload meeting notes and issue approved notes to clients. Client Relationship Manager - Expectations & Objectives Work closely with the Adviser to develop and maintain an evolving agenda for weekly team meetings. Take and distribute meeting notes, confirming agreed actions to relevant team members. Provide updates at meetings on work-in-progress tasks, including progress made and any potential issues. Liaise with the Adviser to ensure all tasks are completed and recorded in our back-office system, particularly relating to new leads, advice cases, and review meetings. Maintain an understanding of team targets, helping to prioritise work to support their achievement. Maintain oversight of high-value new business cases to ensure smooth progression. Attend client meetings when required (capacity permitting) and support the Adviser throughout the advice process. Support the Adviser and/or Paraplanner in producing high-level discussion documents. Client Relationship Manager - Learning & Development Continue personal development through regular training aligned with your agreed development plan. Maintain knowledge of internal processes, compliance requirements, and systems. Proactively develop your understanding of financial planning processes and Adviser Support functions. Manage your own workload effectively, ensuring tasks are completed to the required standard while accurately recording time where required. Client Relationship Manager - About You Previous experience in financial services administration, adviser support, or client relationship management. Strong organisational skills and excellent attention to detail. Experience using CRM systems (preferred). Excellent communication and client service skills. Ability to manage multiple priorities and deadlines. A proactive and collaborative approach to supporting Advisers and clients. What's on Offer Competitive salary package. Hybrid working pattern (3 days office-based). Supportive and collaborative team environment. Ongoing training and professional development opportunities. The opportunity to play a key role in delivering outstanding client service within a growing team. 4% matched pension contributions. Income Protection Cover (terms apply). Death-in-Service Cover (terms apply). Health Shield Cash Plan. Employee Assistance Programmes. Cycle to Work Scheme. Employee Discounts. Company Activities. Breakfast/Fruit supplies. Discounted Health Tests. Optional Influenza vaccination. Employee referral programme. How to Apply If you are a motivated and detail-oriented professional looking to build your career in financial services, we want to hear from you. Please submit your CV and a short cover note outlining your experience to
Paraplanner Opportunities (Trainee or Qualified) - Exeter or Remote/Hybrid Are you looking to build or further develop your career in paraplanning within a progressive, forward-thinking Chartered environment? We are recruiting at two levels - Trainee Paraplanner/Technical Assistant and Qualified Paraplanner - offering the opportunity to join a dynamic, innovative financial planning firm recognised for delivering bespoke investment, pension and tax-efficient planning solutions. This is an exciting time to join a growing and highly successful independent business that embraces cutting-edge technology, high professional standards and a culture that treats clients like family. About the Opportunity We are seeking motivated individuals to join our paraplanning and technical support team. The level at which you join will depend on your experience, qualifications and career aspirations. Trainee Paraplanner / Technical Assistant - Office Based (Exeter) Perfect for someone entering the profession or early in their paraplanning journey. You'll receive full support, training and exposure across the advice process. Office-based working is required to maximise hands-on learning and development. Qualified Paraplanner - Remote or Hybrid Working Ideal for an experienced paraplanner who can confidently support advisers with technical research, suitability reports and client documentation. Flexibility is available, including fully remote or hybrid arrangements. Key Responsibilities (Level Dependent) Trainee Paraplanner / Technical Assistant Draft Annual Review reports following triage by senior paraplanners. Support the technical and paraplanning team across administrative and technical tasks. Collaborate with advisers, senior paraplanners, client services and the investment team. Maintain accurate client and provider communication via phone, email, letter and face-to-face. Ensure the CRM system (Intelligent Office) remains compliant and up to date. Contribute to an efficient, organised and client-focused office environment. Commit to ongoing professional development and industry qualifications. Qualified Paraplanner Produce high-quality suitability reports and supporting research across pensions, investments and tax-efficient planning. Conduct complex technical analysis and support advisers in client meetings where required. Liaise with clients and providers professionally and proactively. Maintain high compliance standards and ensure accuracy across all documentation. Take responsibility for managing workload independently while contributing to team success. Assist in developing processes and supporting continuous improvement across the paraplanning function. Skills, Attributes & Qualifications Trainee Level Keen to learn and build a long-term career in paraplanning. Willingness to study for and achieve relevant industry qualifications. Qualified Level Demonstrable paraplanning experience within a regulated environment. Industry qualifications preferred (e.g., progressing toward or achieved Diploma level). Salary & Benefits Salary is dependent on experience and qualifications. A competitive package is available at both levels, with full training and development support for trainee applicants and flexibility for experienced paraplanners.
Apr 01, 2026
Full time
Paraplanner Opportunities (Trainee or Qualified) - Exeter or Remote/Hybrid Are you looking to build or further develop your career in paraplanning within a progressive, forward-thinking Chartered environment? We are recruiting at two levels - Trainee Paraplanner/Technical Assistant and Qualified Paraplanner - offering the opportunity to join a dynamic, innovative financial planning firm recognised for delivering bespoke investment, pension and tax-efficient planning solutions. This is an exciting time to join a growing and highly successful independent business that embraces cutting-edge technology, high professional standards and a culture that treats clients like family. About the Opportunity We are seeking motivated individuals to join our paraplanning and technical support team. The level at which you join will depend on your experience, qualifications and career aspirations. Trainee Paraplanner / Technical Assistant - Office Based (Exeter) Perfect for someone entering the profession or early in their paraplanning journey. You'll receive full support, training and exposure across the advice process. Office-based working is required to maximise hands-on learning and development. Qualified Paraplanner - Remote or Hybrid Working Ideal for an experienced paraplanner who can confidently support advisers with technical research, suitability reports and client documentation. Flexibility is available, including fully remote or hybrid arrangements. Key Responsibilities (Level Dependent) Trainee Paraplanner / Technical Assistant Draft Annual Review reports following triage by senior paraplanners. Support the technical and paraplanning team across administrative and technical tasks. Collaborate with advisers, senior paraplanners, client services and the investment team. Maintain accurate client and provider communication via phone, email, letter and face-to-face. Ensure the CRM system (Intelligent Office) remains compliant and up to date. Contribute to an efficient, organised and client-focused office environment. Commit to ongoing professional development and industry qualifications. Qualified Paraplanner Produce high-quality suitability reports and supporting research across pensions, investments and tax-efficient planning. Conduct complex technical analysis and support advisers in client meetings where required. Liaise with clients and providers professionally and proactively. Maintain high compliance standards and ensure accuracy across all documentation. Take responsibility for managing workload independently while contributing to team success. Assist in developing processes and supporting continuous improvement across the paraplanning function. Skills, Attributes & Qualifications Trainee Level Keen to learn and build a long-term career in paraplanning. Willingness to study for and achieve relevant industry qualifications. Qualified Level Demonstrable paraplanning experience within a regulated environment. Industry qualifications preferred (e.g., progressing toward or achieved Diploma level). Salary & Benefits Salary is dependent on experience and qualifications. A competitive package is available at both levels, with full training and development support for trainee applicants and flexibility for experienced paraplanners.
An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.The office is based in Leicester and Nottingham and would only require 2 days per week in the office.The business is looking for an individual that ideally holds their level 4 diploma and has experience as a Paraplanner as you will be supporting experienced financial planners and assisting them with a range of cases. Your role will include but will not be limited to: To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriate Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance Provide research and analysis of investment funds and financial products, whilst considering the client objectives Conduct fund research Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there Preparation of fund switch and encashment letters according to advice provided Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source Liaise with Product Providers / Third Parties regarding any technical queries The ideal candidate will: Level 4 diploma qualified Good understanding of the Financial Planning process Strong interpersonal skills, both written and verbal communication Customer service skills - providing an excellent service to the adviser and client Excellent planning and organisational skills Ability to work effectively to deadlines Accuracy and attention to detail to balance demands of role Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Apr 01, 2026
Full time
An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.The office is based in Leicester and Nottingham and would only require 2 days per week in the office.The business is looking for an individual that ideally holds their level 4 diploma and has experience as a Paraplanner as you will be supporting experienced financial planners and assisting them with a range of cases. Your role will include but will not be limited to: To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriate Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance Provide research and analysis of investment funds and financial products, whilst considering the client objectives Conduct fund research Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there Preparation of fund switch and encashment letters according to advice provided Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source Liaise with Product Providers / Third Parties regarding any technical queries The ideal candidate will: Level 4 diploma qualified Good understanding of the Financial Planning process Strong interpersonal skills, both written and verbal communication Customer service skills - providing an excellent service to the adviser and client Excellent planning and organisational skills Ability to work effectively to deadlines Accuracy and attention to detail to balance demands of role Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Paraplanner (Fully Remote) FULLY REMOTE - SJP Partner Practice Salary: £40,000 - £45,000 depending on experience + fantastic bonus scheme (paid monthly ongoing + end-of-year bonus). About the Opportunity Our client is a highly successful and growing St. James's Place Wealth Management Partner Practice known for delivering an exceptional, client-centred financial advice service. As part of their continued expansion, they are seeking an experienced Paraplanner with a SJP background to join their remote team and provide high-quality technical support to the Managing Partner. This role offers full exam support for candidates who do not yet hold the full Diploma, provided they bring strong SJP paraplanning experience . The Role The Paraplanner will play a vital role in supporting the practice's advice process, ensuring all client recommendations are accurate, compliant and delivered to the highest standard. Working fully remotely, you will be responsible for preparing high-quality reports and ensuring suitability across all advice areas. This position is ideal for someone detail-focused, technically strong and confident working independently within an SJP framework. Key Responsibilities Produce high-quality, compliant suitability reports within SJP standards Conduct detailed research across pensions, investments, IHT and retirement planning Analyse client information and prepare recommendations for the Advisers Maintain accurate and compliant records using SJP systems Prepare review reports, cashflow data and documentation for client meetings Liaise professionally with clients, providers and internal teams Ensure all advice aligns with SJP's regulatory requirements and risk standards Support ongoing advice processes including reviews, switches and servicing About You The ideal candidate will have solid experience as a Paraplanner within an SJP Partner Practice and be confident supporting the full financial planning process. Full DipPFS is not essential - strong SJP experience is. Essential Skills & Experience Proven paraplanning experience within an SJP Partner Practice Strong working knowledge of SJP systems, processes and report workflows High level of technical understanding across pensions, investments and protection Excellent attention to detail and accuracy Confident producing full suitability/recommendation reports Strong understanding of compliance requirements in a regulated environment Comfortable working independently in a remote setting Personal Qualities Professional, discreet and client-focused Analytical, detail-driven and thorough Calm under pressure with a solutions-led approach Proactive, organised and able to manage multiple priorities Keen to develop professionally and progress qualifications What Our Client Offers Fully remote working Fantastic and above-average bonus scheme Full exam support toward Diploma (if not yet completed) Access to SJP training and development pathways Supportive and collaborative team culture Opportunity to work closely with an experienced Managing Partner
Apr 01, 2026
Full time
Paraplanner (Fully Remote) FULLY REMOTE - SJP Partner Practice Salary: £40,000 - £45,000 depending on experience + fantastic bonus scheme (paid monthly ongoing + end-of-year bonus). About the Opportunity Our client is a highly successful and growing St. James's Place Wealth Management Partner Practice known for delivering an exceptional, client-centred financial advice service. As part of their continued expansion, they are seeking an experienced Paraplanner with a SJP background to join their remote team and provide high-quality technical support to the Managing Partner. This role offers full exam support for candidates who do not yet hold the full Diploma, provided they bring strong SJP paraplanning experience . The Role The Paraplanner will play a vital role in supporting the practice's advice process, ensuring all client recommendations are accurate, compliant and delivered to the highest standard. Working fully remotely, you will be responsible for preparing high-quality reports and ensuring suitability across all advice areas. This position is ideal for someone detail-focused, technically strong and confident working independently within an SJP framework. Key Responsibilities Produce high-quality, compliant suitability reports within SJP standards Conduct detailed research across pensions, investments, IHT and retirement planning Analyse client information and prepare recommendations for the Advisers Maintain accurate and compliant records using SJP systems Prepare review reports, cashflow data and documentation for client meetings Liaise professionally with clients, providers and internal teams Ensure all advice aligns with SJP's regulatory requirements and risk standards Support ongoing advice processes including reviews, switches and servicing About You The ideal candidate will have solid experience as a Paraplanner within an SJP Partner Practice and be confident supporting the full financial planning process. Full DipPFS is not essential - strong SJP experience is. Essential Skills & Experience Proven paraplanning experience within an SJP Partner Practice Strong working knowledge of SJP systems, processes and report workflows High level of technical understanding across pensions, investments and protection Excellent attention to detail and accuracy Confident producing full suitability/recommendation reports Strong understanding of compliance requirements in a regulated environment Comfortable working independently in a remote setting Personal Qualities Professional, discreet and client-focused Analytical, detail-driven and thorough Calm under pressure with a solutions-led approach Proactive, organised and able to manage multiple priorities Keen to develop professionally and progress qualifications What Our Client Offers Fully remote working Fantastic and above-average bonus scheme Full exam support toward Diploma (if not yet completed) Access to SJP training and development pathways Supportive and collaborative team culture Opportunity to work closely with an experienced Managing Partner
Technical Paraplanner Witney Up to £50,000+ (DOE) Are you a technically strong Paraplanner looking to take the next step in your career? We're working with a growing, forward-thinking financial planning firm in Witney that's looking to add a talented Technical Paraplanner to their collaborative and highly regarded team. This is a fantastic opportunity to play a key role in delivering high-quality, holistic advice while continuing to build your technical expertise. The Opportunity As a Technical Paraplanner, you'll act as a key support to Financial Planners, working on a wide range of client cases-from straightforward planning to more complex strategies. You'll be central to the advice process, helping to shape recommendations and ensure clients receive clear, compliant, and well-structured financial plans. This role is ideal for someone who enjoys problem-solving, thrives on technical detail, and wants to take ownership of their work within a supportive environment. Key Responsibilities Provide technical support across pensions, investments, and tax planning Prepare detailed suitability reports and client recommendations Build and model holistic financial plans, including cashflow modelling Conduct research and analysis to support advice strategies Assist with complex cases and bespoke planning solutions Respond to technical queries from advisers and clients Support client meetings where required Ensure all work meets regulatory and compliance standards Manage multiple cases and deadlines effectively About You Level 4 Diploma qualified (minimum) 4-7+ years' paraplanning experience preferred Strong technical knowledge across pensions, investments, and tax Experience with cashflow modelling tools Excellent report writing and attention to detail Proactive, organised, and able to manage multiple priorities Comfortable working independently and as part of a team Working towards Chartered status (desirable) What's on Offer Salary up to £50,000 (depending on experience) Flexible working options post-probation Generous holiday allowance + option to purchase additional leave Company pension scheme Private medical insurance Life insurance & income protection Ongoing professional development and support towards Chartered status Sabbatical opportunities Regular team events and a supportive culture Free on-site parking Interested? If you're looking to join a business that values technical excellence, professional development, and a strong team culture, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
Apr 01, 2026
Full time
Technical Paraplanner Witney Up to £50,000+ (DOE) Are you a technically strong Paraplanner looking to take the next step in your career? We're working with a growing, forward-thinking financial planning firm in Witney that's looking to add a talented Technical Paraplanner to their collaborative and highly regarded team. This is a fantastic opportunity to play a key role in delivering high-quality, holistic advice while continuing to build your technical expertise. The Opportunity As a Technical Paraplanner, you'll act as a key support to Financial Planners, working on a wide range of client cases-from straightforward planning to more complex strategies. You'll be central to the advice process, helping to shape recommendations and ensure clients receive clear, compliant, and well-structured financial plans. This role is ideal for someone who enjoys problem-solving, thrives on technical detail, and wants to take ownership of their work within a supportive environment. Key Responsibilities Provide technical support across pensions, investments, and tax planning Prepare detailed suitability reports and client recommendations Build and model holistic financial plans, including cashflow modelling Conduct research and analysis to support advice strategies Assist with complex cases and bespoke planning solutions Respond to technical queries from advisers and clients Support client meetings where required Ensure all work meets regulatory and compliance standards Manage multiple cases and deadlines effectively About You Level 4 Diploma qualified (minimum) 4-7+ years' paraplanning experience preferred Strong technical knowledge across pensions, investments, and tax Experience with cashflow modelling tools Excellent report writing and attention to detail Proactive, organised, and able to manage multiple priorities Comfortable working independently and as part of a team Working towards Chartered status (desirable) What's on Offer Salary up to £50,000 (depending on experience) Flexible working options post-probation Generous holiday allowance + option to purchase additional leave Company pension scheme Private medical insurance Life insurance & income protection Ongoing professional development and support towards Chartered status Sabbatical opportunities Regular team events and a supportive culture Free on-site parking Interested? If you're looking to join a business that values technical excellence, professional development, and a strong team culture, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
Paraplanner - Client-Facing Wealth Management Location: Bishop's Stortford Salary: £40,000 - £55,000 + Generous Annual Bonus + Full Study Support + Hybrid Working The Opportunity An exceptional opportunity has arisen to join a highly regarded, independent firm of Financial Advisers, renowned for delivering bespoke financial planning and discretionary investment management services to both private and corporate clients. Operating from a boutique office near Bishop's Stortford, this firm has cultivated an outstanding reputation through client referrals and an unwavering commitment to service excellence. As a result of sustained growth, they are seeking to appoint a talented and ambitious Paraplanner to enhance their Client Support function. This is not a traditional back-office role. Instead, it offers a highly client-facing remit, working closely with a team of four accomplished Financial Advisers while supporting and elevating the wider administrative function. It is ideally suited to an individual with clear aspirations to progress into an advisory capacity in the future. The Role As a Paraplanner, you will quickly become an integral part of the business, developing strong internal relationships and building rapport with a sophisticated client base. Your technical expertise and analytical capability will be central to delivering high-quality financial planning solutions. Key responsibilities include: Producing detailed and compliant suitability reports across a range of financial planning areas Undertaking in-depth technical research to support tailored client recommendations Assisting in the preparation and delivery of annual client reviews Supporting cashflow modelling and long-term financial planning strategies Ensuring the ongoing accuracy and compliance of client files Assisting with internal file audits and regulatory requirements The Culture This firm offers a genuinely collaborative and close-knit environment, where professionalism and camaraderie go hand in hand. Every member of the team contributes to a shared goal of delivering exceptional client outcomes, making it an ideal setting for individuals who value teamwork, integrity, and excellence. The Candidate Diploma qualified or actively progressing towards Level 4 Diploma (with RO exams underway) Proven experience as a Paraplanner within a wealth management or financial planning environment Strong technical knowledge and report writing capability Ambitious, personable, and eager to develop into a client-facing/advisory role The Proposition This role represents a genuine career-defining opportunity. You will receive direct mentorship from a highly charismatic and respected Director, gaining exposure to clients and strategic financial planning from an early stage. Over time, you will be positioned to become the firm's lead Paraplanner, with a clear pathway towards advisory responsibility. The business offers a comprehensive and highly competitive package including: A generous basic salary of £40,000 - £55,000 A lucrative annual bonus Full study support towards Chartered status Hybrid working flexibility A supportive, forward-thinking environment with long-term progression Next Steps If you are currently operating within a private client wealth management environment and seeking a more progressive, client-centric paraplanning role, this opportunity should not be overlooked. For a confidential discussion, please contact Ryan at Financial Divisions.
Apr 01, 2026
Full time
Paraplanner - Client-Facing Wealth Management Location: Bishop's Stortford Salary: £40,000 - £55,000 + Generous Annual Bonus + Full Study Support + Hybrid Working The Opportunity An exceptional opportunity has arisen to join a highly regarded, independent firm of Financial Advisers, renowned for delivering bespoke financial planning and discretionary investment management services to both private and corporate clients. Operating from a boutique office near Bishop's Stortford, this firm has cultivated an outstanding reputation through client referrals and an unwavering commitment to service excellence. As a result of sustained growth, they are seeking to appoint a talented and ambitious Paraplanner to enhance their Client Support function. This is not a traditional back-office role. Instead, it offers a highly client-facing remit, working closely with a team of four accomplished Financial Advisers while supporting and elevating the wider administrative function. It is ideally suited to an individual with clear aspirations to progress into an advisory capacity in the future. The Role As a Paraplanner, you will quickly become an integral part of the business, developing strong internal relationships and building rapport with a sophisticated client base. Your technical expertise and analytical capability will be central to delivering high-quality financial planning solutions. Key responsibilities include: Producing detailed and compliant suitability reports across a range of financial planning areas Undertaking in-depth technical research to support tailored client recommendations Assisting in the preparation and delivery of annual client reviews Supporting cashflow modelling and long-term financial planning strategies Ensuring the ongoing accuracy and compliance of client files Assisting with internal file audits and regulatory requirements The Culture This firm offers a genuinely collaborative and close-knit environment, where professionalism and camaraderie go hand in hand. Every member of the team contributes to a shared goal of delivering exceptional client outcomes, making it an ideal setting for individuals who value teamwork, integrity, and excellence. The Candidate Diploma qualified or actively progressing towards Level 4 Diploma (with RO exams underway) Proven experience as a Paraplanner within a wealth management or financial planning environment Strong technical knowledge and report writing capability Ambitious, personable, and eager to develop into a client-facing/advisory role The Proposition This role represents a genuine career-defining opportunity. You will receive direct mentorship from a highly charismatic and respected Director, gaining exposure to clients and strategic financial planning from an early stage. Over time, you will be positioned to become the firm's lead Paraplanner, with a clear pathway towards advisory responsibility. The business offers a comprehensive and highly competitive package including: A generous basic salary of £40,000 - £55,000 A lucrative annual bonus Full study support towards Chartered status Hybrid working flexibility A supportive, forward-thinking environment with long-term progression Next Steps If you are currently operating within a private client wealth management environment and seeking a more progressive, client-centric paraplanning role, this opportunity should not be overlooked. For a confidential discussion, please contact Ryan at Financial Divisions.
Paraplanner Team Leader Birmingham Salary up to £45,000 Benefits Annual Leave : 25 days plus bank holidays (Plus birthday leave for free) Auto Enrolment Pension Scheme : 5% Employee + 3% Employer Death In Service (after 3 months) - 4 x salary Bonus Scheme Are you an experienced Paraplanner or Technical Specialist ready to step into a leadership role? This is an exciting opportunity to lead a high-performing Technical/Paraplanning team, driving quality, efficiency, and continuous improvement across the financial planning process. The Role As Technical Team Leader, you will oversee the day-to-day activities of the Technical/Paraplanning function, ensuring workflow is managed effectively and service levels are consistently met. You will play a key role in developing your team, maintaining high compliance standards, and supporting the delivery of excellent client outcomes. This is a hands-on leadership role, combining people management with technical expertise. Key Responsibilities Lead, mentor, and develop a team of Paraplanners, Technical Specialists, and Apprentices Manage workflow distribution to ensure deadlines and service levels are met Oversee the preparation and review of complex suitability reports and financial planning documentation Act as the main escalation point for technical queries from advisers and client servicing teams Collaborate with senior management to drive strategic initiatives and process improvements Work closely with Compliance to ensure regulatory standards and training requirements are maintained Monitor team performance, conduct reviews, and support ongoing development Maintain and improve report templates, tools, and internal procedures Produce and analyse management information for leadership reporting Support the team with technical work where required, including research, tax calculations, and cashflow modelling Ensure a client-centric approach across all outputs, delivering clear and high-quality advice documentation About You Significant experience in a Paraplanning or Technical role within financial services Previous experience managing, mentoring, or leading a team Strong technical knowledge across pensions, investments, tax planning, and financial strategies Experience producing and reviewing complex suitability reports Excellent communication skills, both written and verbal Highly organised with the ability to manage multiple priorities in a fast-paced environment Strong analytical and problem-solving skills Confident delivering training and supporting team development Diploma in Financial Planning (or working towards) Technical Skills Strong IT skills with experience in back-office and financial planning systems Experience with tools such as Intelligent Office, FE Analytics, and cashflow modelling software (e.g. Voyant) is advantageous Why Apply? This is a fantastic opportunity to step into a leadership role where you can shape a technical team, influence business processes, and play a key part in delivering high-quality financial planning services. Apply today via NJR Recruitment or call quoting the reference NJR16574 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Apr 01, 2026
Full time
Paraplanner Team Leader Birmingham Salary up to £45,000 Benefits Annual Leave : 25 days plus bank holidays (Plus birthday leave for free) Auto Enrolment Pension Scheme : 5% Employee + 3% Employer Death In Service (after 3 months) - 4 x salary Bonus Scheme Are you an experienced Paraplanner or Technical Specialist ready to step into a leadership role? This is an exciting opportunity to lead a high-performing Technical/Paraplanning team, driving quality, efficiency, and continuous improvement across the financial planning process. The Role As Technical Team Leader, you will oversee the day-to-day activities of the Technical/Paraplanning function, ensuring workflow is managed effectively and service levels are consistently met. You will play a key role in developing your team, maintaining high compliance standards, and supporting the delivery of excellent client outcomes. This is a hands-on leadership role, combining people management with technical expertise. Key Responsibilities Lead, mentor, and develop a team of Paraplanners, Technical Specialists, and Apprentices Manage workflow distribution to ensure deadlines and service levels are met Oversee the preparation and review of complex suitability reports and financial planning documentation Act as the main escalation point for technical queries from advisers and client servicing teams Collaborate with senior management to drive strategic initiatives and process improvements Work closely with Compliance to ensure regulatory standards and training requirements are maintained Monitor team performance, conduct reviews, and support ongoing development Maintain and improve report templates, tools, and internal procedures Produce and analyse management information for leadership reporting Support the team with technical work where required, including research, tax calculations, and cashflow modelling Ensure a client-centric approach across all outputs, delivering clear and high-quality advice documentation About You Significant experience in a Paraplanning or Technical role within financial services Previous experience managing, mentoring, or leading a team Strong technical knowledge across pensions, investments, tax planning, and financial strategies Experience producing and reviewing complex suitability reports Excellent communication skills, both written and verbal Highly organised with the ability to manage multiple priorities in a fast-paced environment Strong analytical and problem-solving skills Confident delivering training and supporting team development Diploma in Financial Planning (or working towards) Technical Skills Strong IT skills with experience in back-office and financial planning systems Experience with tools such as Intelligent Office, FE Analytics, and cashflow modelling software (e.g. Voyant) is advantageous Why Apply? This is a fantastic opportunity to step into a leadership role where you can shape a technical team, influence business processes, and play a key part in delivering high-quality financial planning services. Apply today via NJR Recruitment or call quoting the reference NJR16574 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
We are currently recruiting for a Financial Planning practice near Oxford who are looking to recruit a Paraplanner to join their team. The company provides an integrated financial and tax advice service. Their experienced financial advisers work very closely with their professional tax advisers to provide a fully comprehensive wealth management solution. They work with individuals, business owners and professionals throughout the various stages of life; whether you are a young family seeking protection against life's unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, they have a range of solutions to meet your needs. They proactively work with clients to develop a strategic approach to ensure clients meet their financial objectives. They put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances now, and in the future. They currently have an opportunity for an experienced Paraplanner to join the team. After the initial training in the Worthing office, the successful candidate can be based in the offices on a hybrid basis. Travel to the Worthing office is required to attend team meetings. The successful candidate will be working closely with the Financial Advisers and Sales Support teams. The role would include: Preparing and maintaining client files, Preparing and implementing recommendations Ensuring all compliance paperwork is present Due diligence associated to the investment committee Assisting in providing technical support Coaching of team members Writing reports based on client's requirements Being a point of reference for advisers Consistently researching and reviewing market products available The ideal candidate: Minimum of 2 years' experience in a paraplanning role preparing Annual Reviews and Recommendation Reports Experience with Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) (essential) Excellent organisational skills Ability to work on own initiative and plan own workload Thorough understanding of all compliance regulations Good decision-making skills Use initiative based on the findings of their research Level 4 Diploma qualified or near to completing Supervisory experience would be beneficial Adaptable and happy to take on new challenges Interest/experience in Financial Services Marketing/blog writing (preferred) Interest/experience in Later Life Financial Advice / Planning (preferred)
Apr 01, 2026
Full time
We are currently recruiting for a Financial Planning practice near Oxford who are looking to recruit a Paraplanner to join their team. The company provides an integrated financial and tax advice service. Their experienced financial advisers work very closely with their professional tax advisers to provide a fully comprehensive wealth management solution. They work with individuals, business owners and professionals throughout the various stages of life; whether you are a young family seeking protection against life's unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, they have a range of solutions to meet your needs. They proactively work with clients to develop a strategic approach to ensure clients meet their financial objectives. They put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances now, and in the future. They currently have an opportunity for an experienced Paraplanner to join the team. After the initial training in the Worthing office, the successful candidate can be based in the offices on a hybrid basis. Travel to the Worthing office is required to attend team meetings. The successful candidate will be working closely with the Financial Advisers and Sales Support teams. The role would include: Preparing and maintaining client files, Preparing and implementing recommendations Ensuring all compliance paperwork is present Due diligence associated to the investment committee Assisting in providing technical support Coaching of team members Writing reports based on client's requirements Being a point of reference for advisers Consistently researching and reviewing market products available The ideal candidate: Minimum of 2 years' experience in a paraplanning role preparing Annual Reviews and Recommendation Reports Experience with Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) (essential) Excellent organisational skills Ability to work on own initiative and plan own workload Thorough understanding of all compliance regulations Good decision-making skills Use initiative based on the findings of their research Level 4 Diploma qualified or near to completing Supervisory experience would be beneficial Adaptable and happy to take on new challenges Interest/experience in Financial Services Marketing/blog writing (preferred) Interest/experience in Later Life Financial Advice / Planning (preferred)
We are currently recruiting for a Financial Planning firm local to Witney who are looking to recruit an experienced Senior Paraplanner to join their team. About the Role They are looking for an experienced paraplanner with a passion for strategy. If you're excited by strategic thinking, client engagement, and building detailed, goal-driven financial plans, this is the role for you.This is not a report-writing role hidden behind spreadsheets and templates. You'll be an integral part of the client planning process from the start, working closely with Financial Planners, contributing directly to strategy, attending client meetings, and helping shape life-changing outcomes for the clients. About the company The company is an independent financial planning firm based just outside Witney. They are known for their truly holistic, lifestyle-based financial planning, and they pride themselves on making a genuine difference in their clients' lives.They believe that great paraplanning is a career, not a stepping stone. That's why they're investing in someone who wants to refine their technical skills, drive client strategy, and become a vital part of a collaborative planning team. Responsibilities Collaborate closely with Financial Planners to build tailored financial strategies and planning solutions. Attend client meetings and help translate their goals into robust financial strategies and cashflow plans. Carry out deep technical research, product analysis, and portfolio review work. Prepare accurate and meaningful cashflow forecasts using Voyant, and help shape strategic recommendations. Be a trusted point of contact for clients - answering questions, building relationships, and ensuring a seamless planning experience. Working closely with the team to design smart, personalised plans as new clients come on board Helping review work and giving helpful feedback to support junior team members Work with our support team to ensure plans are implemented smoothly and efficiently. Contribute to ongoing innovation and best-practice development within the planning team. What They are Looking For Minimum 5 years paraplanning experience with a track record of hands-on involvement in building client strategies. Diploma in Financial Planning (DipPFS) or equivalent In-depth technical knowledge across key planning areas - pensions, investments, tax, protection, estate planning, etc, with the ability to apply it to client scenarios Competent in using cashflow modelling tools - ideally Voyant. Excellent communicator - able to build rapport with clients and team members alike. A sharp eye for detail, strong numeracy, and a proactive, solutions-focused mindset. Someone who takes pride in delivering outstanding advice and outcomes, not just outputs. The Perks Competitive salary (£50 - 60k DOE) Bonus scheme 25 days holiday + bank holidays Early finish Fridays Private medical insurance Life insurance & income protection Company pension scheme Ongoing training & full exam support Flexible Working They offer hybrid working, with the option to work up to two days per week from home (after successfully completing probation) However, they are a client-first firm, and flexibility is key -so there may be times when being in the office or attending client meetings takes priority. They trust their team to be responsive to client needs while maintaining a healthy work-life balance.
Apr 01, 2026
Full time
We are currently recruiting for a Financial Planning firm local to Witney who are looking to recruit an experienced Senior Paraplanner to join their team. About the Role They are looking for an experienced paraplanner with a passion for strategy. If you're excited by strategic thinking, client engagement, and building detailed, goal-driven financial plans, this is the role for you.This is not a report-writing role hidden behind spreadsheets and templates. You'll be an integral part of the client planning process from the start, working closely with Financial Planners, contributing directly to strategy, attending client meetings, and helping shape life-changing outcomes for the clients. About the company The company is an independent financial planning firm based just outside Witney. They are known for their truly holistic, lifestyle-based financial planning, and they pride themselves on making a genuine difference in their clients' lives.They believe that great paraplanning is a career, not a stepping stone. That's why they're investing in someone who wants to refine their technical skills, drive client strategy, and become a vital part of a collaborative planning team. Responsibilities Collaborate closely with Financial Planners to build tailored financial strategies and planning solutions. Attend client meetings and help translate their goals into robust financial strategies and cashflow plans. Carry out deep technical research, product analysis, and portfolio review work. Prepare accurate and meaningful cashflow forecasts using Voyant, and help shape strategic recommendations. Be a trusted point of contact for clients - answering questions, building relationships, and ensuring a seamless planning experience. Working closely with the team to design smart, personalised plans as new clients come on board Helping review work and giving helpful feedback to support junior team members Work with our support team to ensure plans are implemented smoothly and efficiently. Contribute to ongoing innovation and best-practice development within the planning team. What They are Looking For Minimum 5 years paraplanning experience with a track record of hands-on involvement in building client strategies. Diploma in Financial Planning (DipPFS) or equivalent In-depth technical knowledge across key planning areas - pensions, investments, tax, protection, estate planning, etc, with the ability to apply it to client scenarios Competent in using cashflow modelling tools - ideally Voyant. Excellent communicator - able to build rapport with clients and team members alike. A sharp eye for detail, strong numeracy, and a proactive, solutions-focused mindset. Someone who takes pride in delivering outstanding advice and outcomes, not just outputs. The Perks Competitive salary (£50 - 60k DOE) Bonus scheme 25 days holiday + bank holidays Early finish Fridays Private medical insurance Life insurance & income protection Company pension scheme Ongoing training & full exam support Flexible Working They offer hybrid working, with the option to work up to two days per week from home (after successfully completing probation) However, they are a client-first firm, and flexibility is key -so there may be times when being in the office or attending client meetings takes priority. They trust their team to be responsive to client needs while maintaining a healthy work-life balance.
Financial Planner - St Albans Location: St Albans, Hertfordshire Salary: Competitive basic + bonus + benefits Client Bank: Circa £30m AUM (handover from retiring adviser) Experience: 3-5 years as a Financial Adviser / Planner The Opportunity I'm recruiting on behalf of a highly regarded, independent wealth management firm based in St Albans , who are looking for an experienced Financial Planner to take over part of an established client bank from a retiring adviser. This is a rare opportunity to step into a high-quality portfolio (approx. £30m AUM ) and continue delivering outstanding financial planning advice, with full support and a smooth client handover. Role Overview Manage and develop a portfolio of existing clients, ensuring a seamless transition Deliver holistic financial planning across pensions, investments, protection, and estate planning Build long-term client relationships and uphold the firm's reputation for quality advice Work alongside a dedicated paraplanning and administrative team Generate additional business through referrals and ongoing client engagement About You Level 4 Diploma qualified (Chartered or working towards is advantageous) Proven experience as a Financial Planner / Adviser (minimum 3 years) Strong technical knowledge across all areas of financial planning Excellent communication and relationship management skills Professional, ethical, and client-focused approach What's on Offer Warm handover of existing clients (c. £30m AUM) Competitive salary and attractive bonus potential Full back-office support from experienced paraplanners and administrators Genuine long-term career progression, with potential for partnership or equity This is an excellent opportunity for a Financial Planner who values long-term client relationships and wants to work within a supportive, forward-thinking firm.
Apr 01, 2026
Full time
Financial Planner - St Albans Location: St Albans, Hertfordshire Salary: Competitive basic + bonus + benefits Client Bank: Circa £30m AUM (handover from retiring adviser) Experience: 3-5 years as a Financial Adviser / Planner The Opportunity I'm recruiting on behalf of a highly regarded, independent wealth management firm based in St Albans , who are looking for an experienced Financial Planner to take over part of an established client bank from a retiring adviser. This is a rare opportunity to step into a high-quality portfolio (approx. £30m AUM ) and continue delivering outstanding financial planning advice, with full support and a smooth client handover. Role Overview Manage and develop a portfolio of existing clients, ensuring a seamless transition Deliver holistic financial planning across pensions, investments, protection, and estate planning Build long-term client relationships and uphold the firm's reputation for quality advice Work alongside a dedicated paraplanning and administrative team Generate additional business through referrals and ongoing client engagement About You Level 4 Diploma qualified (Chartered or working towards is advantageous) Proven experience as a Financial Planner / Adviser (minimum 3 years) Strong technical knowledge across all areas of financial planning Excellent communication and relationship management skills Professional, ethical, and client-focused approach What's on Offer Warm handover of existing clients (c. £30m AUM) Competitive salary and attractive bonus potential Full back-office support from experienced paraplanners and administrators Genuine long-term career progression, with potential for partnership or equity This is an excellent opportunity for a Financial Planner who values long-term client relationships and wants to work within a supportive, forward-thinking firm.
We are currently recruiting for a Financial Planning practice who are looking to recruit a Level 4 Diploma Qualified Paraplanner to join their team in their Aylesbury office. This role offers hybrid working. Role The role will report to the Head of Paraplanning, and the key areas of the role are as follows: Analyse client information and existing investments/plans Tax calculations (IHT/CGT/bonds etc) Construct appropriate solutions for clients in conjunction with the advisers Write suitability reports for cases of varying complexity Run Cashflow models for clients Be a point of contact for technical queries for CS and advisers Communicating with clients on research and report time scales Attend client meetings where required Helping to train other members of the team Potentially getting involved in some project work to further improve our systems and processes Leading Pod meetings Undertake peer reviews for the paraplanning team Responsibilities Ensure all work is completed accurately and to a high standard Think client when writing a report to ensure the report is client friendly and easy to digest Taking ownership of the clients experience by ensuring you effectively manage your cases throughout the process (from the meeting booked date) Ensuring clients are kept informed throughout the advice process Take responsibility for the data in our systems to ensure it is accurate and up to date Work collaboratively with advisers on cases (offering ideas and options) Ensure all e-mails, research documents and report drafts are saved to our file storage system with meaningful titles Actively participating in Paraplanner meetings Strive to meet all points on the PP service charter Person Demonstrate a strong technical knowledge and understanding of all financial products Experience within the financial services industry and have had at least 3 years Paraplanning experience Excellent communication skills, both verbally and in writing Logical mind Attention to detail Ability to communicate effectively with departments across the business as well as clients Being comfortable with working in a fast-paced environment Being a good team player and offering to help the team where you can Be organised and able to manage a busy workload
Apr 01, 2026
Full time
We are currently recruiting for a Financial Planning practice who are looking to recruit a Level 4 Diploma Qualified Paraplanner to join their team in their Aylesbury office. This role offers hybrid working. Role The role will report to the Head of Paraplanning, and the key areas of the role are as follows: Analyse client information and existing investments/plans Tax calculations (IHT/CGT/bonds etc) Construct appropriate solutions for clients in conjunction with the advisers Write suitability reports for cases of varying complexity Run Cashflow models for clients Be a point of contact for technical queries for CS and advisers Communicating with clients on research and report time scales Attend client meetings where required Helping to train other members of the team Potentially getting involved in some project work to further improve our systems and processes Leading Pod meetings Undertake peer reviews for the paraplanning team Responsibilities Ensure all work is completed accurately and to a high standard Think client when writing a report to ensure the report is client friendly and easy to digest Taking ownership of the clients experience by ensuring you effectively manage your cases throughout the process (from the meeting booked date) Ensuring clients are kept informed throughout the advice process Take responsibility for the data in our systems to ensure it is accurate and up to date Work collaboratively with advisers on cases (offering ideas and options) Ensure all e-mails, research documents and report drafts are saved to our file storage system with meaningful titles Actively participating in Paraplanner meetings Strive to meet all points on the PP service charter Person Demonstrate a strong technical knowledge and understanding of all financial products Experience within the financial services industry and have had at least 3 years Paraplanning experience Excellent communication skills, both verbally and in writing Logical mind Attention to detail Ability to communicate effectively with departments across the business as well as clients Being comfortable with working in a fast-paced environment Being a good team player and offering to help the team where you can Be organised and able to manage a busy workload
Taylor James Professional Recruitment
Manchester, Lancashire
Our Manchester based award winning client are exclusively working with Taylor James to to appoint an IFA Administrator to join their team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Processing new business applications across the key financial products Submitting transaction & trade requests including fund switches on and off platform Obtaining illustrations & product literature Acquiring client portfolio valuations Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners & clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the Client's financial situation The candidate: IFA/ financial planning administration experience ( essential ) Experience of using Intelligent Office ( desirable ) knowledge of provider platforms Highly organised What's on offer: Starting basic salary of up to £35,000 bonus Home working 25 days holiday Full study support inclusive of training courses Structured career progression DIS Please contact submit the latest version of your CV to be considered for this opportunity.
Apr 01, 2026
Full time
Our Manchester based award winning client are exclusively working with Taylor James to to appoint an IFA Administrator to join their team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Processing new business applications across the key financial products Submitting transaction & trade requests including fund switches on and off platform Obtaining illustrations & product literature Acquiring client portfolio valuations Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners & clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the Client's financial situation The candidate: IFA/ financial planning administration experience ( essential ) Experience of using Intelligent Office ( desirable ) knowledge of provider platforms Highly organised What's on offer: Starting basic salary of up to £35,000 bonus Home working 25 days holiday Full study support inclusive of training courses Structured career progression DIS Please contact submit the latest version of your CV to be considered for this opportunity.
Chartered Paraplanner/Junior - Maidenhead (Hybrid) Salary: Up to £60,000 + 10% KPI Bonus Recruit UK are working with a highly regarded independent financial planning firm in London who are looking to appoint a Chartered Senior Paraplanner to join their collaborative and technically strong team. This is a fantastic opportunity to join a business that delivers true whole-of-market advice, avoiding restricted or process-driven models. The firm prides itself on high-quality, bespoke financial planning for a HNW client base, supported by a well-structured team of 11 advisers, 5 paraplanners and 12 administrators working closely together. The Role This position is suited to a technically strong Senior Paraplanner (5-8 years' experience) who is confident handling complex cases and playing a key role in supporting advisers. You will work closely with advisers on high-value, technical planning cases, including areas such as VCTs, cashflow modelling and advanced financial planning strategies, while maintaining a high standard of suitability reporting and research. Key Responsibilities • Produce high-quality, compliant suitability reports • Support advisers on complex technical cases (VCTs, cashflow modelling, tax planning) • Conduct detailed research and analysis across whole-of-market solutions • Work collaboratively with advisers and administrators to deliver seamless client outcomes • Maintain strong compliance standards and documentation quality Candidate Profile (Must Have) • Chartered (or very close to Chartered) • 5-8 years' paraplanning experience within an IFA environment • Strong technical knowledge across investments, pensions, tax and complex planning • Experience with cashflow modelling and advanced planning strategies • Comfortable working in a high-quality, HNW advice environment • Looking for a long-term pathway into Financial Planning Salary & Benefits • Up to £65,000 base salary • 10% KPI-based bonus • Structured career progression into a Financial Planner role (typically after 2+ years) • Collaborative team environment with strong internal support Working Model • 3 days per week in the office (non-negotiable) • Hybrid working structure Interview Process • 3/4-stage interview process This is an excellent opportunity for a career-driven Chartered Paraplanner looking to join a firm that values technical excellence, collaboration and long-term progression into an advisory role.
Apr 01, 2026
Full time
Chartered Paraplanner/Junior - Maidenhead (Hybrid) Salary: Up to £60,000 + 10% KPI Bonus Recruit UK are working with a highly regarded independent financial planning firm in London who are looking to appoint a Chartered Senior Paraplanner to join their collaborative and technically strong team. This is a fantastic opportunity to join a business that delivers true whole-of-market advice, avoiding restricted or process-driven models. The firm prides itself on high-quality, bespoke financial planning for a HNW client base, supported by a well-structured team of 11 advisers, 5 paraplanners and 12 administrators working closely together. The Role This position is suited to a technically strong Senior Paraplanner (5-8 years' experience) who is confident handling complex cases and playing a key role in supporting advisers. You will work closely with advisers on high-value, technical planning cases, including areas such as VCTs, cashflow modelling and advanced financial planning strategies, while maintaining a high standard of suitability reporting and research. Key Responsibilities • Produce high-quality, compliant suitability reports • Support advisers on complex technical cases (VCTs, cashflow modelling, tax planning) • Conduct detailed research and analysis across whole-of-market solutions • Work collaboratively with advisers and administrators to deliver seamless client outcomes • Maintain strong compliance standards and documentation quality Candidate Profile (Must Have) • Chartered (or very close to Chartered) • 5-8 years' paraplanning experience within an IFA environment • Strong technical knowledge across investments, pensions, tax and complex planning • Experience with cashflow modelling and advanced planning strategies • Comfortable working in a high-quality, HNW advice environment • Looking for a long-term pathway into Financial Planning Salary & Benefits • Up to £65,000 base salary • 10% KPI-based bonus • Structured career progression into a Financial Planner role (typically after 2+ years) • Collaborative team environment with strong internal support Working Model • 3 days per week in the office (non-negotiable) • Hybrid working structure Interview Process • 3/4-stage interview process This is an excellent opportunity for a career-driven Chartered Paraplanner looking to join a firm that values technical excellence, collaboration and long-term progression into an advisory role.
The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports. The Day-to-Day: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable Create and lead training for other groups within the firm as needed Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Experience working with accuracy and ability to organise/time-manage Quantitative in nature Ability to work under pressure and in a dynamic team environment Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles Exceptional understanding of client suitability It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Apr 01, 2026
Full time
The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports. The Day-to-Day: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable Create and lead training for other groups within the firm as needed Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Experience working with accuracy and ability to organise/time-manage Quantitative in nature Ability to work under pressure and in a dynamic team environment Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles Exceptional understanding of client suitability It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Paraplanner Location: Leeds (Hybrid - 2-3 days office-based) Salary: £45,000 - £60,000 + bonus & benefits An established and highly respected professional services firm is continuing to grow its specialist Financial Planning division and is now looking to recruit an experienced Paraplanner to join its Leeds office. This is an excellent opportunity to join a technically strong, well-structured financial planning team that is known for developing high-quality Paraplanners and offering clear, long-term career progression. The Role: Working closely with a dedicated Financial Planner, you will provide comprehensive paraplanning support and play a key role in delivering high-quality, holistic financial advice to a sophisticated private client base. Key responsibilities will include: Developing financial planning strategies aligned to client objectives Producing clear, client-focused suitability and financial planning reports Cashflow modelling, tax calculations and technical research Liaising with product providers and internal stakeholders Ensuring all work meets FCA and internal compliance standards About You: Diploma in Financial Planning (Level 4) qualified or above Strong technical knowledge across holistic financial planning Excellent written communication and attention to detail A proactive, solutions-focused mindset Suitable for Paraplanners from newly qualified through to more experienced levels What's on Offer: Salary of £45,000 - £60,000 (flexible for the right candidate) Annual performance-related bonus Hybrid working (2-3 days in the Leeds office) Clear and supported progression framework Benefits include: 25 days' annual leave plus bank holidays (increasing with service) Income protection and life assurance Generous pension scheme Paid professional subscriptions Health and wellbeing benefits Flexible benefits platform and additional perks This role offers genuine long-term career prospects, whether you wish to progress within paraplanning, move into leadership, or transition into a client-facing role in the future. For more information or a confidential discussion, please apply or get in touch.
Apr 01, 2026
Full time
Paraplanner Location: Leeds (Hybrid - 2-3 days office-based) Salary: £45,000 - £60,000 + bonus & benefits An established and highly respected professional services firm is continuing to grow its specialist Financial Planning division and is now looking to recruit an experienced Paraplanner to join its Leeds office. This is an excellent opportunity to join a technically strong, well-structured financial planning team that is known for developing high-quality Paraplanners and offering clear, long-term career progression. The Role: Working closely with a dedicated Financial Planner, you will provide comprehensive paraplanning support and play a key role in delivering high-quality, holistic financial advice to a sophisticated private client base. Key responsibilities will include: Developing financial planning strategies aligned to client objectives Producing clear, client-focused suitability and financial planning reports Cashflow modelling, tax calculations and technical research Liaising with product providers and internal stakeholders Ensuring all work meets FCA and internal compliance standards About You: Diploma in Financial Planning (Level 4) qualified or above Strong technical knowledge across holistic financial planning Excellent written communication and attention to detail A proactive, solutions-focused mindset Suitable for Paraplanners from newly qualified through to more experienced levels What's on Offer: Salary of £45,000 - £60,000 (flexible for the right candidate) Annual performance-related bonus Hybrid working (2-3 days in the Leeds office) Clear and supported progression framework Benefits include: 25 days' annual leave plus bank holidays (increasing with service) Income protection and life assurance Generous pension scheme Paid professional subscriptions Health and wellbeing benefits Flexible benefits platform and additional perks This role offers genuine long-term career prospects, whether you wish to progress within paraplanning, move into leadership, or transition into a client-facing role in the future. For more information or a confidential discussion, please apply or get in touch.
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Role and responsibilities: To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility Effectively and efficiently onboarding new clients and service the existing clients Building effective relationships with customers, advisers and paraplanners in your immediate POD Positively contribute to the team morale and energy, be a great team player Communicating to clients effectively through various mediums (e.g. telephone, email etc) Willing to get involved in projects within the business, which may occur from time to time Essential attributes the successful candidate should possess: The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. Knowledge of investment products ISAs, Pensions, Bonds Experience of using CRM systems Be a good team player Experience of challenging the status quo in respect of processes A strong passion for delivering excellent customer service A self-starter, who owns own development journey This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.
Apr 01, 2026
Full time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Role and responsibilities: To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility Effectively and efficiently onboarding new clients and service the existing clients Building effective relationships with customers, advisers and paraplanners in your immediate POD Positively contribute to the team morale and energy, be a great team player Communicating to clients effectively through various mediums (e.g. telephone, email etc) Willing to get involved in projects within the business, which may occur from time to time Essential attributes the successful candidate should possess: The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. Knowledge of investment products ISAs, Pensions, Bonds Experience of using CRM systems Be a good team player Experience of challenging the status quo in respect of processes A strong passion for delivering excellent customer service A self-starter, who owns own development journey This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.
