448 jobs found

Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team click apply for full job details

Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet targe click apply for full job details

We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning groups. Known for its independent advice, strong values, and commitment to developing its people, the firm is recruiting within its Leicester office and looking for an experienced Paraplanner to join the team. If you enjoy problem-solving, producing high-quality technical work, and supporting advisers wi click apply for full job details

About the Opportunity We are working in partnership with a respected independent financial planning firm in the North East to recruit a Paraplanner. This is a fantastic opportunity for someone who truly enjoys providing administrative and paraplanning support and is looking to build a long-term career within a supportive and professional environment. The Role As a Paraplanner, you will play a key role in supporting the advisers by delivering high-quality technical work and ensuring compliance standards are met. This is a fully office-based position, ideal for individuals who thrive in a collaborative setting. Key Responsibilities: Preparing detailed and compliant suitability reports and recommendations. Conducting research and analysis across pensions, investments, and protection products. Assisting advisers with technical queries and maintaining accurate client records. Liaising with providers and clients to ensure smooth implementation of advice. What We're Looking For Previous experience as a Paraplanner or Administrator within an IFA or independent firm. Strong technical knowledge of financial planning, including pensions, investments, and tax considerations. Excellent attention to detail and ability to work to deadlines. Diploma in Financial Planning (Level 4) or working towards it. What's on Offer Competitive salary (dependent on experience). 25 days holiday + bank holidays. Fully office-based role in a friendly, professional team. Long-term career opportunity with a respected independent firm. Interested? If you're an experienced Paraplanner looking for stability and a role you can enjoy for the long term, we'd love to hear from you. Apply today or contact us for a confidential discussion.

Paraplanner - Birmingham/home based - Up to £45,000 Benefits: Private Medical Insurance Death In Service: 4X Salary 5% Employer Pension Contribution 28 days Holiday + Bank Holidays Remote/flexible working, 2-3 times a month in Birmingham office. Our well-established financial services firm is seeking an experienced Paraplanner to join our dynamic team. Based in Birmingham with the flexibility of remote working, this role offers a perfect blend of professional growth, stability, and work-life balance. Key Responsibilities: Collaborate with financial advisors to create comprehensive financial plans for clients. Conduct research and analysis to support the development of suitable financial strategies. Prepare and maintain accurate client files, ensuring compliance with industry regulations. Requirements: Minimum of 2 years' experience as a Paraplanner. Level 4 qualification is mandatory. Proven track record of steady employment and commitment to roles. Ability to balance remote work with occasional in-person meetings. What next? If you are a dedicated and experienced Paraplanner looking to join a thriving team, we want to hear from you! If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support

Job Title: ParaplannerLocation: Northampton, UKSalary: £40,000 - £50,000 Benefits: Pension contributions matched at 10% PMI, PHI, and Death in Service schemes after probation Onsite parking and gym facilities 21 days holiday per annum (increases annually up to 25 days) plus bank holidays We are working alongside a Chartered Financial Planning Firm, Discretionary Asset Manager, and Tax Planning Specialist who are looking to add a Paraplanner to their wealth department. The business caters to high net worth and ultra-high net worth individuals, providing comprehensive financial services. Roles and Responsibilities: As a Paraplanner, you will: Arrange client meetings with Financial Planner(s) and produce accurate meeting notes and action points. Ensure accurate reflection of client data in the Fact Find document and on our back-office systems. Prepare client financial plans and suitability reports under the guidance of Financial Planner(s). Document and evidence research and analysis of financial products to meet client needs. Complete research for product recommendations, obtaining compliance sign-off if required. What next? If you are a dedicated and motivated individual looking for a challenging yet rewarding role within a supportive team, we welcome you to apply. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support

Our client a very well established wealth manager are now looking for technically proficient Paraplanner to join the business . This is a superb IFA Paraplanner opportunity within one of the most friendly and growing practices. Key Responsibilities: Assisting a high producing IFA Principal. Dealing with Wealthy private clients portfolio's. Attend client meetings and record comprehensive notes Draft detailed, compliant suitability reports Conduct product and investment research Build cashflow models and support complex planning Liaise with providers and manage review prep Play a key role in ensuring a seamless client journey About You: Level 4 Diploma qualified ( Experience in a Paraplanning role within an IFA Strong technical skills and attention to detail IT Skills Fully competent in all the major desktop applications (proficient in Microsoft Word, Excel and Outlook etc). Previous experience using report writing software is a distinct advantage. Previous experience of all the main Platforms and IO will be advantageous The role is offered on a full time basis

Trainee Financial Adviser (Paraplanner Adviser Pathway) Cranleigh £40,000 - £50,000 (depending on experience) Hybrid working (1 day from home) + flexible hours Client Overview This opportunity sits within a boutique independent financial planning firm that focuses on delivering personalised, long-term financial planning for individuals and families. This role is designed for a paraplanner who is ready to take the next step into financial advice within a supportive boutique firm. The business has built a strong reputation for providing thoughtful, holistic advice and prides itself on maintaining close relationships with clients. Despite being a small practice, the firm has ambitious growth plans over the next five years. The culture is collaborative, supportive and genuinely team-focused. The support team works closely together, with administrators, paraplanners and advisers working collaboratively to deliver an excellent client experience. Role Details Starting in a paraplanning capacity, providing technical research and report writing to support the financial planning process. Working closely with the lead adviser, gaining exposure to client relationships and the wider advice process. Attending client meetings and gradually becoming more involved in the delivery of financial planning advice. Building relationships with clients over time, supported by the adviser and wider team. Progressing into leading client meetings and delivering advice independently as your experience grows. Ultimately taking on responsibility for client relationships as the lead adviser transitions towards focusing more on the strategic growth of the business. This is a structured progression role that allows a technically strong paraplanner to develop into a fully fledged financial adviser with ongoing mentorship and support. Benefits / Details Salary £40,000 - £50,000 depending on experience. Hybrid working with 1 day per week from home. Flexible working hours, allowing employees to balance work around life and family commitments. Opportunity to inherit client relationships over time as part of a structured adviser development pathway. Collaborative team culture within a supportive boutique financial planning firm with clear growth plans. If you are a paraplanner who is ready to begin the transition into financial advice and would value mentorship within a supportive boutique firm, please apply and we can discuss the role in more detail

This Paraplanner job in Maidstone and Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Paraplanner, you will be supporting their team of Financial Advisors who typically deal with complex, holistic financial planning for HNW clients. This is an exciting role for a technically strong individual who enjoys being involved in creating excellent recommendations for clients. Naturally, your role will involve undertaking research, analysis and report writing. You will be supported by their team of Administrators, T&C and compliance, all working in-house together to create the best outcomes for clients. Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there. The Company Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand. Paraplanner Requirements You must be an experienced Paraplanner with strong technical expertise You must be Level 4 Diploma in Financial Planning qualified with preference towards individuals holding or close to achieving Chartered status Our client is focused on values driven individuals who are motivated by delivering great service to clients Paraplanner Benefits Competitive salary to be discussed at interview Office based role No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone Folkestone Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Paraplanner Location: Norwich (Hybrid) Salary: £ Negotiable The Opportunity Our client is a modern, independent financial planning firm seeking an experienced and detail-oriented Paraplanner to join its growing team in Norwich. This is an excellent opportunity for a technically strong paraplanner to play a key role in supporting Financial Planners and contributing to high-quality client outcomes within a collaborative environment. Role Overview The successful candidate will be responsible for producing accurate, compliant financial planning reports and providing technical support to advisers. You will work closely with Financial Planners to ensure recommendations are well-researched, clearly documented, and delivered efficiently, supporting the firm's ongoing growth. Key Responsibilities Prepare suitability reports, cashflow models, and technical research to support Financial Planners. Conduct detailed research on pensions, investments, and protection solutions. Ensure all documentation meets FCA regulatory requirements and internal compliance standards. Liaise closely with advisers to ensure accurate and timely client recommendations. Support continuous improvement of paraplanning processes and workflows. Assist with more complex cases as experience develops, acting as a technical support to advisers. Candidate Skills Essential: Experience as a Paraplanner within an IFA or financial planning firm. Level 4 Diploma in Financial Planning Strong technical knowledge of pensions, investments, and protection products. High level of accuracy and attention to detail. Strong written and verbal communication skills. Desirable: Experience with Intelligent Office (IO) and cashflow modelling tools. Benefits Include: Up to 30 days annual holiday Private medical insurance Flexible working (including partial home-based options) Pension scheme Exam support for further qualifications

Paraplanner Darlington A fantastic new opportunity has arisen for a Paraplanner to join a thriving and forward-thinking firm of financial planners in Darlington. This respected business offers advice across the full spectrum of financial planning including retirement, estate planning, protection (personal and corporate) and investments. You'll be joining a professional friendly team that places real value on collaboration, training, and long-term career development. With exciting growth plans ahead, now is the perfect time to be part of this journey. Paraplanner - What's on Offer: Market-leading salary , with top bracket for highly experienced, technical or qualified Paraplanners. Full funding and support for study towards further qualifications. A supportive, energetic team environment where your contributions are genuinely valued. Paraplanner role responsibilities: This is a traditional paraplanning role working closely with and in collaboration with financial advisers. Conducting research on products and providers to identify the best client solutions. Preparing clear and compliant suitability and financial planning reports. Supporting advisers with reviews, client requests, and day-to-day queries. Engaging in cashflow planning when required by adviser. Promoting best practice and ensuring all work complies with regulatory requirements. Working in collaboration with financial planning administrators and other Paraplanners in office. Requirements for the Paraplanner role: Previous paraplanning or technical support experience within financial planning, ideally in an independent financial planning environment. Strong technical knowledge of investments and pensions with a client-focused mindset. Enthusiastic, organised, and able to build rapport easily with colleagues and clients alike. Diploma qualified (or working towards) desirable, with study support available. To apply or find out more about the Paraplanner role: Please send your CV to . com or just get in touch with me if you have any questions . All enquiries will be handled in strictest confidence.

Are you an experienced financial professional who loves helping advisers elevate their skills? This Financial Adviser Trainer job could be the perfect blend of technical expertise, people development and long term career opportunity. In this newly created position, you will play a key role in developing advisers across a well established and growing financial planning business. Your work will help strengthen adviser capability, improve client outcomes and support the company's continued expansion. This is a hands on training role, combining both technical knowledge and commercial awareness, with the autonomy to shape impactful learning programmes. You will deliver training to existing advisers with a broad range of experience, rather than new-to-industry trainees. This includes designing and delivering engaging sessions, running workshops, creating learning materials and providing one to one coaching where needed. You will also support adviser development around client engagement, effective communication and improving conversion on warm client opportunities. This is an excellent role for someone who enjoys influencing adviser performance and wants to make a tangible difference. Progression opportunities are strong, with the potential to grow responsibilities or specialise as the training function expands. Financial Adviser Trainer Requirements Essential Strong knowledge across pensions, investments, protection and broader planning areas Background in delivering training, coaching or mentoring within a regulated environment Desirable Experience as a Financial Adviser or Paraplanner, or significant technical training experience within financial services Level 4 Diploma in Regulated Financial Planning or equivalent Experience supporting adviser development around client relationships or business growth Exposure to designing learning materials or digital training content The Company A growing, adviser focused financial services business with a strong reputation for professionalism. They support advisers with high quality resources, a collaborative culture and a commitment to continuous improvement. Financial Adviser Trainer Benefits Salary up to £70,000 (negotiable) Hybrid working, typically three days office based and two from home Opportunities to shape the training function as it develops Supportive environment with ongoing professional development Location Candidates should live within a reasonable commute of Bromsgrove, with flexibility through hybrid working. If you are passionate about developing advisers and want a role with influence, impact and long term potential, we encourage you to apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Overview My client is currently looking for an experienced IFA Administrator to join their team in Newcastle Under Lyme. The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients. Key Duties Processing new business Preparing valuation reports Preparing performance documentation for client review appointments Preparing review checklist for client appointments Obtaining provider information to assist advisers with their recommendations and enable Paraplanners to produce comprehensive reports Run risk profiler results via FE Analytics Ensuring that clients are advised of progress throughout this process Assisting with research and producing FE Analytics fund switch reports Ensure client authorisation received to complete switch in line with MIFID II requirements Processing and monitoring switch directly with provider or electronically via platform Preparing half yearly valuation reports for issue to client Provide post review summary reports to clients Completing withdrawal instructions on behalf of clients Ensuring any instructions received are confirmed in writing by client and authentication process is followed Experience / Qualifications Previous experience in an IFA environment is essential. How to apply For more information please contact Graeme Hyland on or email Additional information 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. Diversity, Equity and Inclusion 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.

THE OPPORTUNITY There are roles and then there are callings . This is the latter. A rare and compelling opportunity has emerged for a Paraplanner of precision, intellect and quiet ambition to step into a position of genuine influence within a distinguished and highly regarded wealth management practice in Epsom. This is not simply a seat at the table - it is a chance to become the engine behind exceptional financial advice, the unseen architect of life-changing client outcomes, and a trusted technical authority in a firm where standards are not met they are set . THE BUSINESS This is a long-established, deeply respected financial planning practice with decades of heritage and an unwavering commitment to excellence. Built on trust, sustained by relationships, and refined through years of delivering tailored advice, the firm stands as a beacon of professionalism within the St. James's Place Partnership. Clients are not numbers here - they are long-term relationships, often spanning generations, nurtured through care, diligence, and a relentless pursuit of doing things properly. THE ROLE As Paraplanner, you will be the analytical powerhouse supporting a team of accomplished Financial Advisers. Your words will shape recommendations, your research will underpin decisions, and your technical expertise will ensure every client solution is as robust as it is refined. You will operate at the very heart of the advice process - interpreting complex financial landscapes and translating them into clear, compliant and compelling suitability reports. This is a role for someone who takes pride in mastery, who understands that detail is not a burden but a craft. KEY RESPONSIBILITIES • Crafting detailed, technically robust suitability reports aligned with regulatory standards and internal frameworks • Conducting in-depth research across pensions, investments, protection and retirement planning • Analysing client circumstances, objectives, and risk profiles with precision and care • Supporting advisers in designing tailored financial strategies for both new and existing clients • Producing cashflow modelling and long-term financial planning analysis • Ensuring all work adheres to FCA compliance and regulatory expectations • Collaborating closely with advisers, administrators and technical teams • Maintaining impeccable client records and back-office systems • Supporting complex cases and acting as a technical sounding board SKILLS & EXPERIENCE REQUIRED • Proven experience as a Paraplanner within wealth management • Strong technical knowledge across pensions, investments, protection and tax planning • Level 4 Diploma in Financial Planning (essential) • Progression towards Chartered status (highly desirable) • Exceptional report writing skills with a forensic attention to detail • Strong understanding of FCA compliance requirements • Experience with cashflow modelling tools • Ability to manage multiple cases with accuracy and efficiency PERSONAL ATTRIBUTES • Meticulous, analytical and naturally detail-driven • Professional, composed and client-focused in outlook • Able to operate independently while thriving within a collaborative team • Clear communicator with a pragmatic, solutions-led mindset • Calm under pressure, with the discipline to meet deadlines without compromise WHAT'S ON OFFER • Competitive salary reflective of your expertise • Discretionary bonus • Pension contribution • Ongoing professional development and structured career progression • Support towards advanced qualifications and Chartered status • A stable, respected and high-performing environment • The opportunity to be part of a business where excellence is the standard and reputation is everything FINAL WORD This is not just another Paraplanner role. It is a chance to step into a position of real substance - where your expertise is valued, your contribution is visible, and your career can evolve with purpose. If you are ready to evolve and develop your wealth management advice skills and join a firm where quality reigns supreme, please make contact with me. For a confidential discussion, contact Ryan at Financial Divisions.

Paraplanner Bournemouth Office-based Up to £38,000 An established financial planning firm based in Bournemouth, is looking to appoint an experienced Paraplanner to join its paraplanning team. The firm supports a broad adviser base and is known for handling complex advice cases across pensions, investments, and retirement planning. This opportunity has arisen due to continued workload, and the successful candidate will play a key role in supporting advisers with high-quality technical and report-writing support. The role is primarily office-based to support collaboration and training; however, hybrid or remote working may be considered for a suitably experienced Paraplanner. The Role Preparation of full suitability reports across pensions and investments Technical support to advisers on complex advice cases End-to-end case management from instruction through to completion Liaison with advisers and internal teams to ensure timely and accurate delivery What They're Looking For Proven experience working as a Paraplanner within a financial planning firm Ability to manage cases independently with minimal supervision Strong technical knowledge and high-quality report writing skills Diploma qualifications are not essential; relevant experience and competence are key Package Salary up to £38,000, dependent on experience Discretionary bonus 5% employer pension contribution Health cash plan Additional benefits to be confirmed Apply today to be considered for this Paraplanner opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.

Our client is a highly respected, long-established wealth management firm near Sutton who are looking to bring in an experienced Paraplanner with a genuine desire to progress into an advisory role over time. This is a fantastic opportunity for someone who enjoys the technical side of financial planning but also wants a clear, supported pathway into becoming a Financial Adviser. The Opportunity You'll join a well-regarded practice with a strong reputation for delivering high-quality, relationship-led advice. Working closely with experienced Advisers, you'll play a key role in shaping client recommendations while developing the skills and exposure needed to step into an advisory position in the future. This isn't just a back-office role - as a Paraplanner, you'll be heavily involved in the advice process and given real visibility across client relationships. The Role Writing clear, compliant, and technically robust suitability reports Conducting detailed research across pensions, investments, protection, and tax planning Supporting Advisers in building tailored financial plans Producing cashflow modelling and long-term planning analysis Assisting with complex cases and acting as a technical point of contact Working closely with Advisers and Administrators to deliver a seamless client experience What They're Looking For Previous experience as a Paraplanner within wealth management Level 4 Diploma in Financial Planning (essential) Strong technical knowledge across core advice areas Experience with report writing and cashflow modelling Good understanding of compliance and regulatory requirements Someone organised, detail-focused and keen to develop Progress towards Chartered status would be a big plus, but not essential. What's On Offer Salary to £52,000 Discretionary bonus Pension and full benefits package Structured progression into an Advisory role Ongoing support with further qualifications A stable, well-regarded firm with a strong client base Why This Role? Opportunities offering a genuine route from Paraplanner to Adviser - with the right support, client exposure, and structure - are still relatively rare. This role offers exactly that within a firm that values long-term development and quality advice. If this role is of interest, please send your CV to Harry at Financial Divisions

I am currently recruiting for a Trainee Financial Advisor to join a friendly and supportive team in a role that offers a structured pathway to becoming a Chartered Financial Planner. This is an excellent opportunity for a Junior Financial Adviser or Paraplanner looking to build a long-term career. In this role, you will work closely with the Chartered Financial Adviser, attending client meetings and assisting with the planning process. Key responsibilities include: Attending appointments and taking detailed notes. Handling paraplanning duties, including underwriting cases and systems analysis. Conducting research and preparing reports for an existing client bank. Learning internal systems and processes through direct mentorship. A clear development pathway will be provided, including on-the-job training and full funding for your professional exams. This position is ideal for an individual looking to gain valuable client-facing experience while working toward their qualifications.Please get in touch for more information