411 jobs found

Paraplanner Company Description Our client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses. Headquartered in Chester, the firm emphasizes delivering tailored strategies to help clients achieve their financial goals. With a commitment to excellence and client-centric service, our client supports long-term wealth building and preservation. The firm fosters a culture of collaboration, innovation, and trust within an ever-evolving financial landscape. Role Description This is a full-time role for a Paraplanner based in Chester, with the flexibility to work from home when needed. The Paraplanner will be responsible for supporting Financial Advisor by creating detailed reports, conducting financial analysis, and assisting in the development of comprehensive financial plans. Additional responsibilities include conducting investment research, preparing financial planning documents, and ensuring compliance with relevant regulations. The chosen candidate will also be responsible for meeting Business Development Managers and helping the company build and evolve their investment processes. Qualifications: Strong expertise in Financial Planning and profound knowledge of Finance and Investments. Proven analytical skills to evaluate complex financial data and create strategic recommendations. Proficiency in report writing with attention to detail and clarity. Relevant qualifications such as a Diploma in Financial Planning or progress toward financial certifications. Strong organizational and time management skills. Excellent written and verbal communication skills. Proficiency in financial software and tools is advantageous.

Paraplanner North London Hybrid (3 days in office) Competitive negotiable, plus benefits and exam support. This position offers excellent career progression. A multi-office, award winning Wealth Manager currently requires an experienced and qualified Paraplanner to join its friendly and vibrant team, on a hybrid basis, the office being based in North London. A competitive package is available. Hybrid (3-days in office) Job Description The role of a Paraplanner is to support one or more Financial Advisor/s with the advice processes in a compliant and efficient manner. The Paraplanner role involves: Managing tasks and the advice processes on X-Plan (back-office system) and having a full understanding of relevant processes for the job role, including but not limited to: Advice process - Including an understanding of the requirements for high-risk business/preapproval from compliance Fund switches Withdrawals Review process Conducting regular meetings with the Adviser(s) in order to:- Manage new business cases/submissions Keep abreast of the Adviser's(s) new business pipeline, their targets and monitoring performance against targets; (at adviser's discretion) Undertaking research into the different financial products that can be held by a client and understanding which are suitable for which clients, factoring in the advantages and disadvantages of each product. Writing client suitability reports using the company's preferred report writing software in the following areas:- Protection Pensions/retirement planning Investments Equity release Cash-flow forecasting Keeping abreast of current regulation and legislation and being able to apply this to client scenarios to meet objectives and ensure best advice is given. Understanding and suitably applying the Company's investment process and various investment offerings to meet a client's attitude to risk, personal circumstances, and financial objectives. Develop a working knowledge of providers' platforms and supporting websites with:- General understanding and navigation of the providers sites used throughout the business Obtaining the correct documentation to support business sign-ups (where applicable) Performing online transactions (as required) - including fund switching, withdrawals, cash management Managing client data Working with the Adviser(s) to prepare for client meetings and assisting with regular client reviews (the review process). Supporting the Adviser(s), as-and-when appropriate, in building cash-flow models to assist the client in overseeing their financial position and forecast future financial scenarios. Collaborating with Advisers to ensure suitability of advice and completeness of paperwork for all clients. Managing fund switches on client pensions and investments, ensuring they are invested in line with their risk profile If you are a Paraplanner looking for an exciting opportunity, apply today!

Client Care Administrator - Pensions & Investments South Manchester (Hybrid working) Free onsite and secure parking Salary: up to £30,000 An ambitious and fast-growing financial planning business based in South Manchester is looking to recruit an experienced Client Care Manager to join its expanding team. This is a pivotal, client-facing role at the heart of the business, supporting advisers, paraplanners and clients to ensure a smooth, accurate and professional service experience. The role offers strong development opportunities within a supportive environment and exposure to high-quality financial planning processes. The Role The Client Care Manager position focuses on three core areas that make up the majority of day-to-day activity: Appointment Making & Adviser Diary Management Booking annual reviews, acquisition introductions, analysis meetings and sign-up meetings (face-to-face and virtual) Coordinating adviser meetings efficiently, grouping clients by location where possible Managing appointment requests via internal workload trackers and adviser request forms Reviewing upcoming annual reviews three months in advance and agreeing formats and schedules with advisers Maintaining accurate, organised and up-to-date adviser diaries Letters of Authority (LOA) & Transfers of Service (ToS) Managing LOA and ToS trackers and issuing requests to providers Processing LOAs for onboarding clients, ad-hoc adviser requests and acquisition cases Proactively chasing providers for outstanding information Ensuring authority is in place across all relevant client plans Requesting and collating policy information where required Maintaining accurate records across all systems and trackers Processing Provider Documentation (Client Care Handover) Processing provider documentation following handover from paraplanners and client servicing teams Managing internal work requests and ensuring timely completion Completing tasks including fee increases, fund switches and Bed & ISA transactions Reviewing paraplanning work prior to submission to providers Additional Responsibilities Answering incoming calls on the main office line and directing queries appropriately Logging and distributing incoming and outgoing post Attending weekly adviser catch-ups to review workloads and priorities Issuing client surveys following reviews, new business, fee changes and no-change reviews Supporting the wider Client Care and Client Servicing teams when required Ordering stationery and assisting with general office requirements Ensuring all client data is accurate, compliant and maintained to company standards Key Skills & Attributes Strong organisational skills with the ability to manage multiple priorities Excellent written and verbal communication skills Confident using Microsoft Excel, Word and cloud-based systems (e.g. Google Sheets) High attention to detail and accuracy Proactive, collaborative and team-focused approach Comfortable working in a fast-paced, growing environment Motivated by delivering positive client outcomes and strong adviser support Package & Benefits Competitive salary Hybrid working (office-based in South Manchester, hybrid available after probation) 25 days holiday plus bank holidays Birthday holiday Group pension scheme (5% employer contribution) On-site gym Health Shield plan Free on-site parking Apply today via NJR Recruitment quoting the reference NJR16554 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.

£40,000 (flexible for the right candidate) + bonus 25 days holiday + bank holidays Pension & excellent benefits A highly respected Chartered wealth planning firm with multiple offices across Kent is looking to hire an experienced Senior IFA Administrator to join their growing team. This is a business with a strong reputation for delivering high-quality, whole-of-market advice to a diverse client base including HNW individuals, retirees, families, and SME owners across the South East and London. With around 2,000 clients and over £600m AUM, they offer a stable, professional environment with a genuine focus on client outcomes rather than sales targets. The firm provides advice across pensions, investments, tax planning, retirement planning, cashflow modelling, protection, and more specialist areas such as VCT and EIS. They benefit from long-standing relationships with accountancy and legal firms, generating a consistent flow of quality referrals. You'll be joining a collaborative support function made up of experienced administrators and paraplanners, working within a pooled team environment across two offices. The business places a strong emphasis on development, offering ongoing support with exams and CPD. The Role This is a newly created position, offering the opportunity to play a key role in supporting advisers and ensuring the smooth delivery of client service. You'll be responsible for managing the end-to-end administration process, working closely with advisers and paraplanners across a wide range of cases. A strong understanding of financial planning processes and attention to detail will be essential. What We're Looking For Minimum 3 years' experience within an IFA/wealth management environment Strong knowledge of end-to-end financial planning administration Experience working with platforms such as Intelligent Office, Novia, Fidelity, Transact or Aviva (IO highly desirable) Organised, proactive, and able to manage multiple cases efficiently A team player who thrives in a collaborative environment Why Apply? Join a well-established, Chartered firm with an excellent reputation Supportive, team-driven culture with real career development opportunities No sales-driven environment - strong focus on client outcomes Work alongside experienced advisers and paraplanners Contact Sam at Financial Divisions.

Salary: Up to £55,000 (DOE) Excellent Benefits & Supportive Culture A well-established and growing IFA firm is seeking an experienced Paraplanner to join their collaborative team. This is a great opportunity to work closely with advisers, support high-quality client relationships, and contribute to delivering first-class financial planning. The Role Support advisers with research, analysis, and suitability reports Build and maintain cashflow models Prepare client review packs and documentation Manage client queries, withdrawals, and policy changes Attend client meetings where required Maintain accurate records and manage cases efficiently What You'll Need Level 4 Diploma (essential) Paraplanning experience within an IFA environment Strong knowledge of pensions, investments, and protection Excellent attention to detail and communication skills Ability to manage multiple cases and deadlines What's on Offer Hybrid and flexible working Full admin and paraplanning support structure Exposure to quality clients and varied cases Supportive, team-oriented culture Clear opportunity for career progression If you're a driven Paraplanner looking for your next step in a progressive firm, we'd love to hear from you - Please contact Sam at Financial Divisions

A highly respected Chartered IFA firm based in Kent, with over 25 years of experience in wealth planning, is looking to appoint a Paraplanner following continued growth and an increasing volume of referrals. The firm has a strong and well-established team of employed Chartered Advisers and a solid reputation for delivering exceptional financial planning to high-net-worth clients across Kent, Sussex, and London - including city professionals, retirees, business owners and families with significant investable assets. This is a newly created role sitting within a collaborative paraplanning team, where you will work across the full end-to-end process - producing suitability reports, carrying out research, running calculations, and handling a range of technical tasks across whole-of-market products. The firm works with a broad and sophisticated client base, so the work is varied and genuinely interesting for someone who takes pride in the quality of their technical output. The role suits either a dedicated career paraplanner who wants to develop and grow within a firm of this calibre, or someone with a longer-term ambition to move into advising - that pathway exists for the right person, though it is not a requirement. Diploma qualification, or being close to completion, would be ideal, and familiarity with Intelligent Office and a range of platforms would be an advantage, though training will be provided. Salary is negotiable between £40,000 and £60,000 depending on experience, with a bonus and full benefits package on top. If this sounds like the right opportunity for you, or if you would like a confidential conversation about this or other roles, please get in touch with Joanna Clark at Financial Divisions directly.

Recruit Wealth are delighted to be representing one of the UK's most recognised and respected national Financial Planning and Wealth Management names. Our client provides independent, expert financial advice with exceptional client service at the heart of everything they do. With 30+ offices nationwide and over 200 Financial Planners, the business has built a strong reputation as a leading name in UK Financial Planning and continues to grow rapidly. Due to continued expansion and increasing client demand, they are now looking to recruit experienced IFA Administrators to join their highly professional regional teams. The Role Working closely with Financial Planners and Paraplanners, you will play an important role in supporting the advice process and ensuring clients receive a first-class, efficient and compliant service. Your responsibilities will include: Obtaining provider information (LOAs) and client illustrations Processing new business across pensions, investments and protection Submitting applications to providers and platforms Running risk profiler results via FE Analytics Assisting with research and fund switch reports Preparing client valuation reports and review documentation Processing withdrawals and client instructions Maintaining accurate client records on the back-office system Liaising with clients and providers to resolve queries What We're Looking For Experience within an IFA/Financial Planning environment Strong knowledge of pensions and investment products Excellent organisation and attention to detail Strong communication and client service skills A proactive and collaborative approach What's On Offer Competitive salary Hybrid working - 3 days office/2 days home Private pension Generous holiday allowance, increasing with service Group life cover, x4 salary Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Exam support and ongoing professional development Clear progression opportunities, including Paraplanning for example This is an excellent opportunity to join a fast-growing, well-respected Financial Planning name, backed by private equity. If you're an experienced IFA Administrator looking to join a supportive, professional and forward-thinking organisation, we'd love to hear from you. Please apply to us here at Recruit Wealth for an immediate response.

Trainee Paraplanner Derby outskirts (our ref AL1402) Salary c£26,000+ dep on experience + benefits My client is a well-established wealth management organisation and due to continued growth, they are now looking to appoint a trainee paraplanner to join their team.We are looking for a motivated individual with existing experience within the wealth management industry who is looking to further their ca click apply for full job details

You're a grown up. So why doesn't your company treat you like one? At this firm you'll have the trust of the business to work in a way that best suits you.How? They offer agile working. That means as long as you work core hours (10am - 2pm) you get flexibility about how you balance your day. And they offer hybrid working (two days a week from home). That adds up to a better work-life balance, greater flexibility and the type of choice sadly missing at a lot of firms. Add to that they have grown up conversations from the outset about your career aspirations. Want to take exams and move into paraplanning? No problem, it's something they've done before and something they'll do again. And they'll be clear about what that future will look like. Want to be the best administrator you can be? No problem with that either.In short, just like they treat their clients as individuals, they treat their employees in the same way. PACKAGE Starting salary of up to £35,000 Annual pay reviews PMI Pension Income Protection Wellbeing provision THE JOBYou'll be part of a team that provides admin support to a team of eight financial planners and their clients.The job is as you'd expect covering tasks such as: Processing new business Dealing with client enquiries Preparing for meetings Chasing letters of authority Working with planners and paraplanners THE COMAPNYThis is a top 20, national Chartered Accountancy firm and you'll work for their wealth arm.It's a settled team with long-standing employees many of whom have developed through the ranks.And it's not private equity backed providing stability.HERE'S WHAT YOU'LL NEED Experience of using Iress XPLAN and provider platforms Previous experience of working within a financial planning firm Experience of working within a strong compliance culture Ready for a grown up conversation about a grown up role? Click apply.Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later.Everyone will receive a response.

You're a grown up. So why doesn't your company treat you like one? At this firm you'll have the trust of the business to work in a way that best suits you.How? They offer agile working. That means as long as you work core hours (10am - 2pm) you get flexibility about how you balance your day. And they offer hybrid working (two days a week from home). That adds up to a better work-life balance, greater flexibility and the type of choice sadly missing at a lot of firms. Add to that they have grown up conversations from the outset about your career aspirations. Want to take exams and move into paraplanning? No problem, it's something they've done before and something they'll do again. And they'll be clear about what that future will look like. Want to be the best administrator you can be? No problem with that either.In short, just like they treat their clients as individuals, they treat their employees in the same way. PACKAGE Starting salary of up to £35,000 Annual pay reviews PMI Pension Income Protection Wellbeing provision THE JOBYou'll be part of a team that provides admin support to a team of eight financial planners and their clients.The job is as you'd expect covering tasks such as: Processing new business Dealing with client enquiries Preparing for meetings Chasing letters of authority Working with planners and paraplanners THE COMAPNYThis is a top 20, national Chartered Accountancy firm and you'll work for their wealth arm.It's a settled team with long-standing employees many of whom have developed through the ranks.And it's not private equity backed providing stability.HERE'S WHAT YOU'LL NEED Experience of using Iress XPLAN and provider platforms Previous experience of working within a financial planning firm Experience of working within a strong compliance culture Ready for a grown up conversation about a grown up role? Click apply.Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later.Everyone will receive a response.

Excellent Benefits & Supportive Culture A highly regarded and growing IFA firm is looking for an experienced Paraplanner to join their collaborative team. This is a fantastic opportunity to work closely with advisers, gain exposure to high-quality clients, and play a key role in delivering excellent financial planning outcomes. The Role Support advisers with research, analysis, and suitability reports Build and maintain cashflow models Prepare client review packs and documentation Manage client queries, withdrawals, and policy changes Attend client meetings where required Ensure accurate records and smooth case progression What You'll Need Level 4 Diploma (essential) Paraplanning experience within an IFA environment Strong knowledge of pensions, investments, and protection Excellent attention to detail and communication skills Ability to manage multiple cases efficiently What's on Offer Hybrid and flexible working Full admin support and structured processes Exposure to quality clients and complex cases A supportive, team-focused environment Genuine opportunity for career progression If you're a proactive Paraplanner looking to join a forward-thinking firm where you can make an impact, Please contact Sam at Financial Divisions.

Job Title: Wealth Planning Administrator Location: Cambridge Salary: £30,000 We are looking for a data-driven and customer-focused Wealth Planning Administrator to provide crucial technical and operational support to our client's team of IFAs and Paraplanners in their Cambridge office. You will be responsible for maintaining client files, processing new business data, and ensuring compliance. You will also prepare review packs, manage provider communications, undertake data entry, and above-all deliver a high-quality client service. What you'll be doing: Client Administration: Preparing for client reviews, producing valuations, and drafting correspondence New Business Processing: Processing applications for pensions, investments, and protection products from submission to completion Data & Compliance: Maintaining accurate records on systems and ensuring compliance with regulatory and GDPR standards Provider Liaison: Communicating with product providers to obtain policy information, illustrations, and updates Support: Scheduling client meetings, managing adviser diaries, and answering client queries To succeed in the role you'll be or have: Experience: Previous experience within a financial planning, IFA, or wealth management firm is required Knowledge: Understanding of financial products (pensions, ISA, investments) and the compliance environment Technical Skills: Proficiency in IT systems such as CRM tools and MS Office This is an amazing opportunity for someone who is highly organised , with a keen attention to detail and excellent written/verbal communication skills , who wants to develop their career in the Financial Services Industry. Click that apply button and I'll look forward to telling you all about the fantastic benefits of being part of this growing business!

Full-Time Hybrid Working Full Study Support Excellent Benefits Career Progression Are you a Diploma-qualified Paraplanner or actively working towards your Level 4 qualification and seeking the next step in your career? An exceptional opportunity has arisen with a highly respected, independent financial advisory firm based in St Albans , known for its technical expertise and long-standing client relationships. The firm has experienced consistent and impressive growth over the last 15 years and is now looking to appoint a Junior Paraplanner on a clear, proven path toward a Paraplanner Manager position. What makes this role stand out? £45,000 - £52,000 salary depending on experience Full study support and structured training programme Hybrid working (3 days in the office, 2 from home after probation) Supportive and family-orientated culture Excellent benefits including a wellbeing suite Route to Adviser or Paraplanner Manager roles The Firm: This is a well-established IFA business that advises on Pensions, Investments, Retirement Planning, IHT, Tax Planning, Trusts, Mortgages, and Protection . They maintain a strong local presence in Hertfordshire and pride themselves on client loyalty and community reputation. Role Responsibilities: As a Paraplanner, you will work closely supporting a very successful Advisor- gaining exposure to complex planning strategies. Responsibilities include: Attending client meetings and taking detailed notes Writing high-quality, compliant suitability reports Conducting product research and supporting advice recommendations Preparing cashflow models and investment analysis Liaising with providers and investment partners Maintaining accurate client records and preparing for annual reviews Supporting the client journey through scheduling and documentation Ideal Candidate: Diploma Level 4 qualified (or working towards) Previous experience in a Paraplanning or technical support role within an IFA Strong attention to detail with a desire to progress Exposure to pensions, drawdown, or complex financial planning is advantageous Ambition to develop into a lead Paraplanner or Adviser This is an outstanding opportunity for someone who thrives in a technically focused, professional environment and is motivated by the chance to grow their career within a supportive and expanding firm . To apply or learn more, please contact Sam Negbenebor at Financial Divisions.

A Chartered, independently owned wealth planning firm with offices across Kent is looking to appoint an experienced IFA Administrator. The business manages the affairs of approximately 2,000 clients with over £600m in assets under management, advising high-net-worth individuals, retirees, accumulators, local families and SME owners across Kent, Sussex, and London. Advice spans pensions, investments, tax planning, retirement planning, cashflow modelling, protection, and more specialist areas such as VCT and EIS schemes. The firm has long-standing referral relationships with accountancy and solicitor practices and operates with a genuine focus on client outcomes rather than volume - advisers are not targeted, which speaks to the culture of the place. The support team is experienced, collaborative, and well-resourced, with a pooled team of administrators and paraplanners working across two offices. Professional development is actively encouraged, with ongoing CPD and industry exams supported as a matter of course. This is an environment where people are genuinely invested in. The role itself requires at least three years of solid administration experience within an independent financial planning practice, along with a well-rounded understanding of the end-to-end administration process. You will be working within the pooled admin team alongside both junior colleagues and an experienced paraplanning function. Knowledge of Intelligent Office would be a strong advantage, as would familiarity with platforms such as Novia, Fidelity, Transact and Aviva. Salary is up to £40,000 depending on experience, with bonuses, a pension scheme, an attractive benefits package and 25 days holiday plus bank holidays. If this sounds like the right move for you, or if you would like to find out more about this or other roles, please get in touch with Joanna Clark at Financial Divisions directly.

Paraplanner Central Birmingham £35-50k Hybrid (2 days in office) We're working with a well-respected independent financial planning firm in central Birmingham looking to add a paraplanner to their team. This is a proper paraplanning role - working closely with advisers across the full client journey, supporting on pensions, investments and protection, and producing high-quality, compliant advice. You'll be involved in: Writing suitability reports Technical research and calculations Portfolio analysis and recommendations Supporting implementation and ongoing client work Attending client meetings where appropriate It's a collaborative setup where paraplanners are part of the advice process - not just report writers. For those interested, there is a clear route into advisory over time , but the role is equally suited to someone who wants to develop as a career paraplanner. What matters: Paraplanning experience Level 4 Diploma (or close) Strong technical and report writing capability Attention to detail and pride in output Hybrid working (2 days in the office), with a supportive team, good systems, and a quality client base. If you're looking for a well-run firm and a solid long-term role , it's worth a conversation. Get in touch with Ellis Mears at EJP for full details

Job Title: Paraplanner Industry: Financial Planning Location: Cardiff Salary: £35,000 - £45,000 Job Reference: 10245 Job Description: Recruit UK is working on an excellent opportunity for a Paraplanner to join a Financial Planning firm in Cardiff Our client is a Independent Financial Planning firm, who specialise in providing advice in Investments, Pensions, Mortgages and protections. They pride themselves on giving clients tailored advice that is not only effective in managing their wealth, but simple! They spend time understanding the clients individual needs for short and long term planning, and couldn't do this without the support of their paraplanning team. You will work alongside other Paraplanners, who work in a close knit environment and also lean on the administration team for support. Duties will include but not limited to: Work closely with the IFA's and Director to undertake research and recommendations Create suitable reports Liaise with clients and product providers Ensure all paperwork and procedures follow FCA guidelines and are compliant Prepare documents for annual reviews Benefits: Competitive salary of up to £45,000 26 days annual leave Progression depending on your ideal career path Professional development Exam support and funding Flexi working Administration team to support you with the role Skills and experience required: Experience working in a Paraplanning/report writing role Level 4 qualified or working towards may be considered Experience using Intelligent office advantageous

Senior Paraplanner - Technical Planning Hybrid / Sawbridgeworth Competitive salary and a comprehensive benefits package including exam support Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support? Join a dynamic and client-focused Wealth Management firm, where your expertise will directly contribute to shaping the financial futures of its valued clients. Overview A well-established, forward-thinking Wealth Management firm committed to delivering tailored financial advice to high-net-worth individuals, families, and business owners, with a strong emphasis on professionalism, integrity, and innovation, supporting its clients through every stage of their financial journey. Paraplanner Role: As an experienced Paraplanner, you will work closely with Financial Advisers to provide high-level technical support and ensure the delivery of compliant, accurate, and personalised financial advice. Paraplanner Key Responsibilities: Conduct in-depth research and analysis across pensions, investments, tax planning, protection, and IHT/estate planning Prepare high-quality suitability reports in line with regulatory and internal standards Interpret fact-finds, risk profiles, and financial data to develop comprehensive planning strategies Liaise with product providers and internal stakeholders to gather accurate information Keep up to date with industry trends, legislation changes, and technical knowledge Paraplanner Requirements: Minimum 3 years' experience as a Paraplanner within a Wealth Management or Financial Planning environment Level 4 Diploma qualified (DipPFS or equivalent) - working towards Chartered status is desirable Strong technical knowledge of pensions, investments, tax, and estate planning Excellent written communication and analytical skills High attention to detail, with the ability to manage multiple cases and deadlines Proficient in financial planning software What's On Offer: Competitive negotiable salary (commensurate with experience) Annual performance bonus Flexible/hybrid working options 25 days holiday + bank holidays (increasing with service) Professional development support, including exam sponsorship and study leave

Paraplanner Leicester Base (negotiable) plus a comprehensive benefits package and exam support. £40,000 to £50,000 / Leicester / Benefits / Exam Support An award-winning Chartered Financial Planning, recognised for excellence across multiple industry awards currently requires a qualified and experienced Paraplanner. As an independent firm, it provides trusted, bespoke financial planning to clients nationwide, helping them plan for retirement, manage inherited wealth, and achieve long-term financial goals. It offers a supportive, family-friendly culture with some flexibility around hybrid working. Paraplanner - Role Description: In this role, you will work closely with our Financial Advisers to deliver high-quality technical and client support. Responsibilities include conducting research and analysis, preparing compliant suitability reports, analysing financial data, and helping develop personalised financial plans. Staying up to date with legislation, market trends, and regulatory requirements is essential to ensure clients receive outstanding advice. Paraplanner - Requirements: Strong knowledge of financial planning and investments Excellent analytical and report-writing skills Clear verbal and written communication Level 4 Diploma in Financial Planning (or working towards); progress toward Chartered status is an advantage Ability to work independently and collaboratively Experience in a similar paraplanning role and familiarity with financial planning software (e.g., IRESS Xplan) is desirable Paraplanner - Package: Salary: c£45,000 depending on experience Death in Service (2 salary) Non-contributory pension (7% employer contribution) Paid CII membership Flexible/hybrid working 33 days holiday (21 flexible days + 12 office closure/bank holidays) Family-friendly working culture

Job Title: Junior Paraplanner Industry: Financial Planning Location: Cirencester Salary: £35,000 - £45,000 (DOE) Job Reference: 10235 Job Description: Recruit UK are working on an exciting opportunity for a Junior Paraplanner to join a Financial Planning firm near Cirencester. Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. As their Adviser base continues to grow, they are looking to bring on a Junior Paraplanning who can join the paraplanning team. There will be lots of opportunity to grow and learn as you will be part of an exceptionally experience team of paraplanners. This role is perfect for someone with a couple of RO exams done and either IFA Admin experience, or some Paraplanning exposure. Duties: Support the technical paraplanners with suitability reports Support with product research post meeting Support with cashflow modelling Liaising with clients and product providers Adhering to strict FCA regulations and ensuring compliance regulations met Benefits: Highly competitive salary of up to £45,000 (depending on exp and quals) Discretionary bonus scheme Hybrid working 6% pension contribution 25 days holiday Birthday off Buy and sell scheme Private medical insurance 4x DIS Progression opportunities available if interested Exam funding and support to continue qualifications Skills and experience required: Working towards your Level 4 diploma (at least 2 RO exams completed) Experience working in a Financial Planning firm in some capacity Desire to pursue a career in paraplanning