Paraplanner (Financial Services) £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-establ click apply for full job details
Feb 20, 2026
Full time
Paraplanner (Financial Services) £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-establ click apply for full job details
Oakley Recruitment is working in partnership with an expanding organisation based in Birmingham. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis Culture and Environment Our clients culture is vibrant and driven. Following a recent restructure, they are entering an exciting period of growth, making this a fantastic opportunity to join a dynamic and c click apply for full job details
Feb 20, 2026
Full time
Oakley Recruitment is working in partnership with an expanding organisation based in Birmingham. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis Culture and Environment Our clients culture is vibrant and driven. Following a recent restructure, they are entering an exciting period of growth, making this a fantastic opportunity to join a dynamic and c click apply for full job details
Paraplanner (Trainee or Qualified) Location: Bedford (MK44) Salary: £32,000- £45,000 per annum (Dependent on Experience) Contract: Permanent / Full-time Are you an enthusiastic Paraplanner eager for your next role? Could you fulfil a vital support function within a busy office? You will be providing technical expertise to support and assist in the provision of financial advice to our existing and prosp click apply for full job details
Feb 20, 2026
Full time
Paraplanner (Trainee or Qualified) Location: Bedford (MK44) Salary: £32,000- £45,000 per annum (Dependent on Experience) Contract: Permanent / Full-time Are you an enthusiastic Paraplanner eager for your next role? Could you fulfil a vital support function within a busy office? You will be providing technical expertise to support and assist in the provision of financial advice to our existing and prosp click apply for full job details
Our client is seeking a Financial Planner in Kenilworth area to join their IFA team and benefit from a competitive salary and generous monthly bonus based on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus click apply for full job details
Feb 20, 2026
Full time
Our client is seeking a Financial Planner in Kenilworth area to join their IFA team and benefit from a competitive salary and generous monthly bonus based on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus click apply for full job details
Lifestyle Paraplanner / Technical Administrator North London Hybrid Working An established, independent financial planning firm in North London are looking to appoint an experienced Lifestyle Paraplanner / Technical Administrator as part of its continued growth. This is a career paraplanner opportunity within a modern, dynamic business that combines professional standards with a relaxed, collaborat click apply for full job details
Feb 20, 2026
Full time
Lifestyle Paraplanner / Technical Administrator North London Hybrid Working An established, independent financial planning firm in North London are looking to appoint an experienced Lifestyle Paraplanner / Technical Administrator as part of its continued growth. This is a career paraplanner opportunity within a modern, dynamic business that combines professional standards with a relaxed, collaborat click apply for full job details
Part Time Paraplanner / Trainee Financial Adviser Financial Advice Business Looking to bring your financial planning expertise to a flexible role where you can make a real impact? This is a fantastic opportunity to join a small, values-led wealth management business that prides itself on personal service, integrity, and long-term client relationships click apply for full job details
Feb 19, 2026
Full time
Part Time Paraplanner / Trainee Financial Adviser Financial Advice Business Looking to bring your financial planning expertise to a flexible role where you can make a real impact? This is a fantastic opportunity to join a small, values-led wealth management business that prides itself on personal service, integrity, and long-term client relationships click apply for full job details
We are seeking a dedicated and experienced Paraplanner to join our client's team in Exeter on a permanent basis. In this role, you will play a vital part in preparing comprehensive client reports, assisting with financial plan development, and supporting the annual planning meeting process. You will work closely with financial advisers to ensure clients' needs are accurately understood and met, contributing to the delivery of high-quality financial advice. The ideal candidate will possess a strong understanding of paraplanning duties and be prepared to contribute proactively to the planning meetings. You will be expected to demonstrate professionalism, attention to detail, and a comprehensive understanding of financial planning procedures. This role offers23 days holiday, wellbeing days, 10 % employer pension contribution, private medical, private health insurance and life assurance. Hybrid working available as well. Financial Planning Assist the financial planning teams in managing client meetings, including leading the preparation for annual planning meetings, identifying key planning points to discuss with clients (such as annual allowances or income planning), assisting with the production of relevant documentation, such as valuations, reports, illustrations, letters of authority, application forms and other documents, and implementing post meeting actions, including dealing. Conduct comprehensive research and analysis of various financial products, investment opportunities, retirement plans, estate planning, and risk management solutions. Collaborate with advisers to evaluate and recommend suitable financial strategies that align with the needs and objectives of our clients. Competent across PNs primary investment platforms (Transact and Parmenion) with relevant experience for other platforms (i.e. Abrdn, Wealthtime or 7IM). Proficient use of the PN platform comparison tool to ensure clients remain on the most suitable platform to meet their objectives. Proven experience as a Paraplanner within a financial advisory setting Diploma Level 4 qualification in financial planning or equivalent Experience in preparing reports for annual planning meetings Strong knowledge of financial services regulations and compliance requirements Excellent analytical, communication, and organisational skills Ability to work effectively both independently and as part of a team Joining this role offers the opportunity to work within a supportive and professional environment, where your expertise will directly influence client satisfaction and financial outcomes. The position provides a competitive salary package, ongoing professional development, and great prospects for career progression. If you meet these requirements and are eager to further your career in paraplanning, this could be the perfect opportunity for you to thrive in Exeter. JBRP1_UKTJ
Feb 19, 2026
Full time
We are seeking a dedicated and experienced Paraplanner to join our client's team in Exeter on a permanent basis. In this role, you will play a vital part in preparing comprehensive client reports, assisting with financial plan development, and supporting the annual planning meeting process. You will work closely with financial advisers to ensure clients' needs are accurately understood and met, contributing to the delivery of high-quality financial advice. The ideal candidate will possess a strong understanding of paraplanning duties and be prepared to contribute proactively to the planning meetings. You will be expected to demonstrate professionalism, attention to detail, and a comprehensive understanding of financial planning procedures. This role offers23 days holiday, wellbeing days, 10 % employer pension contribution, private medical, private health insurance and life assurance. Hybrid working available as well. Financial Planning Assist the financial planning teams in managing client meetings, including leading the preparation for annual planning meetings, identifying key planning points to discuss with clients (such as annual allowances or income planning), assisting with the production of relevant documentation, such as valuations, reports, illustrations, letters of authority, application forms and other documents, and implementing post meeting actions, including dealing. Conduct comprehensive research and analysis of various financial products, investment opportunities, retirement plans, estate planning, and risk management solutions. Collaborate with advisers to evaluate and recommend suitable financial strategies that align with the needs and objectives of our clients. Competent across PNs primary investment platforms (Transact and Parmenion) with relevant experience for other platforms (i.e. Abrdn, Wealthtime or 7IM). Proficient use of the PN platform comparison tool to ensure clients remain on the most suitable platform to meet their objectives. Proven experience as a Paraplanner within a financial advisory setting Diploma Level 4 qualification in financial planning or equivalent Experience in preparing reports for annual planning meetings Strong knowledge of financial services regulations and compliance requirements Excellent analytical, communication, and organisational skills Ability to work effectively both independently and as part of a team Joining this role offers the opportunity to work within a supportive and professional environment, where your expertise will directly influence client satisfaction and financial outcomes. The position provides a competitive salary package, ongoing professional development, and great prospects for career progression. If you meet these requirements and are eager to further your career in paraplanning, this could be the perfect opportunity for you to thrive in Exeter. JBRP1_UKTJ
We are seeking a dedicated and experienced Paraplanner to join our client's team in Exeter on a permanent basis. In this role, you will play a vital part in preparing comprehensive client reports, assisting with financial plan development, and supporting the annual planning meeting process. You will work closely with financial advisers to ensure clients' needs are accurately understood and met, c click apply for full job details
Feb 19, 2026
Full time
We are seeking a dedicated and experienced Paraplanner to join our client's team in Exeter on a permanent basis. In this role, you will play a vital part in preparing comprehensive client reports, assisting with financial plan development, and supporting the annual planning meeting process. You will work closely with financial advisers to ensure clients' needs are accurately understood and met, c click apply for full job details
£40,000 + Fantastic Benefits Stamford, PE9 We are recruiting on behalf of a well-established and growing wealth management firm seeking an experienced Paraplanner to join their busy and supportive Stamford-based team. This is an excellent opportunity to join a professional financial planning environment where you will play a key role supporting a large team of advisers and contributing to high-qu click apply for full job details
Feb 18, 2026
Full time
£40,000 + Fantastic Benefits Stamford, PE9 We are recruiting on behalf of a well-established and growing wealth management firm seeking an experienced Paraplanner to join their busy and supportive Stamford-based team. This is an excellent opportunity to join a professional financial planning environment where you will play a key role supporting a large team of advisers and contributing to high-qu click apply for full job details
£40,000 + Fantastic Benefits Stamford, PE9 We are recruiting on behalf of a well-established and growing wealth management firm seeking an experienced Paraplanner to join their busy and supportive Stamford-based team. This is an excellent opportunity to join a professional financial planning environment where you will play a key role supporting a large team of advisers and contributing to high-qu click apply for full job details
Feb 18, 2026
Full time
£40,000 + Fantastic Benefits Stamford, PE9 We are recruiting on behalf of a well-established and growing wealth management firm seeking an experienced Paraplanner to join their busy and supportive Stamford-based team. This is an excellent opportunity to join a professional financial planning environment where you will play a key role supporting a large team of advisers and contributing to high-qu click apply for full job details
Paraplanner - Greater Belfast An impressive, boutique independent wealth management firm in Greater Belfast are now seeking to speak with paraplanners for a new role. The Company: In their stunning office 10 minutes from Belfast City Centre, this highly skilled team are part of a UK-wide group of independent wealth management firms. They provide a wide range of personal and corporate financial planning services - including investments, IHT, pension, life cover & much more. The Rewards: As the successful Paraplanner, you will receive the following: £30,000 - £40,000 base salary (D.O.E) + extensive benefits Generous annual leave allowance Funded professional qualifications Free parking The Role: As the successful Paraplanner you will report to the practice principal and work very closely with the Belfast advisers and will be responsible for the following: Writing financial planning reports that advisers will present to clients Supporting advisers by conducting research on products, helping to find the right solutions for clients Assisting with reviews and customer requests - being POC for clients on day-to-day queries Arranging plans to be submitted to provider companies Maintenance of client records - ensuring client and company files are accurate, well-presented and compliant Preparation of client review packs, illustration requests The Person: The successful Paraplanner will meet the following criteria: Ideally Level 4 Diploma in Financial Planning Paraplanning experience in an IFA environment is preferred Strong report writing experience Strong IT skills Strong communication skills To speak in absolute confidence about this Paraplanner job opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs Not all agencies are the same MCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google.
Feb 18, 2026
Full time
Paraplanner - Greater Belfast An impressive, boutique independent wealth management firm in Greater Belfast are now seeking to speak with paraplanners for a new role. The Company: In their stunning office 10 minutes from Belfast City Centre, this highly skilled team are part of a UK-wide group of independent wealth management firms. They provide a wide range of personal and corporate financial planning services - including investments, IHT, pension, life cover & much more. The Rewards: As the successful Paraplanner, you will receive the following: £30,000 - £40,000 base salary (D.O.E) + extensive benefits Generous annual leave allowance Funded professional qualifications Free parking The Role: As the successful Paraplanner you will report to the practice principal and work very closely with the Belfast advisers and will be responsible for the following: Writing financial planning reports that advisers will present to clients Supporting advisers by conducting research on products, helping to find the right solutions for clients Assisting with reviews and customer requests - being POC for clients on day-to-day queries Arranging plans to be submitted to provider companies Maintenance of client records - ensuring client and company files are accurate, well-presented and compliant Preparation of client review packs, illustration requests The Person: The successful Paraplanner will meet the following criteria: Ideally Level 4 Diploma in Financial Planning Paraplanning experience in an IFA environment is preferred Strong report writing experience Strong IT skills Strong communication skills To speak in absolute confidence about this Paraplanner job opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs Not all agencies are the same MCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google.
Job Category: Technical Specialist / Manager Location: Birmingham, GB, B4 6AT Date: 16 Feb 2026 Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK's most responsible wealth manager. We see it as our responsibility to invest for everyone's tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly. Team Description Birmingham Financial Planning team works as part of regional hub with Cheltenham, Bristol and Exeter Offices. Based in Birmingham there is an existing team including financial planners, paraplanners and other support staff. Working collegiately with the wider office function and South West Offices. Description of role & key responsibilities Provide financial planning and investment advice in all key areas of expertise to new and existing clients of the firm. Manage key Investment Management relationships with Financial Planning. To promote holistic financial planning to the business and to clients directly. To promote the wealth and investment proposition for Investec including Discretionary Investment Management. Help build and develop strategic relationships both internally and externally, contributing to the growth of the business in terms of assets under advice and assets under management contributing to the growth in overall office and business revenue. To consider the opportunities to add value to a client relationship with the services from the wider Rathbones Group. Core skills and knowledge High level of technical knowledge required in all aspects of financial planning. Good investment knowledge. Proven track record in winning and retaining business. To support other financial planners, paraplanners and support team within the office to ensure the team is developing both from a personal and professional perspective. To lead the team with regards to managing, maintaining and growing the team and office business revenue. Fully qualified with Chartered status (or equivalent). May suit a Wealth Planner with strength in the area of advice Can demonstrate alignment with the client centric ethos of the firm Embedded in our culture is a sense of belonging and inclusion. To share this responsibility to support an environment in which everyone is free to express themselves. Ideally qualification & experience of Defined Benefit Pension Scheme transfers. Needs to be able to manage time effectively. Timely servicing of existing clients and meet deadlines. Strong relationships required with peers and the ability to build relationships. Empathetic approach to team members and a rapport within the wider FP and Investment Management business. Ability to maintain own CPD and technical excellence whilst handling client duties. Ability to promote Financial Planning / Wealth Planning in the most positive light. Ability to engage in dialogue with investment managers and team leaders within Birmingham office and financial planners across the region. Calm, methodical and with a long term commercial view. Able to work well within a team environment. To mentor colleagues to help with organic growth and sustainability. Able to quickly build trust and confidence in all business relationships. Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values - those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus. We're a Level 1 Disability Confident employer under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via to let us know what adjustments you may need.
Feb 18, 2026
Full time
Job Category: Technical Specialist / Manager Location: Birmingham, GB, B4 6AT Date: 16 Feb 2026 Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK's most responsible wealth manager. We see it as our responsibility to invest for everyone's tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly. Team Description Birmingham Financial Planning team works as part of regional hub with Cheltenham, Bristol and Exeter Offices. Based in Birmingham there is an existing team including financial planners, paraplanners and other support staff. Working collegiately with the wider office function and South West Offices. Description of role & key responsibilities Provide financial planning and investment advice in all key areas of expertise to new and existing clients of the firm. Manage key Investment Management relationships with Financial Planning. To promote holistic financial planning to the business and to clients directly. To promote the wealth and investment proposition for Investec including Discretionary Investment Management. Help build and develop strategic relationships both internally and externally, contributing to the growth of the business in terms of assets under advice and assets under management contributing to the growth in overall office and business revenue. To consider the opportunities to add value to a client relationship with the services from the wider Rathbones Group. Core skills and knowledge High level of technical knowledge required in all aspects of financial planning. Good investment knowledge. Proven track record in winning and retaining business. To support other financial planners, paraplanners and support team within the office to ensure the team is developing both from a personal and professional perspective. To lead the team with regards to managing, maintaining and growing the team and office business revenue. Fully qualified with Chartered status (or equivalent). May suit a Wealth Planner with strength in the area of advice Can demonstrate alignment with the client centric ethos of the firm Embedded in our culture is a sense of belonging and inclusion. To share this responsibility to support an environment in which everyone is free to express themselves. Ideally qualification & experience of Defined Benefit Pension Scheme transfers. Needs to be able to manage time effectively. Timely servicing of existing clients and meet deadlines. Strong relationships required with peers and the ability to build relationships. Empathetic approach to team members and a rapport within the wider FP and Investment Management business. Ability to maintain own CPD and technical excellence whilst handling client duties. Ability to promote Financial Planning / Wealth Planning in the most positive light. Ability to engage in dialogue with investment managers and team leaders within Birmingham office and financial planners across the region. Calm, methodical and with a long term commercial view. Able to work well within a team environment. To mentor colleagues to help with organic growth and sustainability. Able to quickly build trust and confidence in all business relationships. Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values - those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus. We're a Level 1 Disability Confident employer under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via to let us know what adjustments you may need.
Junior Paraplanner Location: Solihull / Hybrid Salary: Up to £35,000 (DoE) Contract: Permanent / Full-time Are you an enthusiastic Junior Paraplanner eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Appointed Representative of St click apply for full job details
Feb 18, 2026
Full time
Junior Paraplanner Location: Solihull / Hybrid Salary: Up to £35,000 (DoE) Contract: Permanent / Full-time Are you an enthusiastic Junior Paraplanner eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Appointed Representative of St click apply for full job details
The Role: I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1 . Working in a collaborative, fast paced and client focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters clients. The Financial Planning Assistant (internally titled Client Relationship Manager) helps to maintain and develop the client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard and to tight deadlines. The Person: The successful Financial Planning Assistant (Client Relationship Manager) will be intelligent, keen to learn, embracing of change, proactive, organised and detail orientated, with exceptional relationship building, customer service and administrative skills. They are likely to have worked in a professional services environment but will not be expected to know the intricacies of financial planning as training will be provided. They will be articulate, analytical and aspirational, and will be looking for a highly varied and involved support role where they can make a significant contribution to a progressive and ambitious firm while being invested in, valued and rewarded accordingly. Salary and Benefits: £30-37,000 ( depending on experience) + bonus based on both individual and company performance + 26.5 days holiday + bank holidays + pension + hybrid working + we are happy to fund and support you with professional exams if you choose to take them, although there is no requirement for this (there is a salary increase with each exam passed). The Company: Wealth Matters are an award winning, innovative and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 Financial Planning firm. Providing bespoke financial planning, estate planning and investment planning they have been helping clients achieve financial freedom since 1999. Client Relationship Manager (Financial Planning Assistant, Financial Planning Administrator, Financial Adviser Support, IFA Administrator) , responsibilities include: Supporting the Financial Planners with delivering an exception financial planning service to clients. Developing relationships with clients, arranging meetings and being the main point of contact for any queries on their portfolio. Assisting the Advisers with pre and post Financial Planning Meeting preparation, including researching clients existing arrangements, collating supporting documents, producing compliant illustrations and application forms and completing all actions arising including fund switches, withdrawals and assignment of policies. Processing new business application forms, proposals and supporting documentation. Contract administration of all products recommended by the Financial Planner (pensions, ISA s, Investments, Bonds, Protection etc.). Producing management information and recording and updating all client information on the back-office system. General administration and project work, supporting with the development of the firm s standard operating procedures. Client Relationship Manager (Financial Planning Assistant, Financial Planning Administrator, Financial Adviser Support, IFA Administrator) , skills and experience required: Experience of working in an involved customer service orientated support role gained in a professional services environment (financial advice/planning experience is not essential as training will be provided for the right candidate). Intelligent, ambitious, proactive, embracing of change and keen to learn. A strong relationship builder with exceptional customer service skills, tactful, trustworthy, diplomatic and able to maintain confidentiality at all times. Professional appearance, confident manner and exceptional communication skills, both verbal and written. Comfortable working on your own initiative, setting personal goals, directing workflow and managing conflicting deadlines. Analytical, excellent administrative and organisational skills and a keen eye for detail. Strong technology and mathematical aptitude, proficient with MS Office. A strong team player who is keen to participate fully in the successful operation of the business. Dawn O Shea is the Recruitment Partner, recruiting the Client Relationship Manager (Financial Planning Assistant, Financial Planning Administrator, Financial Adviser Support, IFA Administrator)- directly on behalf of Wealth Matters so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.
Feb 17, 2026
Full time
The Role: I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1 . Working in a collaborative, fast paced and client focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters clients. The Financial Planning Assistant (internally titled Client Relationship Manager) helps to maintain and develop the client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard and to tight deadlines. The Person: The successful Financial Planning Assistant (Client Relationship Manager) will be intelligent, keen to learn, embracing of change, proactive, organised and detail orientated, with exceptional relationship building, customer service and administrative skills. They are likely to have worked in a professional services environment but will not be expected to know the intricacies of financial planning as training will be provided. They will be articulate, analytical and aspirational, and will be looking for a highly varied and involved support role where they can make a significant contribution to a progressive and ambitious firm while being invested in, valued and rewarded accordingly. Salary and Benefits: £30-37,000 ( depending on experience) + bonus based on both individual and company performance + 26.5 days holiday + bank holidays + pension + hybrid working + we are happy to fund and support you with professional exams if you choose to take them, although there is no requirement for this (there is a salary increase with each exam passed). The Company: Wealth Matters are an award winning, innovative and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 Financial Planning firm. Providing bespoke financial planning, estate planning and investment planning they have been helping clients achieve financial freedom since 1999. Client Relationship Manager (Financial Planning Assistant, Financial Planning Administrator, Financial Adviser Support, IFA Administrator) , responsibilities include: Supporting the Financial Planners with delivering an exception financial planning service to clients. Developing relationships with clients, arranging meetings and being the main point of contact for any queries on their portfolio. Assisting the Advisers with pre and post Financial Planning Meeting preparation, including researching clients existing arrangements, collating supporting documents, producing compliant illustrations and application forms and completing all actions arising including fund switches, withdrawals and assignment of policies. Processing new business application forms, proposals and supporting documentation. Contract administration of all products recommended by the Financial Planner (pensions, ISA s, Investments, Bonds, Protection etc.). Producing management information and recording and updating all client information on the back-office system. General administration and project work, supporting with the development of the firm s standard operating procedures. Client Relationship Manager (Financial Planning Assistant, Financial Planning Administrator, Financial Adviser Support, IFA Administrator) , skills and experience required: Experience of working in an involved customer service orientated support role gained in a professional services environment (financial advice/planning experience is not essential as training will be provided for the right candidate). Intelligent, ambitious, proactive, embracing of change and keen to learn. A strong relationship builder with exceptional customer service skills, tactful, trustworthy, diplomatic and able to maintain confidentiality at all times. Professional appearance, confident manner and exceptional communication skills, both verbal and written. Comfortable working on your own initiative, setting personal goals, directing workflow and managing conflicting deadlines. Analytical, excellent administrative and organisational skills and a keen eye for detail. Strong technology and mathematical aptitude, proficient with MS Office. A strong team player who is keen to participate fully in the successful operation of the business. Dawn O Shea is the Recruitment Partner, recruiting the Client Relationship Manager (Financial Planning Assistant, Financial Planning Administrator, Financial Adviser Support, IFA Administrator)- directly on behalf of Wealth Matters so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.
Paraplanner Location: Huntingdon Contract: Permanent Salary: 35,000 - 40,000 per annum Start Date: Flexible Contact: (url removed) Hybrid Working Job Description We are recruiting for an experienced Paraplanner to join a professional and client-focused financial planning firm. Reporting to the Office Manager, the Paraplanner will play a key role in delivering a first-class support service to both Advisers and clients. This role requires a proactive individual who can coordinate their workload effectively, provide high-quality paraplanning and administrative support, and contribute positively to the wider business. You will work closely with Advisers to ensure advice is robust, compliant, and aligned to client objectives. Key Responsibilities Analyse client data and use research tools to develop appropriate financial planning solutions. Research whole-of-market products and maintain accurate supporting research records. Interpret information gathered by Advisers during client meetings. Obtain outstanding information required to progress advice or applications. Prepare quotes and illustrations using available tools. Construct suitability letters in line with compliance requirements. Process new business applications efficiently and accurately. Ensure all work is completed in accordance with internal compliance procedures and regulatory requirements. Maintain provider online access and monitor system usage. Maintain awareness of retainer client service levels. Keep up to date with product, legislative, and technical changes. Maintain an accurate Training & Competence (T&C) record. Candidate Criteria Level 4 Diploma in Financial Planning (or equivalent). Proven experience working in a Paraplanner role. Strong understanding of FCA regulations and compliance requirements. Excellent organisational and administrative skills. High attention to detail with strong analytical ability. Professional business manner with a strong client service focus. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.
Feb 17, 2026
Full time
Paraplanner Location: Huntingdon Contract: Permanent Salary: 35,000 - 40,000 per annum Start Date: Flexible Contact: (url removed) Hybrid Working Job Description We are recruiting for an experienced Paraplanner to join a professional and client-focused financial planning firm. Reporting to the Office Manager, the Paraplanner will play a key role in delivering a first-class support service to both Advisers and clients. This role requires a proactive individual who can coordinate their workload effectively, provide high-quality paraplanning and administrative support, and contribute positively to the wider business. You will work closely with Advisers to ensure advice is robust, compliant, and aligned to client objectives. Key Responsibilities Analyse client data and use research tools to develop appropriate financial planning solutions. Research whole-of-market products and maintain accurate supporting research records. Interpret information gathered by Advisers during client meetings. Obtain outstanding information required to progress advice or applications. Prepare quotes and illustrations using available tools. Construct suitability letters in line with compliance requirements. Process new business applications efficiently and accurately. Ensure all work is completed in accordance with internal compliance procedures and regulatory requirements. Maintain provider online access and monitor system usage. Maintain awareness of retainer client service levels. Keep up to date with product, legislative, and technical changes. Maintain an accurate Training & Competence (T&C) record. Candidate Criteria Level 4 Diploma in Financial Planning (or equivalent). Proven experience working in a Paraplanner role. Strong understanding of FCA regulations and compliance requirements. Excellent organisational and administrative skills. High attention to detail with strong analytical ability. Professional business manner with a strong client service focus. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.
TEMPLEGATE RECRUITMENT LIMITED
Cardiff, South Glamorgan
Quick Questions : Do you have Paraplanning experience? Do you have experience using Intelligent Office and FE Analytics? Are you looking for a hybrid full time Paraplanner role in Cardiff? Benefits : Contributory pension scheme (with salary exchange) Non-contributory death in service cover Non-contributory income protection scheme Private medical insurance (after a 6-month qualifying period) 33 days holiday, click apply for full job details
Feb 16, 2026
Full time
Quick Questions : Do you have Paraplanning experience? Do you have experience using Intelligent Office and FE Analytics? Are you looking for a hybrid full time Paraplanner role in Cardiff? Benefits : Contributory pension scheme (with salary exchange) Non-contributory death in service cover Non-contributory income protection scheme Private medical insurance (after a 6-month qualifying period) 33 days holiday, click apply for full job details
Paraplanner Location Edinburgh (Hybrid) Salary Up to £45k (depending on experience) + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner to join their growing team click apply for full job details
Feb 16, 2026
Full time
Paraplanner Location Edinburgh (Hybrid) Salary Up to £45k (depending on experience) + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner to join their growing team click apply for full job details
Paraplanner £45,000 £55,000 Central London Independent Financial Advisory Firm Overview We are recruiting on behalf of a well-established Independent Financial Advisory firm based in Central London for a Paraplanner to join their technical and client support function on a permanent contract. This is a non-advisory role , sitting firmly within paraplanning, research, and suitability report writing. The position would suit an experienced paraplanner who enjoys technical analysis, working on complex cases, and producing high-quality, compliant documentation, without any expectation or requirement to progress into an adviser role . The Role Working closely with Consultants and Directors, the Senior Paraplanner will play a key role in supporting the delivery of compliant, high-quality financial planning advice. Responsibilities will include: Research and technical assessment of cases submitted by Consultants Drafting accurate, compliant suitability letters and reports in line with internal procedures and FCA requirements Acting as the primary author of suitability documentation, subject to peer review Analysing client data and meeting notes to support financial planning recommendations Supporting Consultants with client queries and technical problem-solving Liaising with Compliance on technical and regulatory matters Managing complex cases and ensuring consistently high standards of accuracy and detail Maintaining full and accurate records of all client and third-party communications Ensuring client files remain compliant on an ongoing basis Keeping up to date with legislative and regulatory developments, including Consumer Duty Adhering to AML, Data Protection, and internal compliance procedures Ensuring client outcomes are fair, transparent, and aligned with best practice Supporting and mentoring more junior team members where appropriate About You This role will suit a candidate who: Has 4 years relevant experience and exposure to working within IFA or financial planning environment Is Diploma qualified in Regulated Financial Planning Experience with Intelligent Office - Highly desired. Knowledge of Quilter and Transact - advantageous Has strong pensions knowledge , with broader technical exposure desirable Has experience producing bespoke suitability reports Demonstrates strong technical understanding and excellent attention to detail Is comfortable working in a technical, behind-the-scenes paraplanning role Is not currently an Adviser and does not wish to progress into an advisory position Has a solid understanding of FCA regulatory standards and compliance obligations Works well as part of a collaborative team and supports consistently high-quality output Why Apply? Join a respected Independent Financial Advisory firm in a central London location Exposure to complex, high-quality technical paraplanning work Competitive salary of £45,000 £55,000 (dependent on experience) Opportunity to continue developing technical expertise in a specialist paraplanning role Rolling recruitment process with interviews taking place as applications are received Friendly and supportive team environment. How to Apply Click apply below to be considered.
Feb 16, 2026
Full time
Paraplanner £45,000 £55,000 Central London Independent Financial Advisory Firm Overview We are recruiting on behalf of a well-established Independent Financial Advisory firm based in Central London for a Paraplanner to join their technical and client support function on a permanent contract. This is a non-advisory role , sitting firmly within paraplanning, research, and suitability report writing. The position would suit an experienced paraplanner who enjoys technical analysis, working on complex cases, and producing high-quality, compliant documentation, without any expectation or requirement to progress into an adviser role . The Role Working closely with Consultants and Directors, the Senior Paraplanner will play a key role in supporting the delivery of compliant, high-quality financial planning advice. Responsibilities will include: Research and technical assessment of cases submitted by Consultants Drafting accurate, compliant suitability letters and reports in line with internal procedures and FCA requirements Acting as the primary author of suitability documentation, subject to peer review Analysing client data and meeting notes to support financial planning recommendations Supporting Consultants with client queries and technical problem-solving Liaising with Compliance on technical and regulatory matters Managing complex cases and ensuring consistently high standards of accuracy and detail Maintaining full and accurate records of all client and third-party communications Ensuring client files remain compliant on an ongoing basis Keeping up to date with legislative and regulatory developments, including Consumer Duty Adhering to AML, Data Protection, and internal compliance procedures Ensuring client outcomes are fair, transparent, and aligned with best practice Supporting and mentoring more junior team members where appropriate About You This role will suit a candidate who: Has 4 years relevant experience and exposure to working within IFA or financial planning environment Is Diploma qualified in Regulated Financial Planning Experience with Intelligent Office - Highly desired. Knowledge of Quilter and Transact - advantageous Has strong pensions knowledge , with broader technical exposure desirable Has experience producing bespoke suitability reports Demonstrates strong technical understanding and excellent attention to detail Is comfortable working in a technical, behind-the-scenes paraplanning role Is not currently an Adviser and does not wish to progress into an advisory position Has a solid understanding of FCA regulatory standards and compliance obligations Works well as part of a collaborative team and supports consistently high-quality output Why Apply? Join a respected Independent Financial Advisory firm in a central London location Exposure to complex, high-quality technical paraplanning work Competitive salary of £45,000 £55,000 (dependent on experience) Opportunity to continue developing technical expertise in a specialist paraplanning role Rolling recruitment process with interviews taking place as applications are received Friendly and supportive team environment. How to Apply Click apply below to be considered.
Financial Services Administrator (Pensions / Investments) Guildford £35,000 - £40,000 + training / development opportunities + progression (to paraplanner or advisor positions) + private medical insurance + flexitime + 25 days holiday Are you an administrator, and experience working within Pensions / Investments, looking for a new role with a specialist pensions administrator, where you will be in click apply for full job details
Feb 16, 2026
Full time
Financial Services Administrator (Pensions / Investments) Guildford £35,000 - £40,000 + training / development opportunities + progression (to paraplanner or advisor positions) + private medical insurance + flexitime + 25 days holiday Are you an administrator, and experience working within Pensions / Investments, looking for a new role with a specialist pensions administrator, where you will be in click apply for full job details
Trainee Paraplanner (Permanent) £35,000 £45,000 Central London Independent Financial Advisory Firm Overview We are recruiting on behalf of a well-established Independent Financial Advisory firm based in Central London for a Trainee Paraplanner to join their technical and client support team on a permanent basis. This role is ideal for someone already working within an IFA or financial planning environment who is looking to develop their paraplanning career further. The position sits within a structured technical team, offering exposure to high-quality financial planning work and a clear pathway for development within paraplanning. This is a non-advisory position and is suited to someone who enjoys the technical, analytical and documentation side of financial services. The Role Working closely with Consultants, Directors and Senior Paraplanners, the Trainee Paraplanner will support the preparation of compliant financial planning documentation and technical research. Responsibilities will include: Assisting with research and technical analysis of client cases Supporting the drafting of suitability letters and reports Preparing documentation for client meetings Analysing client data and financial information Liaising with providers and internal teams Maintaining accurate and compliant client records Supporting ongoing review processes Assisting with technical queries and case preparation You will receive structured exposure to complex cases and ongoing technical development within a collaborative team environment. About You This role will suit a candidate who: Has experience working within an IFA or financial planning environment Is working towards or has started Diploma qualifications in Regulated Financial Planning Has strong pensions knowledge (desirable) Demonstrates excellent attention to detail Is highly organised and confident working with technical documentation Has experience with Intelligent Office (advantageous) Has knowledge of platforms such as Quilter or Transact (beneficial) Is committed to developing a long-term career within paraplanning Why Apply? Join a respected Independent Financial Advisory firm in Central London Clear technical development pathway within paraplanning Competitive salary of £35,000 £45,000 (DOE) Supportive and professional working environment Genuine long-term career progression opportunities How to Apply Click apply below to be considered. Applications are being reviewed as they are received.
Feb 15, 2026
Full time
Trainee Paraplanner (Permanent) £35,000 £45,000 Central London Independent Financial Advisory Firm Overview We are recruiting on behalf of a well-established Independent Financial Advisory firm based in Central London for a Trainee Paraplanner to join their technical and client support team on a permanent basis. This role is ideal for someone already working within an IFA or financial planning environment who is looking to develop their paraplanning career further. The position sits within a structured technical team, offering exposure to high-quality financial planning work and a clear pathway for development within paraplanning. This is a non-advisory position and is suited to someone who enjoys the technical, analytical and documentation side of financial services. The Role Working closely with Consultants, Directors and Senior Paraplanners, the Trainee Paraplanner will support the preparation of compliant financial planning documentation and technical research. Responsibilities will include: Assisting with research and technical analysis of client cases Supporting the drafting of suitability letters and reports Preparing documentation for client meetings Analysing client data and financial information Liaising with providers and internal teams Maintaining accurate and compliant client records Supporting ongoing review processes Assisting with technical queries and case preparation You will receive structured exposure to complex cases and ongoing technical development within a collaborative team environment. About You This role will suit a candidate who: Has experience working within an IFA or financial planning environment Is working towards or has started Diploma qualifications in Regulated Financial Planning Has strong pensions knowledge (desirable) Demonstrates excellent attention to detail Is highly organised and confident working with technical documentation Has experience with Intelligent Office (advantageous) Has knowledge of platforms such as Quilter or Transact (beneficial) Is committed to developing a long-term career within paraplanning Why Apply? Join a respected Independent Financial Advisory firm in Central London Clear technical development pathway within paraplanning Competitive salary of £35,000 £45,000 (DOE) Supportive and professional working environment Genuine long-term career progression opportunities How to Apply Click apply below to be considered. Applications are being reviewed as they are received.
