Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Financial Planning Administrator (Full-Time) Location:Loughborough - Hybrid Salary: Up to £30,000. Why Join Us? Were looking for a proactive Financial Planning Administrator to join a values-driven, collaborative wealth management firm. Youll be part of a team of advisors and paraplanners delivering high-quality financial planni
Mar 13, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Financial Planning Administrator (Full-Time) Location:Loughborough - Hybrid Salary: Up to £30,000. Why Join Us? Were looking for a proactive Financial Planning Administrator to join a values-driven, collaborative wealth management firm. Youll be part of a team of advisors and paraplanners delivering high-quality financial planni
Farnham Hybrid working - 3 days in office £28,000-33,000pa DOE Full-time, 37.5 hours We are looking for a high-calibre planning support administrator to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner. Why Saltus? Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We're proud that we've been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £10 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. What does this role look like? The role will report to the Advice Delivery Manager, and the key areas of the role are as follows: To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility Learning about Saltus Core Values and products/services Effectively and efficiently onboarding new clients and service the existing clients Building effective relationships with customers, advisers and paraplanners in your immediate POD Positively contribute to the team morale and energy, be a great team player Communicating to clients effectively through various mediums (e.g. telephone, email etc) Willing to get involved in projects within the business, which may occur from time to time What sort of person are you looking for? The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary which reflects this experience. Knowledge of investment products ISAs, GIAs, Pensions, Bonds Experience of using CRM systems Be a good team player Experience of challenging the status quo in respect of processes A self starter, who owns own development journey Where will I be working? We are looking for someone to be based out of our Farnham office, and offer hybrid working, which includes 3 days in the office, with the remainder at home. We're incredibly flexible about when and how you work: we don't want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they're looking for. We are passionate about championing flexible working for our people, so if there's a slightly different working pattern that you're looking for, then please come and have a chat to us about it! What benefits do I get when working for Saltus? The salary is between £28,000 - £33,000pa depending on experience, alongside 25 days' holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. Just as importantly, you'll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 450+ people. We work hard, but we have an awful lot of fun along the way. If you think you'd like to come and join us, then please do get in touch we'd love to hear from you!
Mar 13, 2026
Full time
Farnham Hybrid working - 3 days in office £28,000-33,000pa DOE Full-time, 37.5 hours We are looking for a high-calibre planning support administrator to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner. Why Saltus? Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We're proud that we've been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £10 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. What does this role look like? The role will report to the Advice Delivery Manager, and the key areas of the role are as follows: To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility Learning about Saltus Core Values and products/services Effectively and efficiently onboarding new clients and service the existing clients Building effective relationships with customers, advisers and paraplanners in your immediate POD Positively contribute to the team morale and energy, be a great team player Communicating to clients effectively through various mediums (e.g. telephone, email etc) Willing to get involved in projects within the business, which may occur from time to time What sort of person are you looking for? The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary which reflects this experience. Knowledge of investment products ISAs, GIAs, Pensions, Bonds Experience of using CRM systems Be a good team player Experience of challenging the status quo in respect of processes A self starter, who owns own development journey Where will I be working? We are looking for someone to be based out of our Farnham office, and offer hybrid working, which includes 3 days in the office, with the remainder at home. We're incredibly flexible about when and how you work: we don't want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they're looking for. We are passionate about championing flexible working for our people, so if there's a slightly different working pattern that you're looking for, then please come and have a chat to us about it! What benefits do I get when working for Saltus? The salary is between £28,000 - £33,000pa depending on experience, alongside 25 days' holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. Just as importantly, you'll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 450+ people. We work hard, but we have an awful lot of fun along the way. If you think you'd like to come and join us, then please do get in touch we'd love to hear from you!
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
Mar 12, 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
Business Processing Administrator Being one of the country's top independent financial advisers is no mean feat. But, our independence is key to everything we do. We believe staunchly that the best financial advice for our clients is independent financial advice. We are looking for Administrators that want to play a crucial part in improving people's lives. We work at pace but as One Team. What your role will involve The key function of the role is to deliver an efficient and effective support service to our Advisers, while providing an excellent service to our clients. You will assist the Advisers in the processing of new business, and the provision of an excellent service to all clients, while adhering at all times to the strict FCA regulations and internal policy and procedure. Your day to day role: To ensure that all fees related to business processing are produced and followed up as required To carry out compliance documents checks in accordance with FCA guidelines and internal business standards To take ownership of all business processing through to completion, closely monitoring the progress of each case and ensuring that the Advisers and the Clients are updated as and when appropriate throughout the process Developing and maintaining good working relationships with all Client Support Administrators, Paraplanners, Advisers and the Central Services Management Team Liaise with external providers to ensure the timely completion of transfers that affect client portfolios What you will need Qualified to A-Level standard or equivalent essential Good communication skills, both verbal and written, with the ability to instil confidence Excellent prioritisation and organisational skills Excellent attention to detail What's in it for you? By joining Chase de Vere , you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Opportunity to earn an annual bonus A day off for your birthday Life assurance - 4 x salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Two paid volunteering days each year, to support your local community Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and companywide events in support of our company charities
Mar 12, 2026
Full time
Business Processing Administrator Being one of the country's top independent financial advisers is no mean feat. But, our independence is key to everything we do. We believe staunchly that the best financial advice for our clients is independent financial advice. We are looking for Administrators that want to play a crucial part in improving people's lives. We work at pace but as One Team. What your role will involve The key function of the role is to deliver an efficient and effective support service to our Advisers, while providing an excellent service to our clients. You will assist the Advisers in the processing of new business, and the provision of an excellent service to all clients, while adhering at all times to the strict FCA regulations and internal policy and procedure. Your day to day role: To ensure that all fees related to business processing are produced and followed up as required To carry out compliance documents checks in accordance with FCA guidelines and internal business standards To take ownership of all business processing through to completion, closely monitoring the progress of each case and ensuring that the Advisers and the Clients are updated as and when appropriate throughout the process Developing and maintaining good working relationships with all Client Support Administrators, Paraplanners, Advisers and the Central Services Management Team Liaise with external providers to ensure the timely completion of transfers that affect client portfolios What you will need Qualified to A-Level standard or equivalent essential Good communication skills, both verbal and written, with the ability to instil confidence Excellent prioritisation and organisational skills Excellent attention to detail What's in it for you? By joining Chase de Vere , you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Opportunity to earn an annual bonus A day off for your birthday Life assurance - 4 x salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Two paid volunteering days each year, to support your local community Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and companywide events in support of our company charities
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
Mar 12, 2026
Full time
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
Senior Mortgage Administrator / Mortgage Paraplanner Are you a seasoned mortgage professional looking for a dynamic and rewarding role? We are seeking a Senior Mortgage Administrator / Mortgage Paraplanner to a growing HNW brokerage in Oxfordshire. This is a great opportunity for someone who is CeMAP qualified and eager to leverage their expertise in a pivotal role. Whether youre an experienced Mort
Mar 12, 2026
Full time
Senior Mortgage Administrator / Mortgage Paraplanner Are you a seasoned mortgage professional looking for a dynamic and rewarding role? We are seeking a Senior Mortgage Administrator / Mortgage Paraplanner to a growing HNW brokerage in Oxfordshire. This is a great opportunity for someone who is CeMAP qualified and eager to leverage their expertise in a pivotal role. Whether youre an experienced Mort
Paraplanner Hampshire Hybrid Working Financial Planning Burgh Recruitment is working with a growing financial planning firm in Hampshire that is seeking an experienced Paraplanner. This role offers a collaborative environment and hybrid working. Role overview: Producing suitability reports and technical documentation Conducting research and cashflow modelling Supporting advisers with complex cases Ens click apply for full job details
Mar 12, 2026
Full time
Paraplanner Hampshire Hybrid Working Financial Planning Burgh Recruitment is working with a growing financial planning firm in Hampshire that is seeking an experienced Paraplanner. This role offers a collaborative environment and hybrid working. Role overview: Producing suitability reports and technical documentation Conducting research and cashflow modelling Supporting advisers with complex cases Ens click apply for full job details
Paraplanner Salary Range: £40K-£65K pa Location: working from home Working days/ hours: flexible depending on the candidate An exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients. In the words of TRAP, we are one of those few 'full-fat financial planning firms' offering a combination of great unencumbered advice with a highly personalised client service. Our existing paraplanner has needed to step back her days, so we have a need for your expert help. We are looking for you to come in and help lead us in all things paraplanning. We have a brilliant client base, our data and systems are in good order, but our dip in the AI waters has proved chastening. We would like you to streamline the boring bits and deliver the kind of letters that clients actually want to receive. We have an office in the city of London for client meetings, but we are cloud-based and so all of the team works from home. In your role, you would only need to attend the office for quarterly team meetings. Required Experience: Hold at least level 4 status and ideally be looking to keep going. Have experience of using Intelligent Office, FE Analytics & cashflow software. We are looking for someone to lead this part of our business, so either experience of this and/or evidence to suggest that you can. In return we'll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match). We promise to train you, value you, listen to you and to adapt around your needs. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Mar 11, 2026
Full time
Paraplanner Salary Range: £40K-£65K pa Location: working from home Working days/ hours: flexible depending on the candidate An exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients. In the words of TRAP, we are one of those few 'full-fat financial planning firms' offering a combination of great unencumbered advice with a highly personalised client service. Our existing paraplanner has needed to step back her days, so we have a need for your expert help. We are looking for you to come in and help lead us in all things paraplanning. We have a brilliant client base, our data and systems are in good order, but our dip in the AI waters has proved chastening. We would like you to streamline the boring bits and deliver the kind of letters that clients actually want to receive. We have an office in the city of London for client meetings, but we are cloud-based and so all of the team works from home. In your role, you would only need to attend the office for quarterly team meetings. Required Experience: Hold at least level 4 status and ideally be looking to keep going. Have experience of using Intelligent Office, FE Analytics & cashflow software. We are looking for someone to lead this part of our business, so either experience of this and/or evidence to suggest that you can. In return we'll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match). We promise to train you, value you, listen to you and to adapt around your needs. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Paraplanner Immediate Start Salary circa £33k pa + Benefuts Based in Silsden - Hybrid working (3 office / 2 home after probation) About the role We are looking for a motivated, detail-driven Paraplanner to join our growing practice team. This is a true paraplanning role for someone who values the technical craft of financial planning and wants to build a long-term career in the profession click apply for full job details
Mar 10, 2026
Full time
Paraplanner Immediate Start Salary circa £33k pa + Benefuts Based in Silsden - Hybrid working (3 office / 2 home after probation) About the role We are looking for a motivated, detail-driven Paraplanner to join our growing practice team. This is a true paraplanning role for someone who values the technical craft of financial planning and wants to build a long-term career in the profession click apply for full job details
Ernest Gordon Recruitment
Weston-super-mare, Somerset
Paraplanner (Progression to Financial Advisor) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-Mare Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with ser click apply for full job details
Mar 10, 2026
Full time
Paraplanner (Progression to Financial Advisor) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-Mare Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with ser 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
Mar 10, 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
Our client is seeking a Financial Planner in Solihull 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 st click apply for full job details
Mar 10, 2026
Full time
Our client is seeking a Financial Planner in Solihull 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 st click apply for full job details
Quick Questions : Do you have Paraplanner experience? Are you Level 4 Diploma qualified (or near completion)? Do you have strong technical knowledge of pensions, investments, tax planning, and protection products? Benefits : DIS Ability to purchase additional holiday Pension contributions Competitive salary About the Company : A rapidly growing, Private Equity-backed independent financial planning group is see click apply for full job details
Mar 10, 2026
Full time
Quick Questions : Do you have Paraplanner experience? Are you Level 4 Diploma qualified (or near completion)? Do you have strong technical knowledge of pensions, investments, tax planning, and protection products? Benefits : DIS Ability to purchase additional holiday Pension contributions Competitive salary About the Company : A rapidly growing, Private Equity-backed independent financial planning group is see click apply for full job details
Quick Questions : Do you have Paraplanner experience? Are you Level 4 Diploma qualified (or near completion)? Do you have strong technical knowledge of pensions, investments, tax planning, and protection products? Benefits : DIS Ability to purchase additional holiday Pension contributions Competitive salary About the Company : A rapidly growing, Private Equity-backed independent financial planning group is see click apply for full job details
Mar 10, 2026
Full time
Quick Questions : Do you have Paraplanner experience? Are you Level 4 Diploma qualified (or near completion)? Do you have strong technical knowledge of pensions, investments, tax planning, and protection products? Benefits : DIS Ability to purchase additional holiday Pension contributions Competitive salary About the Company : A rapidly growing, Private Equity-backed independent financial planning group is see click apply for full job details
Paraplanner Salary: £35,000 £45,000 DOE Location: Hybrid / Office-based (depending on business needs) Job Type: Permanent Quick Questions: Do you have Paraplanner experience? Are you Level 4 Diploma qualified (or near completion)? Do you have strong technical knowledge of pensions, investments, tax planning, and protection products ? About the Company A rapidly growing, Private Equity-backed independent fi click apply for full job details
Mar 10, 2026
Full time
Paraplanner Salary: £35,000 £45,000 DOE Location: Hybrid / Office-based (depending on business needs) Job Type: Permanent Quick Questions: Do you have Paraplanner experience? Are you Level 4 Diploma qualified (or near completion)? Do you have strong technical knowledge of pensions, investments, tax planning, and protection products ? About the Company A rapidly growing, Private Equity-backed independent fi click apply for full job details
Paraplanner Location: Farnborough / Remote- 1 day a month in the Farnborough office Salary: £45,000-£50,000 Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning click apply for full job details
Mar 10, 2026
Full time
Paraplanner Location: Farnborough / Remote- 1 day a month in the Farnborough office Salary: £45,000-£50,000 Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning click apply for full job details
Client Administrator Location: Office-based- Leicester Hours: Monday - Friday, 9:00 am - 4:30 pm Salary :25k We are currently recruiting on behalf of our client for a Client Administrator to join their growing team. This is a fantastic opportunity to join a professional and supportive business within the financial services sector. The successful candidate will work closely with the Paraplanning Manager , supporting the day-to-day administration of client enquiries while also assisting Paraplanners and Financial Advisers with administrative tasks. Key Responsibilities Supporting the Team with day-to-day client administration Producing reports and preparing client documentation Booking and organising client meetings Chasing product providers for updates and information Keeping clients updated on the progress of both new and existing applications Providing administrative support to the Paraplanning team Assisting Financial Advisers with day-to-day requests General office administration duties The Ideal Candidate Strong administrative and organisational skills Excellent communication skills close attention to detail Ability to manage multiple tasks and deadlines A proactive and team-oriented approach This is an excellent opportunity for someone looking to build their career in a client-focused financial services environment , working within a collaborative and supportive team. About Precision People Precision People is a leading recruitment agency that specializes in sourcing top talent for Engineering, Technical, Sales, and Senior Management roles across a wide range of industries. With a focus on precision and quality, their team of expert recruiters works tirelessly to match the best candidates with the right employers, ensuring that both parties benefit from a successful partnership. Precision People has the expertise and resources to help you find the perfect role. With a deep understanding of the industry and a commitment to excellence, they have built a reputation for delivering exceptional results and exceeding their candidates' expectations. Interested? To apply for the client administrator position, here are your two options: "This is the job for me! When can I start?" - Call now and let's talk through your experience. Ask for Kirsty Reeves on (phone number removed) between 8.00am - 5.00pm. "I think I'm right for this position, but I'm not sure I have enough to get an interview" - Click "apply now" so I can read your CV and let you know. PPTP
Mar 10, 2026
Full time
Client Administrator Location: Office-based- Leicester Hours: Monday - Friday, 9:00 am - 4:30 pm Salary :25k We are currently recruiting on behalf of our client for a Client Administrator to join their growing team. This is a fantastic opportunity to join a professional and supportive business within the financial services sector. The successful candidate will work closely with the Paraplanning Manager , supporting the day-to-day administration of client enquiries while also assisting Paraplanners and Financial Advisers with administrative tasks. Key Responsibilities Supporting the Team with day-to-day client administration Producing reports and preparing client documentation Booking and organising client meetings Chasing product providers for updates and information Keeping clients updated on the progress of both new and existing applications Providing administrative support to the Paraplanning team Assisting Financial Advisers with day-to-day requests General office administration duties The Ideal Candidate Strong administrative and organisational skills Excellent communication skills close attention to detail Ability to manage multiple tasks and deadlines A proactive and team-oriented approach This is an excellent opportunity for someone looking to build their career in a client-focused financial services environment , working within a collaborative and supportive team. About Precision People Precision People is a leading recruitment agency that specializes in sourcing top talent for Engineering, Technical, Sales, and Senior Management roles across a wide range of industries. With a focus on precision and quality, their team of expert recruiters works tirelessly to match the best candidates with the right employers, ensuring that both parties benefit from a successful partnership. Precision People has the expertise and resources to help you find the perfect role. With a deep understanding of the industry and a commitment to excellence, they have built a reputation for delivering exceptional results and exceeding their candidates' expectations. Interested? To apply for the client administrator position, here are your two options: "This is the job for me! When can I start?" - Call now and let's talk through your experience. Ask for Kirsty Reeves on (phone number removed) between 8.00am - 5.00pm. "I think I'm right for this position, but I'm not sure I have enough to get an interview" - Click "apply now" so I can read your CV and let you know. PPTP
Overview Our client are seeking an experienced and technically capable Paraplanner to support their Financial Advisers in delivering high-quality financial planning advice to clients. The successful candidate will play a key role in conducting research, preparing suitability reports, and ensuring all advice meets regulatory and compliance standards. This role is ideal for a detail-oriented professional with strong technical knowledge of financial planning, investments and pensions who enjoys working in a collaborative advisory environment. Key Responsibilities Conduct detailed research across financial planning products including pensions, investments, protection and tax-efficient solutions. Prepare comprehensive and compliant suitability reports and financial planning recommendations. Analyse client financial information including assets, liabilities, income and expenditure. Assist advisers in developing financial strategies tailored to individual client objectives and risk profiles. Carry out technical calculations and product comparisons to support advice recommendations. Ensure all client documentation and files meet regulatory and compliance standards. Liaise with product providers, investment platforms and other third parties as required. Work closely with advisers and administrators to ensure recommendations are implemented accurately and efficiently. Maintain up-to-date knowledge of financial planning regulations, products and market developments. Skills & Experience Previous experience in a Paraplanner or Technical Financial Planning role. Strong knowledge of pensions, investments, tax planning and financial planning strategies. Experience preparing suitability reports and conducting technical research. Excellent analytical and problem-solving skills with strong attention to detail. Strong written communication skills with the ability to produce clear and accurate reports. Ability to manage multiple cases and work to deadlines. Qualifications Diploma in Financial Planning (CII Level 4) or working towards completion. Financial services experience within an IFA or wealth management environment.
Mar 09, 2026
Full time
Overview Our client are seeking an experienced and technically capable Paraplanner to support their Financial Advisers in delivering high-quality financial planning advice to clients. The successful candidate will play a key role in conducting research, preparing suitability reports, and ensuring all advice meets regulatory and compliance standards. This role is ideal for a detail-oriented professional with strong technical knowledge of financial planning, investments and pensions who enjoys working in a collaborative advisory environment. Key Responsibilities Conduct detailed research across financial planning products including pensions, investments, protection and tax-efficient solutions. Prepare comprehensive and compliant suitability reports and financial planning recommendations. Analyse client financial information including assets, liabilities, income and expenditure. Assist advisers in developing financial strategies tailored to individual client objectives and risk profiles. Carry out technical calculations and product comparisons to support advice recommendations. Ensure all client documentation and files meet regulatory and compliance standards. Liaise with product providers, investment platforms and other third parties as required. Work closely with advisers and administrators to ensure recommendations are implemented accurately and efficiently. Maintain up-to-date knowledge of financial planning regulations, products and market developments. Skills & Experience Previous experience in a Paraplanner or Technical Financial Planning role. Strong knowledge of pensions, investments, tax planning and financial planning strategies. Experience preparing suitability reports and conducting technical research. Excellent analytical and problem-solving skills with strong attention to detail. Strong written communication skills with the ability to produce clear and accurate reports. Ability to manage multiple cases and work to deadlines. Qualifications Diploma in Financial Planning (CII Level 4) or working towards completion. Financial services experience within an IFA or wealth management environment.
Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team click apply for full job details
Mar 09, 2026
Full time
Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team click apply for full job details
Paraplanner (Work Life Balance) £40,000 - £50,000 + Pension + 33 Days Holiday + Bonus + Training + European Weekends Away Bordon, Hampshire Are you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' holiday, and the opportunity to earn an annual bonus? On offer is the opportunity to join a well-establi
Mar 06, 2026
Full time
Paraplanner (Work Life Balance) £40,000 - £50,000 + Pension + 33 Days Holiday + Bonus + Training + European Weekends Away Bordon, Hampshire Are you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' holiday, and the opportunity to earn an annual bonus? On offer is the opportunity to join a well-establi
