Overview My client is currently looking for an experienced IFA Administrator to join their team in Newcastle Under Lyme. The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients. Key Duties Processing new business Preparing valuation reports Preparing performance documentation for client review appointments Preparing review checklist for client appointments Obtaining provider information to assist advisers with their recommendations and enable Paraplanners to produce comprehensive reports Run risk profiler results via FE Analytics Ensuring that clients are advised of progress throughout this process Assisting with research and producing FE Analytics fund switch reports Ensure client authorisation received to complete switch in line with MIFID II requirements Processing and monitoring switch directly with provider or electronically via platform Preparing half yearly valuation reports for issue to client Provide post review summary reports to clients Completing withdrawal instructions on behalf of clients Ensuring any instructions received are confirmed in writing by client and authentication process is followed Experience / Qualifications Previous experience in an IFA environment is essential. How to apply For more information please contact Graeme Hyland on or email Additional information Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Diversity, Equity and Inclusion Our Diversity, Equity and Inclusion Mission: At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Mar 23, 2026
Full time
Overview My client is currently looking for an experienced IFA Administrator to join their team in Newcastle Under Lyme. The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients. Key Duties Processing new business Preparing valuation reports Preparing performance documentation for client review appointments Preparing review checklist for client appointments Obtaining provider information to assist advisers with their recommendations and enable Paraplanners to produce comprehensive reports Run risk profiler results via FE Analytics Ensuring that clients are advised of progress throughout this process Assisting with research and producing FE Analytics fund switch reports Ensure client authorisation received to complete switch in line with MIFID II requirements Processing and monitoring switch directly with provider or electronically via platform Preparing half yearly valuation reports for issue to client Provide post review summary reports to clients Completing withdrawal instructions on behalf of clients Ensuring any instructions received are confirmed in writing by client and authentication process is followed Experience / Qualifications Previous experience in an IFA environment is essential. How to apply For more information please contact Graeme Hyland on or email Additional information Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Diversity, Equity and Inclusion Our Diversity, Equity and Inclusion Mission: At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
THE OPPORTUNITY There are roles and then there are callings . This is the latter. A rare and compelling opportunity has emerged for a Paraplanner of precision, intellect and quiet ambition to step into a position of genuine influence within a distinguished and highly regarded wealth management practice in Epsom. This is not simply a seat at the table - it is a chance to become the engine behind exceptional financial advice, the unseen architect of life-changing client outcomes, and a trusted technical authority in a firm where standards are not met they are set . THE BUSINESS This is a long-established, deeply respected financial planning practice with decades of heritage and an unwavering commitment to excellence. Built on trust, sustained by relationships, and refined through years of delivering tailored advice, the firm stands as a beacon of professionalism within the St. James's Place Partnership. Clients are not numbers here - they are long-term relationships, often spanning generations, nurtured through care, diligence, and a relentless pursuit of doing things properly. THE ROLE As Paraplanner, you will be the analytical powerhouse supporting a team of accomplished Financial Advisers. Your words will shape recommendations, your research will underpin decisions, and your technical expertise will ensure every client solution is as robust as it is refined. You will operate at the very heart of the advice process - interpreting complex financial landscapes and translating them into clear, compliant and compelling suitability reports. This is a role for someone who takes pride in mastery, who understands that detail is not a burden but a craft. KEY RESPONSIBILITIES • Crafting detailed, technically robust suitability reports aligned with regulatory standards and internal frameworks • Conducting in-depth research across pensions, investments, protection and retirement planning • Analysing client circumstances, objectives, and risk profiles with precision and care • Supporting advisers in designing tailored financial strategies for both new and existing clients • Producing cashflow modelling and long-term financial planning analysis • Ensuring all work adheres to FCA compliance and regulatory expectations • Collaborating closely with advisers, administrators and technical teams • Maintaining impeccable client records and back-office systems • Supporting complex cases and acting as a technical sounding board SKILLS & EXPERIENCE REQUIRED • Proven experience as a Paraplanner within wealth management • Strong technical knowledge across pensions, investments, protection and tax planning • Level 4 Diploma in Financial Planning (essential) • Progression towards Chartered status (highly desirable) • Exceptional report writing skills with a forensic attention to detail • Strong understanding of FCA compliance requirements • Experience with cashflow modelling tools • Ability to manage multiple cases with accuracy and efficiency PERSONAL ATTRIBUTES • Meticulous, analytical and naturally detail-driven • Professional, composed and client-focused in outlook • Able to operate independently while thriving within a collaborative team • Clear communicator with a pragmatic, solutions-led mindset • Calm under pressure, with the discipline to meet deadlines without compromise WHAT'S ON OFFER • Competitive salary reflective of your expertise • Discretionary bonus • Pension contribution • Ongoing professional development and structured career progression • Support towards advanced qualifications and Chartered status • A stable, respected and high-performing environment • The opportunity to be part of a business where excellence is the standard and reputation is everything FINAL WORD This is not just another Paraplanner role. It is a chance to step into a position of real substance - where your expertise is valued, your contribution is visible, and your career can evolve with purpose. If you are ready to evolve and develop your wealth management advice skills and join a firm where quality reigns supreme, please make contact with me. For a confidential discussion, contact Ryan at Financial Divisions.
Mar 23, 2026
Full time
THE OPPORTUNITY There are roles and then there are callings . This is the latter. A rare and compelling opportunity has emerged for a Paraplanner of precision, intellect and quiet ambition to step into a position of genuine influence within a distinguished and highly regarded wealth management practice in Epsom. This is not simply a seat at the table - it is a chance to become the engine behind exceptional financial advice, the unseen architect of life-changing client outcomes, and a trusted technical authority in a firm where standards are not met they are set . THE BUSINESS This is a long-established, deeply respected financial planning practice with decades of heritage and an unwavering commitment to excellence. Built on trust, sustained by relationships, and refined through years of delivering tailored advice, the firm stands as a beacon of professionalism within the St. James's Place Partnership. Clients are not numbers here - they are long-term relationships, often spanning generations, nurtured through care, diligence, and a relentless pursuit of doing things properly. THE ROLE As Paraplanner, you will be the analytical powerhouse supporting a team of accomplished Financial Advisers. Your words will shape recommendations, your research will underpin decisions, and your technical expertise will ensure every client solution is as robust as it is refined. You will operate at the very heart of the advice process - interpreting complex financial landscapes and translating them into clear, compliant and compelling suitability reports. This is a role for someone who takes pride in mastery, who understands that detail is not a burden but a craft. KEY RESPONSIBILITIES • Crafting detailed, technically robust suitability reports aligned with regulatory standards and internal frameworks • Conducting in-depth research across pensions, investments, protection and retirement planning • Analysing client circumstances, objectives, and risk profiles with precision and care • Supporting advisers in designing tailored financial strategies for both new and existing clients • Producing cashflow modelling and long-term financial planning analysis • Ensuring all work adheres to FCA compliance and regulatory expectations • Collaborating closely with advisers, administrators and technical teams • Maintaining impeccable client records and back-office systems • Supporting complex cases and acting as a technical sounding board SKILLS & EXPERIENCE REQUIRED • Proven experience as a Paraplanner within wealth management • Strong technical knowledge across pensions, investments, protection and tax planning • Level 4 Diploma in Financial Planning (essential) • Progression towards Chartered status (highly desirable) • Exceptional report writing skills with a forensic attention to detail • Strong understanding of FCA compliance requirements • Experience with cashflow modelling tools • Ability to manage multiple cases with accuracy and efficiency PERSONAL ATTRIBUTES • Meticulous, analytical and naturally detail-driven • Professional, composed and client-focused in outlook • Able to operate independently while thriving within a collaborative team • Clear communicator with a pragmatic, solutions-led mindset • Calm under pressure, with the discipline to meet deadlines without compromise WHAT'S ON OFFER • Competitive salary reflective of your expertise • Discretionary bonus • Pension contribution • Ongoing professional development and structured career progression • Support towards advanced qualifications and Chartered status • A stable, respected and high-performing environment • The opportunity to be part of a business where excellence is the standard and reputation is everything FINAL WORD This is not just another Paraplanner role. It is a chance to step into a position of real substance - where your expertise is valued, your contribution is visible, and your career can evolve with purpose. If you are ready to evolve and develop your wealth management advice skills and join a firm where quality reigns supreme, please make contact with me. For a confidential discussion, contact Ryan at Financial Divisions.
Paraplanner Bournemouth Office-based Up to £38,000 An established financial planning firm based in Bournemouth, is looking to appoint an experienced Paraplanner to join its paraplanning team. The firm supports a broad adviser base and is known for handling complex advice cases across pensions, investments, and retirement planning. This opportunity has arisen due to continued workload, and the successful candidate will play a key role in supporting advisers with high-quality technical and report-writing support. The role is primarily office-based to support collaboration and training; however, hybrid or remote working may be considered for a suitably experienced Paraplanner. The Role Preparation of full suitability reports across pensions and investments Technical support to advisers on complex advice cases End-to-end case management from instruction through to completion Liaison with advisers and internal teams to ensure timely and accurate delivery What They're Looking For Proven experience working as a Paraplanner within a financial planning firm Ability to manage cases independently with minimal supervision Strong technical knowledge and high-quality report writing skills Diploma qualifications are not essential; relevant experience and competence are key Package Salary up to £38,000, dependent on experience Discretionary bonus 5% employer pension contribution Health cash plan Additional benefits to be confirmed Apply today to be considered for this Paraplanner opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
Mar 23, 2026
Full time
Paraplanner Bournemouth Office-based Up to £38,000 An established financial planning firm based in Bournemouth, is looking to appoint an experienced Paraplanner to join its paraplanning team. The firm supports a broad adviser base and is known for handling complex advice cases across pensions, investments, and retirement planning. This opportunity has arisen due to continued workload, and the successful candidate will play a key role in supporting advisers with high-quality technical and report-writing support. The role is primarily office-based to support collaboration and training; however, hybrid or remote working may be considered for a suitably experienced Paraplanner. The Role Preparation of full suitability reports across pensions and investments Technical support to advisers on complex advice cases End-to-end case management from instruction through to completion Liaison with advisers and internal teams to ensure timely and accurate delivery What They're Looking For Proven experience working as a Paraplanner within a financial planning firm Ability to manage cases independently with minimal supervision Strong technical knowledge and high-quality report writing skills Diploma qualifications are not essential; relevant experience and competence are key Package Salary up to £38,000, dependent on experience Discretionary bonus 5% employer pension contribution Health cash plan Additional benefits to be confirmed Apply today to be considered for this Paraplanner opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
Our client is a highly respected, long-established wealth management firm near Sutton who are looking to bring in an experienced Paraplanner with a genuine desire to progress into an advisory role over time. This is a fantastic opportunity for someone who enjoys the technical side of financial planning but also wants a clear, supported pathway into becoming a Financial Adviser. The Opportunity You'll join a well-regarded practice with a strong reputation for delivering high-quality, relationship-led advice. Working closely with experienced Advisers, you'll play a key role in shaping client recommendations while developing the skills and exposure needed to step into an advisory position in the future. This isn't just a back-office role - as a Paraplanner, you'll be heavily involved in the advice process and given real visibility across client relationships. The Role Writing clear, compliant, and technically robust suitability reports Conducting detailed research across pensions, investments, protection, and tax planning Supporting Advisers in building tailored financial plans Producing cashflow modelling and long-term planning analysis Assisting with complex cases and acting as a technical point of contact Working closely with Advisers and Administrators to deliver a seamless client experience What They're Looking For Previous experience as a Paraplanner within wealth management Level 4 Diploma in Financial Planning (essential) Strong technical knowledge across core advice areas Experience with report writing and cashflow modelling Good understanding of compliance and regulatory requirements Someone organised, detail-focused and keen to develop Progress towards Chartered status would be a big plus, but not essential. What's On Offer Salary to £52,000 Discretionary bonus Pension and full benefits package Structured progression into an Advisory role Ongoing support with further qualifications A stable, well-regarded firm with a strong client base Why This Role? Opportunities offering a genuine route from Paraplanner to Adviser - with the right support, client exposure, and structure - are still relatively rare. This role offers exactly that within a firm that values long-term development and quality advice. If this role is of interest, please send your CV to Harry at Financial Divisions
Mar 23, 2026
Full time
Our client is a highly respected, long-established wealth management firm near Sutton who are looking to bring in an experienced Paraplanner with a genuine desire to progress into an advisory role over time. This is a fantastic opportunity for someone who enjoys the technical side of financial planning but also wants a clear, supported pathway into becoming a Financial Adviser. The Opportunity You'll join a well-regarded practice with a strong reputation for delivering high-quality, relationship-led advice. Working closely with experienced Advisers, you'll play a key role in shaping client recommendations while developing the skills and exposure needed to step into an advisory position in the future. This isn't just a back-office role - as a Paraplanner, you'll be heavily involved in the advice process and given real visibility across client relationships. The Role Writing clear, compliant, and technically robust suitability reports Conducting detailed research across pensions, investments, protection, and tax planning Supporting Advisers in building tailored financial plans Producing cashflow modelling and long-term planning analysis Assisting with complex cases and acting as a technical point of contact Working closely with Advisers and Administrators to deliver a seamless client experience What They're Looking For Previous experience as a Paraplanner within wealth management Level 4 Diploma in Financial Planning (essential) Strong technical knowledge across core advice areas Experience with report writing and cashflow modelling Good understanding of compliance and regulatory requirements Someone organised, detail-focused and keen to develop Progress towards Chartered status would be a big plus, but not essential. What's On Offer Salary to £52,000 Discretionary bonus Pension and full benefits package Structured progression into an Advisory role Ongoing support with further qualifications A stable, well-regarded firm with a strong client base Why This Role? Opportunities offering a genuine route from Paraplanner to Adviser - with the right support, client exposure, and structure - are still relatively rare. This role offers exactly that within a firm that values long-term development and quality advice. If this role is of interest, please send your CV to Harry at Financial Divisions
I am currently recruiting for a Trainee Financial Advisor to join a friendly and supportive team in a role that offers a structured pathway to becoming a Chartered Financial Planner. This is an excellent opportunity for a Junior Financial Adviser or Paraplanner looking to build a long-term career. In this role, you will work closely with the Chartered Financial Adviser, attending client meetings and assisting with the planning process. Key responsibilities include: Attending appointments and taking detailed notes. Handling paraplanning duties, including underwriting cases and systems analysis. Conducting research and preparing reports for an existing client bank. Learning internal systems and processes through direct mentorship. A clear development pathway will be provided, including on-the-job training and full funding for your professional exams. This position is ideal for an individual looking to gain valuable client-facing experience while working toward their qualifications.Please get in touch for more information
Mar 23, 2026
Full time
I am currently recruiting for a Trainee Financial Advisor to join a friendly and supportive team in a role that offers a structured pathway to becoming a Chartered Financial Planner. This is an excellent opportunity for a Junior Financial Adviser or Paraplanner looking to build a long-term career. In this role, you will work closely with the Chartered Financial Adviser, attending client meetings and assisting with the planning process. Key responsibilities include: Attending appointments and taking detailed notes. Handling paraplanning duties, including underwriting cases and systems analysis. Conducting research and preparing reports for an existing client bank. Learning internal systems and processes through direct mentorship. A clear development pathway will be provided, including on-the-job training and full funding for your professional exams. This position is ideal for an individual looking to gain valuable client-facing experience while working toward their qualifications.Please get in touch for more information
If you are an experienced paraplanner seeking a job that offers genuine development into a Financial Adviser role, this opportunity could be the perfect next step. You will be joining a professional, well established advice firm that provides high quality financial planning and offers a clear route to advisory responsibilities as your competence and confidence grow. In this role you will work close
Mar 23, 2026
Full time
If you are an experienced paraplanner seeking a job that offers genuine development into a Financial Adviser role, this opportunity could be the perfect next step. You will be joining a professional, well established advice firm that provides high quality financial planning and offers a clear route to advisory responsibilities as your competence and confidence grow. In this role you will work close
This is a genuinely different paraplanning role within a boutique, privately owned, directly authorised IFA firm based in Blackheath. You will not be sat in the background purely writing reports. Instead, you will work closely with advisers and clients, attending meetings, shaping advice, and playing a visible role in the client journey from day one. The firm is family-run, stable, and values long-term relationships over volume. The environment is collaborative, professional, and grown-up, with no corporate layers or unnecessary bureaucracy. There are two clear long-term pathways available, depending on what you want: A progression route into advice, with full support if you want to become an adviser A move into an operational / leadership role, helping shape how the business runs There is no pressure to choose either. The role can be shaped around your strengths and ambitions. The Role This is a broad paraplanning role with real client exposure. You will be involved in: Attending client meetings alongside advisers Acting as a technical point of contact for clients where appropriate Researching and formulating advice across pensions, investments, protection, and tax planning Writing suitability reports and recommendation letters Cashflow modelling using Voyant Producing and maintaining financial plans using Intelligent Office (IO) Preparing annual review packs and ongoing servicing work Liaising with providers, platforms, and third parties Supporting advisers with complex cases and planning strategies Systems & Tools Intelligent Office (IO) Voyant cashflow modelling Experience with these is helpful but not essential if you've used similar systems. About the Firm Boutique, directly authorised IFA firm Privately owned and family-run Long-standing client relationships, with a focus on quality over volume Collaborative team with direct access to decision makers No rigid corporate structure or red tape What They're Looking For Experience as a Paraplanner within a financial planning / IFA environment Strong technical knowledge across pensions and investments Comfortable interacting with clients and attending meetings Someone who wants to be involved in the advice process, not just documentation Diploma qualified (or working towards) preferred Package Salary: £45,000 to £60,000 Bonus: 10% Holiday: 25 days + bank holidays (increasing with service) Private Medical Insurance (PMI) Death in Service (DIS) Medicash plan Pension matched up to 5% Why This Role Stands Out Client-facing paraplanning role, not back-office only Clear, optional progression into advice or operations Boutique, high-quality firm with a strong culture Direct exposure to advisers and clients Real input into how advice is delivered Apply If you are a paraplanner who wants more involvement, more visibility, and a genuine say in your long-term direction, this is worth a conversation. Apply now or get in touch for a confidential discussion.
Mar 23, 2026
Full time
This is a genuinely different paraplanning role within a boutique, privately owned, directly authorised IFA firm based in Blackheath. You will not be sat in the background purely writing reports. Instead, you will work closely with advisers and clients, attending meetings, shaping advice, and playing a visible role in the client journey from day one. The firm is family-run, stable, and values long-term relationships over volume. The environment is collaborative, professional, and grown-up, with no corporate layers or unnecessary bureaucracy. There are two clear long-term pathways available, depending on what you want: A progression route into advice, with full support if you want to become an adviser A move into an operational / leadership role, helping shape how the business runs There is no pressure to choose either. The role can be shaped around your strengths and ambitions. The Role This is a broad paraplanning role with real client exposure. You will be involved in: Attending client meetings alongside advisers Acting as a technical point of contact for clients where appropriate Researching and formulating advice across pensions, investments, protection, and tax planning Writing suitability reports and recommendation letters Cashflow modelling using Voyant Producing and maintaining financial plans using Intelligent Office (IO) Preparing annual review packs and ongoing servicing work Liaising with providers, platforms, and third parties Supporting advisers with complex cases and planning strategies Systems & Tools Intelligent Office (IO) Voyant cashflow modelling Experience with these is helpful but not essential if you've used similar systems. About the Firm Boutique, directly authorised IFA firm Privately owned and family-run Long-standing client relationships, with a focus on quality over volume Collaborative team with direct access to decision makers No rigid corporate structure or red tape What They're Looking For Experience as a Paraplanner within a financial planning / IFA environment Strong technical knowledge across pensions and investments Comfortable interacting with clients and attending meetings Someone who wants to be involved in the advice process, not just documentation Diploma qualified (or working towards) preferred Package Salary: £45,000 to £60,000 Bonus: 10% Holiday: 25 days + bank holidays (increasing with service) Private Medical Insurance (PMI) Death in Service (DIS) Medicash plan Pension matched up to 5% Why This Role Stands Out Client-facing paraplanning role, not back-office only Clear, optional progression into advice or operations Boutique, high-quality firm with a strong culture Direct exposure to advisers and clients Real input into how advice is delivered Apply If you are a paraplanner who wants more involvement, more visibility, and a genuine say in your long-term direction, this is worth a conversation. Apply now or get in touch for a confidential discussion.
Are you an experienced Paraplanner looking for a role where your technical skills genuinely shape the quality of financial advice delivered to clients? This Paraplanner job offers the chance to join an expanding wealth division, supporting highly experienced Advisers while becoming an integral part of a professional, forward-thinking firm. You'll play a key part in helping to deliver high-quality financial planning solutions by researching products, analysing client information, and preparing insightful, well-structured reports. Working closely with Advisers, you'll be involved in developing personalised strategies across investments, pensions, and retirement planning. This is an ideal move for someone who enjoys technical depth, thrives on accuracy, and wants to work in a business that actively invests in growth. With the wealth team expanding, there's clear opportunity to progress your career over time, whether into senior paraplanning, advice, or specialist technical work. What you'll be doing • Preparing suitability reports and recommendation packs • Undertaking detailed research across pensions, investments and tax-efficient solutions • Supporting cashflow modelling and technical analysis • Working collaboratively with Advisers, admin and wider support functions • Helping ensure all advice and documentation meets regulatory standards Paraplanner Requirements • You must be Level 4 Diploma in Financial Planning or very close to completion • You should have previous Paraplanning or technical support experience within financial planning • You should have strong knowledge of pensions and investments • You should have ability to produce compliant, well-structured reports • Ideally you should have experience using financial planning software such as cashflow tools or research platforms • Ideally you should have background in hybrid-working wealth environments The Company You'll be joining a well-established financial services group with a growing wealth arm. The team benefits from strong internal referrals, modern processes, and access to specialist support functions including compliance, marketing and technical expertise. The environment is collaborative, friendly and focused on delivering quality advice. Paraplanner Benefits • Salary circa £35,000 to £40,000 • Hybrid working with regular office collaboration • Private medical cover • 25 days holiday plus bank holidays • Ongoing professional development support Location You should be within a commutable distance of the office, with flexibility for hybrid working after initial onboarding. If this sounds like the right next step in your career, we'd love to hear from you. Apply today to be considered. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Mar 23, 2026
Full time
Are you an experienced Paraplanner looking for a role where your technical skills genuinely shape the quality of financial advice delivered to clients? This Paraplanner job offers the chance to join an expanding wealth division, supporting highly experienced Advisers while becoming an integral part of a professional, forward-thinking firm. You'll play a key part in helping to deliver high-quality financial planning solutions by researching products, analysing client information, and preparing insightful, well-structured reports. Working closely with Advisers, you'll be involved in developing personalised strategies across investments, pensions, and retirement planning. This is an ideal move for someone who enjoys technical depth, thrives on accuracy, and wants to work in a business that actively invests in growth. With the wealth team expanding, there's clear opportunity to progress your career over time, whether into senior paraplanning, advice, or specialist technical work. What you'll be doing • Preparing suitability reports and recommendation packs • Undertaking detailed research across pensions, investments and tax-efficient solutions • Supporting cashflow modelling and technical analysis • Working collaboratively with Advisers, admin and wider support functions • Helping ensure all advice and documentation meets regulatory standards Paraplanner Requirements • You must be Level 4 Diploma in Financial Planning or very close to completion • You should have previous Paraplanning or technical support experience within financial planning • You should have strong knowledge of pensions and investments • You should have ability to produce compliant, well-structured reports • Ideally you should have experience using financial planning software such as cashflow tools or research platforms • Ideally you should have background in hybrid-working wealth environments The Company You'll be joining a well-established financial services group with a growing wealth arm. The team benefits from strong internal referrals, modern processes, and access to specialist support functions including compliance, marketing and technical expertise. The environment is collaborative, friendly and focused on delivering quality advice. Paraplanner Benefits • Salary circa £35,000 to £40,000 • Hybrid working with regular office collaboration • Private medical cover • 25 days holiday plus bank holidays • Ongoing professional development support Location You should be within a commutable distance of the office, with flexibility for hybrid working after initial onboarding. If this sounds like the right next step in your career, we'd love to hear from you. Apply today to be considered. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Due to our continued success, we require an additional Administrator to join our Investment team. The role will be based at our Head Office in Godalming working within the Wealth Management side of the business. Therefore, you must have proven experience within the wealth management sector including a good understanding of the different products relating to pensions, investments, life assurance and mortgages. Plus, a minimum of CF1 or equivalent and 2 years' experience dealing directly with clients in the financial services sector. In return we can offer Mon to Fri working hours with a flexi time scheme, generous salary, comprehensive benefits package and the chance to further your career. Tasks and responsibilities: Have a good understanding of the sales process and client review process. Ensuring portfolio reviews are up to date and accurate. Carrying out admin tasks in support of the sales process and client review process. Provide consultants with all requirements for client meetings. Processing of new business applications and fund switches including checks to confirm the documentation is correct. Sending out LOAs and obtaining information from providers in preparation for a report of recommendation. Communicating effectively with clients by letter, e-mail and telephone • Shows initiative and judgement when administering work. Is organised and prioritises work well. Ability to use back-office systems such as Intelliflo and to maintain clear and accurate client records. Maintaining client files and record keeping to a good quality. Understanding how investment platforms work and how to read fund valuations in client portfolios. Opening and distributing incoming post and franking and sending outgoing post. Understanding the compliance issues, guidance, manual, logs and processes. Completing quarterly on-line training in anti-money laundering, data protection, fraud awareness, treating customers fairly and other relevant compliance issues. Attending internal and external training events as appropriate. Complying with the conduct rules within the Certification Regime. Understanding the regulator requirements relating to independent financial advisers. To undertake other duties as reasonably required and directed. Supporting paraplanners to prepare simple suitability reports, if required. To be successful as one of our Investment Administrators, you should have the following skills and experience:- A good understanding of the financial services sales process and client review process. Any experience of providing paraplanners with suitability reports is useful but again not essential. Previous experience of Intelliflo back-office system and Quilter Investment Platform is preferred. A minimum of CF1 or equivalent and 2 years' experience dealing directly with clients in the financial services sector. An excellent telephone manner and customer service skills. The ability to work in a structured and planned manner especially when under pressure to meet deadlines. PC literate with a sound understanding of Microsoft Word and familiarity with Microsoft Excel. In return we can offer a highly competitive financial package including salary reflecting experience and ability, pension scheme on a non-contributory basis and medical insurance. Personal development - help developing your role, exam support including guidance, study leave and the cost of study texts and booking the exam met by employer. Please submit your CV asap for immediate consideration.
Mar 23, 2026
Full time
Due to our continued success, we require an additional Administrator to join our Investment team. The role will be based at our Head Office in Godalming working within the Wealth Management side of the business. Therefore, you must have proven experience within the wealth management sector including a good understanding of the different products relating to pensions, investments, life assurance and mortgages. Plus, a minimum of CF1 or equivalent and 2 years' experience dealing directly with clients in the financial services sector. In return we can offer Mon to Fri working hours with a flexi time scheme, generous salary, comprehensive benefits package and the chance to further your career. Tasks and responsibilities: Have a good understanding of the sales process and client review process. Ensuring portfolio reviews are up to date and accurate. Carrying out admin tasks in support of the sales process and client review process. Provide consultants with all requirements for client meetings. Processing of new business applications and fund switches including checks to confirm the documentation is correct. Sending out LOAs and obtaining information from providers in preparation for a report of recommendation. Communicating effectively with clients by letter, e-mail and telephone • Shows initiative and judgement when administering work. Is organised and prioritises work well. Ability to use back-office systems such as Intelliflo and to maintain clear and accurate client records. Maintaining client files and record keeping to a good quality. Understanding how investment platforms work and how to read fund valuations in client portfolios. Opening and distributing incoming post and franking and sending outgoing post. Understanding the compliance issues, guidance, manual, logs and processes. Completing quarterly on-line training in anti-money laundering, data protection, fraud awareness, treating customers fairly and other relevant compliance issues. Attending internal and external training events as appropriate. Complying with the conduct rules within the Certification Regime. Understanding the regulator requirements relating to independent financial advisers. To undertake other duties as reasonably required and directed. Supporting paraplanners to prepare simple suitability reports, if required. To be successful as one of our Investment Administrators, you should have the following skills and experience:- A good understanding of the financial services sales process and client review process. Any experience of providing paraplanners with suitability reports is useful but again not essential. Previous experience of Intelliflo back-office system and Quilter Investment Platform is preferred. A minimum of CF1 or equivalent and 2 years' experience dealing directly with clients in the financial services sector. An excellent telephone manner and customer service skills. The ability to work in a structured and planned manner especially when under pressure to meet deadlines. PC literate with a sound understanding of Microsoft Word and familiarity with Microsoft Excel. In return we can offer a highly competitive financial package including salary reflecting experience and ability, pension scheme on a non-contributory basis and medical insurance. Personal development - help developing your role, exam support including guidance, study leave and the cost of study texts and booking the exam met by employer. Please submit your CV asap for immediate consideration.
Paraplanner job - an excellent opportunity to join a growing independent financial planning firm This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you'll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step. In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients. Your responsibilities will include: Preparing accurate and compliant suitability reports Undertaking detailed product research and financial analysis Supporting Advisers with client review packs and case preparation Managing post meeting actions, liaising with providers and obtaining outstanding information Ensuring files meet compliance and internal documentation standards This role will appeal to someone who enjoys variety, takes ownership of their work and wants to progress. Full exam funding and study leave are available for individuals wishing to work towards their Diploma or beyond. Paraplanner Requirements Essential: Experience as a Paraplanner or Senior IFA Administrator Essential: Strong pensions and investments knowledge Essential: Experience writing suitability reports Desirable: Level 4 Diploma in Regulated Financial Planning (or working towards it) Desirable: Experience using financial planning software or cashflow tools The Company A well established, growing financial planning firm that provides independent advice to private and corporate clients. They have a loyal, long standing team and a supportive office culture, with a genuine focus on development and doing things properly. Paraplanner Benefits Salary typically in the region of £40,000 - £45,000 depending on experience Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Supportive working environment with long term progression opportunities Location Ideal for candidates within commuting distance of Meriden. If you feel this Paraplanner job may be the right next step in your career, click Apply. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Mar 23, 2026
Full time
Paraplanner job - an excellent opportunity to join a growing independent financial planning firm This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you'll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step. In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients. Your responsibilities will include: Preparing accurate and compliant suitability reports Undertaking detailed product research and financial analysis Supporting Advisers with client review packs and case preparation Managing post meeting actions, liaising with providers and obtaining outstanding information Ensuring files meet compliance and internal documentation standards This role will appeal to someone who enjoys variety, takes ownership of their work and wants to progress. Full exam funding and study leave are available for individuals wishing to work towards their Diploma or beyond. Paraplanner Requirements Essential: Experience as a Paraplanner or Senior IFA Administrator Essential: Strong pensions and investments knowledge Essential: Experience writing suitability reports Desirable: Level 4 Diploma in Regulated Financial Planning (or working towards it) Desirable: Experience using financial planning software or cashflow tools The Company A well established, growing financial planning firm that provides independent advice to private and corporate clients. They have a loyal, long standing team and a supportive office culture, with a genuine focus on development and doing things properly. Paraplanner Benefits Salary typically in the region of £40,000 - £45,000 depending on experience Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Supportive working environment with long term progression opportunities Location Ideal for candidates within commuting distance of Meriden. If you feel this Paraplanner job may be the right next step in your career, click Apply. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm. You'll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management. The firm will give you full internal support, but the real opportunity here is for an Adviser who thrives on generating their own activity, creating introducer relationships and growing a meaningful client bank over time. In addition, they have an in-house employee benefits team that can assist their corporate clients and produce new clients for personal financial planning. In this role you will: Provide independent advice across pensions, investments, protection and wider financial planning Build strong relationships with new clients through proactive networking, referrals and introductions Manage ongoing review work to maintain high standards of service and ethics Work closely with paraplanners, administrators and compliance to deliver a smooth client experience Stay up to date with regulatory and technical changes to maintain high-quality advice The firm offers flexibility on experience, with packages tailored according to capability, track record and the value you can bring. Financial Adviser Requirements Essential: CAS status as a UK Financial Adviser Essential: Level 4 Diploma in Regulated Financial Planning (or equivalent) Essential: Experience advising on pensions and investments Essential: Clear evidence of proactive business generation (hunter profile) Desirable: Established introducer links or a strong professional network The Company An independent financial planning firm with a strong reputation for delivering holistic, client led advice. They offer full internal support, modern systems and a collaborative team environment, with long term potential for advisers who demonstrate growth and commitment. Financial Adviser Benefits Competitive basic salary likely within £50,000 - £75,000 , depending on experience Performance related bonus structure Full paraplanning, administration and compliance support Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Mixture of seeing clients in their office, clients' home or via Teams Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Location Ideal for candidates within travelling distance of Meriden If this sounds like the right opportunity for you, click Apply to speak with our team. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Mar 23, 2026
Full time
This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm. You'll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management. The firm will give you full internal support, but the real opportunity here is for an Adviser who thrives on generating their own activity, creating introducer relationships and growing a meaningful client bank over time. In addition, they have an in-house employee benefits team that can assist their corporate clients and produce new clients for personal financial planning. In this role you will: Provide independent advice across pensions, investments, protection and wider financial planning Build strong relationships with new clients through proactive networking, referrals and introductions Manage ongoing review work to maintain high standards of service and ethics Work closely with paraplanners, administrators and compliance to deliver a smooth client experience Stay up to date with regulatory and technical changes to maintain high-quality advice The firm offers flexibility on experience, with packages tailored according to capability, track record and the value you can bring. Financial Adviser Requirements Essential: CAS status as a UK Financial Adviser Essential: Level 4 Diploma in Regulated Financial Planning (or equivalent) Essential: Experience advising on pensions and investments Essential: Clear evidence of proactive business generation (hunter profile) Desirable: Established introducer links or a strong professional network The Company An independent financial planning firm with a strong reputation for delivering holistic, client led advice. They offer full internal support, modern systems and a collaborative team environment, with long term potential for advisers who demonstrate growth and commitment. Financial Adviser Benefits Competitive basic salary likely within £50,000 - £75,000 , depending on experience Performance related bonus structure Full paraplanning, administration and compliance support Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Mixture of seeing clients in their office, clients' home or via Teams Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Location Ideal for candidates within travelling distance of Meriden If this sounds like the right opportunity for you, click Apply to speak with our team. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Premier Jobs UK Limited
Rickmansworth, Hertfordshire
Are you an experienced Paraplanner looking for a role where you can stretch your technical skills and work on more complex cases? This expanding firm is seeking a confident Paraplanner who enjoys getting into the detail of tax planning and supporting Advisors in delivering outstanding client outcomes. You will be joining a supportive team environment, using a shared ticketing system to provide paraplanning supporting 4 Advisors. The role offers the chance to work on a broad range of cases, with exposure to more intricate scenarios, including estate planning and business relief recommendations. The business is currently in an exciting period of growth, with recent expansion and a strong pipeline of new clients. This creates excellent potential for future development, as the paraplanning function evolves alongside the firm. Key responsibilities include • Preparing clear and compliant reports for a variety of advice areas, including higher level planning • Handling more technical cases, particularly within inheritance tax mitigation and business relief • Working collaboratively with Advisors to ensure smooth client journeys • Contributing to a consistent and efficient workflow through a pooled support system Paraplanner Requirements • You need to have Minimum 3 years of paraplanning experience • You should have strong technical knowledge, particularly around IHT and BPR cases • You should have Ability to work independently and hit the ground running essential • Ideally you should have experience supporting multiple Advisers The Company This is a well established and expanding financial planning business that provides holistic advice across a broad client base. With steady organic growth complemented by recent acquisitions, the firm is entering an exciting phase and investing in strengthening its paraplanning capability. Paraplanner Benefits • Salary circa £40,000 to £50,000 • Hybrid working considered, with office bases available across multiple locations • Standard pension • 20 days holiday rising to 25 with length of service (plus bank holidays) Location Candidates should be within a reasonable commute of the firm's offices in Harrow, Guildford or Rickmansworth. Hybrid options may be available for experienced individuals. If this sounds like the right next step for you, we encourage you to apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Mar 23, 2026
Full time
Are you an experienced Paraplanner looking for a role where you can stretch your technical skills and work on more complex cases? This expanding firm is seeking a confident Paraplanner who enjoys getting into the detail of tax planning and supporting Advisors in delivering outstanding client outcomes. You will be joining a supportive team environment, using a shared ticketing system to provide paraplanning supporting 4 Advisors. The role offers the chance to work on a broad range of cases, with exposure to more intricate scenarios, including estate planning and business relief recommendations. The business is currently in an exciting period of growth, with recent expansion and a strong pipeline of new clients. This creates excellent potential for future development, as the paraplanning function evolves alongside the firm. Key responsibilities include • Preparing clear and compliant reports for a variety of advice areas, including higher level planning • Handling more technical cases, particularly within inheritance tax mitigation and business relief • Working collaboratively with Advisors to ensure smooth client journeys • Contributing to a consistent and efficient workflow through a pooled support system Paraplanner Requirements • You need to have Minimum 3 years of paraplanning experience • You should have strong technical knowledge, particularly around IHT and BPR cases • You should have Ability to work independently and hit the ground running essential • Ideally you should have experience supporting multiple Advisers The Company This is a well established and expanding financial planning business that provides holistic advice across a broad client base. With steady organic growth complemented by recent acquisitions, the firm is entering an exciting phase and investing in strengthening its paraplanning capability. Paraplanner Benefits • Salary circa £40,000 to £50,000 • Hybrid working considered, with office bases available across multiple locations • Standard pension • 20 days holiday rising to 25 with length of service (plus bank holidays) Location Candidates should be within a reasonable commute of the firm's offices in Harrow, Guildford or Rickmansworth. Hybrid options may be available for experienced individuals. If this sounds like the right next step for you, we encourage you to apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Are you an experienced Paraplanner looking for a role where you can stretch your technical skills and work on more complex cases? This expanding firm is seeking a confident Paraplanner who enjoys getting into the detail of tax planning and supporting Advisors in delivering outstanding client outcomes. You will be joining a supportive team environment, using a shared ticketing system to provide paraplanning supporting 4 Advisors. The role offers the chance to work on a broad range of cases, with exposure to more intricate scenarios, including estate planning and business relief recommendations. The business is currently in an exciting period of growth, with recent expansion and a strong pipeline of new clients. This creates excellent potential for future development, as the paraplanning function evolves alongside the firm. Key responsibilities include • Preparing clear and compliant reports for a variety of advice areas, including higher level planning • Handling more technical cases, particularly within inheritance tax mitigation and business relief • Working collaboratively with Advisors to ensure smooth client journeys • Contributing to a consistent and efficient workflow through a pooled support system Paraplanner Requirements • You need to have Minimum 3 years of paraplanning experience • You should have strong technical knowledge, particularly around IHT and BPR cases • You should have Ability to work independently and hit the ground running essential • Ideally you should have experience supporting multiple Advisers The Company This is a well established and expanding financial planning business that provides holistic advice across a broad client base. With steady organic growth complemented by recent acquisitions, the firm is entering an exciting phase and investing in strengthening its paraplanning capability. Paraplanner Benefits • Salary circa £40,000 to £50,000 • Hybrid working considered, with office bases available across multiple locations • Standard pension • 20 days holiday rising to 25 with length of service (plus bank holidays) Location Candidates should be within a reasonable commute of the firm's offices in Harrow, Guildford or Rickmansworth. Hybrid options may be available for experienced individuals. If this sounds like the right next step for you, we encourage you to apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Mar 23, 2026
Full time
Are you an experienced Paraplanner looking for a role where you can stretch your technical skills and work on more complex cases? This expanding firm is seeking a confident Paraplanner who enjoys getting into the detail of tax planning and supporting Advisors in delivering outstanding client outcomes. You will be joining a supportive team environment, using a shared ticketing system to provide paraplanning supporting 4 Advisors. The role offers the chance to work on a broad range of cases, with exposure to more intricate scenarios, including estate planning and business relief recommendations. The business is currently in an exciting period of growth, with recent expansion and a strong pipeline of new clients. This creates excellent potential for future development, as the paraplanning function evolves alongside the firm. Key responsibilities include • Preparing clear and compliant reports for a variety of advice areas, including higher level planning • Handling more technical cases, particularly within inheritance tax mitigation and business relief • Working collaboratively with Advisors to ensure smooth client journeys • Contributing to a consistent and efficient workflow through a pooled support system Paraplanner Requirements • You need to have Minimum 3 years of paraplanning experience • You should have strong technical knowledge, particularly around IHT and BPR cases • You should have Ability to work independently and hit the ground running essential • Ideally you should have experience supporting multiple Advisers The Company This is a well established and expanding financial planning business that provides holistic advice across a broad client base. With steady organic growth complemented by recent acquisitions, the firm is entering an exciting phase and investing in strengthening its paraplanning capability. Paraplanner Benefits • Salary circa £40,000 to £50,000 • Hybrid working considered, with office bases available across multiple locations • Standard pension • 20 days holiday rising to 25 with length of service (plus bank holidays) Location Candidates should be within a reasonable commute of the firm's offices in Harrow, Guildford or Rickmansworth. Hybrid options may be available for experienced individuals. If this sounds like the right next step for you, we encourage you to apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Are you an experienced Paraplanner looking for a role where you can stretch your technical skills and work on more complex cases? This expanding firm is seeking a confident Paraplanner who enjoys getting into the detail of tax planning and supporting Advisors in delivering outstanding client outcomes. You will be joining a supportive team environment, using a shared ticketing system to provide paraplanning supporting 4 Advisors. The role offers the chance to work on a broad range of cases, with exposure to more intricate scenarios, including estate planning and business relief recommendations. The business is currently in an exciting period of growth, with recent expansion and a strong pipeline of new clients. This creates excellent potential for future development, as the paraplanning function evolves alongside the firm. Key responsibilities include • Preparing clear and compliant reports for a variety of advice areas, including higher level planning • Handling more technical cases, particularly within inheritance tax mitigation and business relief • Working collaboratively with Advisors to ensure smooth client journeys • Contributing to a consistent and efficient workflow through a pooled support system Paraplanner Requirements • You need to have Minimum 3 years of paraplanning experience • You should have strong technical knowledge, particularly around IHT and BPR cases • You should have Ability to work independently and hit the ground running essential • Ideally you should have experience supporting multiple Advisers The Company This is a well established and expanding financial planning business that provides holistic advice across a broad client base. With steady organic growth complemented by recent acquisitions, the firm is entering an exciting phase and investing in strengthening its paraplanning capability. Paraplanner Benefits • Salary circa £40,000 to £50,000 • Hybrid working considered, with office bases available across multiple locations • Standard pension • 20 days holiday rising to 25 with length of service (plus bank holidays) Location Candidates should be within a reasonable commute of the firm's offices in Harrow, Guildford or Rickmansworth. Hybrid options may be available for experienced individuals. If this sounds like the right next step for you, we encourage you to apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Mar 23, 2026
Full time
Are you an experienced Paraplanner looking for a role where you can stretch your technical skills and work on more complex cases? This expanding firm is seeking a confident Paraplanner who enjoys getting into the detail of tax planning and supporting Advisors in delivering outstanding client outcomes. You will be joining a supportive team environment, using a shared ticketing system to provide paraplanning supporting 4 Advisors. The role offers the chance to work on a broad range of cases, with exposure to more intricate scenarios, including estate planning and business relief recommendations. The business is currently in an exciting period of growth, with recent expansion and a strong pipeline of new clients. This creates excellent potential for future development, as the paraplanning function evolves alongside the firm. Key responsibilities include • Preparing clear and compliant reports for a variety of advice areas, including higher level planning • Handling more technical cases, particularly within inheritance tax mitigation and business relief • Working collaboratively with Advisors to ensure smooth client journeys • Contributing to a consistent and efficient workflow through a pooled support system Paraplanner Requirements • You need to have Minimum 3 years of paraplanning experience • You should have strong technical knowledge, particularly around IHT and BPR cases • You should have Ability to work independently and hit the ground running essential • Ideally you should have experience supporting multiple Advisers The Company This is a well established and expanding financial planning business that provides holistic advice across a broad client base. With steady organic growth complemented by recent acquisitions, the firm is entering an exciting phase and investing in strengthening its paraplanning capability. Paraplanner Benefits • Salary circa £40,000 to £50,000 • Hybrid working considered, with office bases available across multiple locations • Standard pension • 20 days holiday rising to 25 with length of service (plus bank holidays) Location Candidates should be within a reasonable commute of the firm's offices in Harrow, Guildford or Rickmansworth. Hybrid options may be available for experienced individuals. If this sounds like the right next step for you, we encourage you to apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Premier Jobs UK Limited
Bromsgrove, Worcestershire
Are you an experienced Senior Paraplanner or Financial Adviser looking for a fresh challenge? This Senior Advice Technician job offers a varied and rewarding role where your technical expertise and communication skills will make a real impact. About the Role This position focuses on reviewing high-risk advice cases before they are presented to clients. You'll carefully assess each case, ensuring all details are accurate and compliant, and either approve the file or liaise with the Financial Adviser to gather additional information. Regular interaction with advisers is a key part of the role, so you'll need to be confident in your approach and able to communicate clearly and professionally. The work is systematic and detail-oriented, offering variety and the satisfaction of seeing each case through to completion. This role could be ideal for: A Senior Paraplanner seeking a new challenge. A Financial Adviser looking to move into a technical and quality-focused position. You'll join a well-established team where most members have been with the business for many years, reflecting a supportive and stable environment Senior Advice Technician Requirements Essential: You must hold minimum Level 4 Diploma in Financial Planning Chartered Financial Planner status or working towards completion. Strong technical knowledge of financial planning and FCA regulations. Experience reviewing complex advice cases and providing feedback. Desirable: Individuals with advanced qualifications and working towards (or holding) Chartered status would be preferred Previous experience as a Senior Paraplanner or Financial Adviser Familiarity with cashflow modelling tools and research systems. The Company Our client is a respected financial services organisation with a strong reputation for delivering high-quality advice and excellent client outcomes. They value technical expertise and offer a collaborative environment where professional development is encouraged. Senior Advice Technician Benefits Competitive salary and benefits package. Plus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full year's service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts Support for further professional qualifications and career progression. Flexible working arrangements Hybrid working from Bromsgrove Join a long-standing, experienced team with a strong culture of knowledge sharing. Location Bromsgrove Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Mar 23, 2026
Full time
Are you an experienced Senior Paraplanner or Financial Adviser looking for a fresh challenge? This Senior Advice Technician job offers a varied and rewarding role where your technical expertise and communication skills will make a real impact. About the Role This position focuses on reviewing high-risk advice cases before they are presented to clients. You'll carefully assess each case, ensuring all details are accurate and compliant, and either approve the file or liaise with the Financial Adviser to gather additional information. Regular interaction with advisers is a key part of the role, so you'll need to be confident in your approach and able to communicate clearly and professionally. The work is systematic and detail-oriented, offering variety and the satisfaction of seeing each case through to completion. This role could be ideal for: A Senior Paraplanner seeking a new challenge. A Financial Adviser looking to move into a technical and quality-focused position. You'll join a well-established team where most members have been with the business for many years, reflecting a supportive and stable environment Senior Advice Technician Requirements Essential: You must hold minimum Level 4 Diploma in Financial Planning Chartered Financial Planner status or working towards completion. Strong technical knowledge of financial planning and FCA regulations. Experience reviewing complex advice cases and providing feedback. Desirable: Individuals with advanced qualifications and working towards (or holding) Chartered status would be preferred Previous experience as a Senior Paraplanner or Financial Adviser Familiarity with cashflow modelling tools and research systems. The Company Our client is a respected financial services organisation with a strong reputation for delivering high-quality advice and excellent client outcomes. They value technical expertise and offer a collaborative environment where professional development is encouraged. Senior Advice Technician Benefits Competitive salary and benefits package. Plus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full year's service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts Support for further professional qualifications and career progression. Flexible working arrangements Hybrid working from Bromsgrove Join a long-standing, experienced team with a strong culture of knowledge sharing. Location Bromsgrove Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Client Services Manager - Exeter - Up to £30,000 We are working with a highly reputable, people-focused financial planning firm based in central Exeter who are seeking a confident and client-centred Client Services Manager to join their close-knit team. This is an excellent opportunity for someone who thrives in a relationship-led environment, enjoys being at the heart of client interaction, and wants to build a long-term career within financial planning. You'll work side-by-side with advisers, paraplanners and the wider client services team, becoming an integral part of live client meetings and the advice process. Benefits • Salary up to £30,000 • 11% pension contribution • Company performance bonus • 4x death in service • Exam support and funding for those who want to progress • Excellent long-term development and exposure to every part of the advice process Key Responsibilities • Managing client onboarding, LOAs and new business processing • Handling investment trades, withdrawals and fund instructions • Preparing documentation, booking meetings and managing adviser diaries • Maintaining accurate client and provider records • Working closely with paraplanners and planners to support all client activity • Meeting and greeting clients, attending meetings and taking notes • General office administration including telephone management and filing Requirements • Experience within Financial Services, ideally Financial Planning • Strong administration, organisation and communication skills • Comfortable engaging with clients face-to-face • Confident with IT systems and able to pick up processes quickly • Positive attitude, strong attention to detail, and proactive approach • Willingness to attend client meetings and be a key part of the advice journey What's Next? If you're looking for a role where you can make a genuine impact, work closely with clients, and grow within a supportive, friendly team, we'd love to hear from you. One of our consultants will be in touch to discuss your experience, your goals and whether this opportunity, or others we represent, could be a strong match. Know someone who could be ideal? Refer them to us and earn £250 when we help them secure a new role.
Mar 23, 2026
Full time
Client Services Manager - Exeter - Up to £30,000 We are working with a highly reputable, people-focused financial planning firm based in central Exeter who are seeking a confident and client-centred Client Services Manager to join their close-knit team. This is an excellent opportunity for someone who thrives in a relationship-led environment, enjoys being at the heart of client interaction, and wants to build a long-term career within financial planning. You'll work side-by-side with advisers, paraplanners and the wider client services team, becoming an integral part of live client meetings and the advice process. Benefits • Salary up to £30,000 • 11% pension contribution • Company performance bonus • 4x death in service • Exam support and funding for those who want to progress • Excellent long-term development and exposure to every part of the advice process Key Responsibilities • Managing client onboarding, LOAs and new business processing • Handling investment trades, withdrawals and fund instructions • Preparing documentation, booking meetings and managing adviser diaries • Maintaining accurate client and provider records • Working closely with paraplanners and planners to support all client activity • Meeting and greeting clients, attending meetings and taking notes • General office administration including telephone management and filing Requirements • Experience within Financial Services, ideally Financial Planning • Strong administration, organisation and communication skills • Comfortable engaging with clients face-to-face • Confident with IT systems and able to pick up processes quickly • Positive attitude, strong attention to detail, and proactive approach • Willingness to attend client meetings and be a key part of the advice journey What's Next? If you're looking for a role where you can make a genuine impact, work closely with clients, and grow within a supportive, friendly team, we'd love to hear from you. One of our consultants will be in touch to discuss your experience, your goals and whether this opportunity, or others we represent, could be a strong match. Know someone who could be ideal? Refer them to us and earn £250 when we help them secure a new role.
Role: Paraplanner Location: Birmingham (Hybrid Working) Salary: £36,000 - £50,000 An established and growing Chartered financial planning firm in Central Birmingham is seeking a paraplanner to join its technical team. This is an excellent opportunity to work within a genuinely client-focused business that values long-term relationships, high-quality advice, and the highest professional standards. The firm advises a broad range of HNW clients and continues to grow year on year. It also has an excellent reputation for developing its people and supporting long-term progression. The Role You will work closely with an experienced team of financial planners, supporting the delivery of holistic financial planning tailored to each client's needs and long-term objectives. This role is ideal for someone who is ambitious about their professional development. The business is keen to support the successful candidate towards achieving Chartered Financial Planner status over the coming years, so a strong interest in advancing technical knowledge and progressing into advice is essential. You will be supported by a well-established administrative team who handle the majority of client queries. This allows the paraplanning role to focus on the technical elements of financial planning, including direct involvement in client meetings. Key Responsibilities Prepare suitability reports, cashflow models, and technical research to support Financial Planners. Conduct detailed research on pensions, investments, and protection solutions. Ensure all documentation meets FCA regulatory requirements and internal compliance standards. Liaise with clients and take an active part in client meetings. Liaise closely with advisers to ensure accurate and timely client recommendations. Support continuous improvement of paraplanning processes and workflows. Assist with more complex cases as experience develops Requirements: Experience as a Paraplanner within an IFA or financial planning firm. Level 4 Diploma in Financial Planning, or progress towards this, with a desire to continue studying. Previous experience with pensions, investments, and protection products. High level of accuracy and attention to detail. Strong written and verbal communication skills. What's on Offer Opportunity to join a stable, growing and well-regarded financial planning firm Fantastic opportunity to progress towards becoming a Chartered Financial Planner in the future. Exam Support Death in Service Private Medical Insurance Company Pension Scheme Hybrid Working Arrangements (2 days in the office, 3 at home) Excellent holiday allowance
Mar 23, 2026
Full time
Role: Paraplanner Location: Birmingham (Hybrid Working) Salary: £36,000 - £50,000 An established and growing Chartered financial planning firm in Central Birmingham is seeking a paraplanner to join its technical team. This is an excellent opportunity to work within a genuinely client-focused business that values long-term relationships, high-quality advice, and the highest professional standards. The firm advises a broad range of HNW clients and continues to grow year on year. It also has an excellent reputation for developing its people and supporting long-term progression. The Role You will work closely with an experienced team of financial planners, supporting the delivery of holistic financial planning tailored to each client's needs and long-term objectives. This role is ideal for someone who is ambitious about their professional development. The business is keen to support the successful candidate towards achieving Chartered Financial Planner status over the coming years, so a strong interest in advancing technical knowledge and progressing into advice is essential. You will be supported by a well-established administrative team who handle the majority of client queries. This allows the paraplanning role to focus on the technical elements of financial planning, including direct involvement in client meetings. Key Responsibilities Prepare suitability reports, cashflow models, and technical research to support Financial Planners. Conduct detailed research on pensions, investments, and protection solutions. Ensure all documentation meets FCA regulatory requirements and internal compliance standards. Liaise with clients and take an active part in client meetings. Liaise closely with advisers to ensure accurate and timely client recommendations. Support continuous improvement of paraplanning processes and workflows. Assist with more complex cases as experience develops Requirements: Experience as a Paraplanner within an IFA or financial planning firm. Level 4 Diploma in Financial Planning, or progress towards this, with a desire to continue studying. Previous experience with pensions, investments, and protection products. High level of accuracy and attention to detail. Strong written and verbal communication skills. What's on Offer Opportunity to join a stable, growing and well-regarded financial planning firm Fantastic opportunity to progress towards becoming a Chartered Financial Planner in the future. Exam Support Death in Service Private Medical Insurance Company Pension Scheme Hybrid Working Arrangements (2 days in the office, 3 at home) Excellent holiday allowance
Trainee Paraplanner Edinburgh Hybrid Working Competitive Salary/Benefits + Bonus Are you ready to take the next big step in your paraplanning career? Join a high-performing, client-focused wealth management team where your development, technical growth, and long-term success truly matter. We're looking for a Trainee Paraplanner to join our clients Edinburgh based team. This is a fantastic opportunity for someone with strong analytical thinking, great communication skills, and a passion for financial planning to develop into a skilled paraplanner. What You'll Be Doing As a Trainee Paraplanner, you'll play a key role in supporting their Financial Advisors and delivering an exceptional client experience. Day to day, you will: Provide trusted, proactive support to a team of Financial Advisors Help manage and process both new and existing client business Assist in coordinating administration support and ensuring service standards stay high Apply Conduct Risk principles in all tasks Build knowledge of core Financial Planning solutions through real client scenarios Analyse client needs, highlight planning opportunities, and construct financial solutions Produce accurate, robust financial plans and supporting analysis (with guidance) Support client interactions and develop a strong understanding of advice processes Contribute to a collaborative, dynamic and quality-driven team environment What You'll Bring Must-have: Clear written and verbal communication Strong organisational skills with the ability to meet deadlines A self-starter mindset with the ability to work independently Nice-to-have: Currently studying toward, or planning to study toward, the CII Level 4 Diploma (or equivalent) What's In It for You? You'll be joining a team that values development, collaboration, and technical excellence. Expect: Leaders committed to your professional growth through coaching and development Opportunities to learn from experienced Wealth Managers and Paraplanners Exposure to complex planning work and high-quality clients A dynamic, supportive, and progressive working environment On Offer: Highly competitive salary DOE + discretionary bonus Hybrid working model Pension contribution up to 12% Group Life Insurance & Income Protection Flexible benefits (including PMI & Critical Illness cover) Share incentive scheme Long-term career progression and meaningful impact Ready to Grow Your Career? If you're ambitious, curious, and passionate about developing as a Paraplanner, we'd love to hear from you. Apply now or get in touch for a confidential chat. Contact Pauline Low at Reed on
Mar 23, 2026
Full time
Trainee Paraplanner Edinburgh Hybrid Working Competitive Salary/Benefits + Bonus Are you ready to take the next big step in your paraplanning career? Join a high-performing, client-focused wealth management team where your development, technical growth, and long-term success truly matter. We're looking for a Trainee Paraplanner to join our clients Edinburgh based team. This is a fantastic opportunity for someone with strong analytical thinking, great communication skills, and a passion for financial planning to develop into a skilled paraplanner. What You'll Be Doing As a Trainee Paraplanner, you'll play a key role in supporting their Financial Advisors and delivering an exceptional client experience. Day to day, you will: Provide trusted, proactive support to a team of Financial Advisors Help manage and process both new and existing client business Assist in coordinating administration support and ensuring service standards stay high Apply Conduct Risk principles in all tasks Build knowledge of core Financial Planning solutions through real client scenarios Analyse client needs, highlight planning opportunities, and construct financial solutions Produce accurate, robust financial plans and supporting analysis (with guidance) Support client interactions and develop a strong understanding of advice processes Contribute to a collaborative, dynamic and quality-driven team environment What You'll Bring Must-have: Clear written and verbal communication Strong organisational skills with the ability to meet deadlines A self-starter mindset with the ability to work independently Nice-to-have: Currently studying toward, or planning to study toward, the CII Level 4 Diploma (or equivalent) What's In It for You? You'll be joining a team that values development, collaboration, and technical excellence. Expect: Leaders committed to your professional growth through coaching and development Opportunities to learn from experienced Wealth Managers and Paraplanners Exposure to complex planning work and high-quality clients A dynamic, supportive, and progressive working environment On Offer: Highly competitive salary DOE + discretionary bonus Hybrid working model Pension contribution up to 12% Group Life Insurance & Income Protection Flexible benefits (including PMI & Critical Illness cover) Share incentive scheme Long-term career progression and meaningful impact Ready to Grow Your Career? If you're ambitious, curious, and passionate about developing as a Paraplanner, we'd love to hear from you. Apply now or get in touch for a confidential chat. Contact Pauline Low at Reed on
Trainee Financial Adviser Location - Easingwold, York Salary up to £45,000 DOE We are working with a national financial planning firm based in Easingwold, York who are looking for a Trainee Financial Adviser to join the team. The role will involve shadowing a Senior Financial Adviser initially working in a paraplanning capacity whilst attending client meetings and progressing to taking over and managing a bank of 100-150 clients over a period of 1-3 years. As a Trainee Financial Adviser you will work with the advice team to help provide a holistic Financial Planning service for client covering investments, pensions, estate and IHT planning and protection advice. There will be a structured training and development plan tailored to your experience level and needs. This is a fantastic opportunity for someone who is already working within Financial Planning and has started or completed the Level 4 diploma and is looking to make the next step into a client-facing advisory position. What's on Offer? Salary up to £45,000 DOE Hybrid flexible working policy Structured training and development pathway 25 days annual leave + bank holiday Exam completion bonus What's Next? If you are interested in the Trainee Financial Advisor opportunity, then apply today, and if suitable, one of our consultants will be in touch within 24 hours! Trainee Financial Adviser, IFA, Financial Planner, Wealth Manager, Financial Services, Paraplanner
Mar 23, 2026
Full time
Trainee Financial Adviser Location - Easingwold, York Salary up to £45,000 DOE We are working with a national financial planning firm based in Easingwold, York who are looking for a Trainee Financial Adviser to join the team. The role will involve shadowing a Senior Financial Adviser initially working in a paraplanning capacity whilst attending client meetings and progressing to taking over and managing a bank of 100-150 clients over a period of 1-3 years. As a Trainee Financial Adviser you will work with the advice team to help provide a holistic Financial Planning service for client covering investments, pensions, estate and IHT planning and protection advice. There will be a structured training and development plan tailored to your experience level and needs. This is a fantastic opportunity for someone who is already working within Financial Planning and has started or completed the Level 4 diploma and is looking to make the next step into a client-facing advisory position. What's on Offer? Salary up to £45,000 DOE Hybrid flexible working policy Structured training and development pathway 25 days annual leave + bank holiday Exam completion bonus What's Next? If you are interested in the Trainee Financial Advisor opportunity, then apply today, and if suitable, one of our consultants will be in touch within 24 hours! Trainee Financial Adviser, IFA, Financial Planner, Wealth Manager, Financial Services, Paraplanner
Business Quality Officer Location: Farnborough Salary £45,000-£50,000 Hybrid options available Role Purpose Responsible for reviewing client cases to ensure the suitability and quality of financial advice. The role supports risk mitigation, regulatory compliance, and positive customer outcomes through effective file checking and feedback. Key Responsibilities Review pre-sale client files to assess suitability of advice Ensure compliance with internal standards and regulatory requirements Identify risks, errors, or potential breaches Provide clear, constructive feedback to advisers and paraplanners Ensure remedial actions are completed within deadlines Monitor trends and escalate risks where necessary Maintain accurate records and meet productivity targets Work closely with internal teams including Compliance, Paraplanning, Training & Competence, and Technical teams Communicate effectively with advisers and stakeholders Skills & Competencies Strong attention to detail Excellent written and verbal communication Analytical and investigative mindset Ability to manage workload and meet targets Tactful and professional when delivering feedback Experience & Qualifications Experience in financial services (pensions and investments preferred) Background in compliance, advisory, or quality assurance roles Level 4 Diploma (or working towards) Pension knowledge desirable (especially transfers) Benefits Life assurance, income protection, critical illness cover Private medical insurance Pension scheme 25 days holiday + bank holidays
Mar 23, 2026
Full time
Business Quality Officer Location: Farnborough Salary £45,000-£50,000 Hybrid options available Role Purpose Responsible for reviewing client cases to ensure the suitability and quality of financial advice. The role supports risk mitigation, regulatory compliance, and positive customer outcomes through effective file checking and feedback. Key Responsibilities Review pre-sale client files to assess suitability of advice Ensure compliance with internal standards and regulatory requirements Identify risks, errors, or potential breaches Provide clear, constructive feedback to advisers and paraplanners Ensure remedial actions are completed within deadlines Monitor trends and escalate risks where necessary Maintain accurate records and meet productivity targets Work closely with internal teams including Compliance, Paraplanning, Training & Competence, and Technical teams Communicate effectively with advisers and stakeholders Skills & Competencies Strong attention to detail Excellent written and verbal communication Analytical and investigative mindset Ability to manage workload and meet targets Tactful and professional when delivering feedback Experience & Qualifications Experience in financial services (pensions and investments preferred) Background in compliance, advisory, or quality assurance roles Level 4 Diploma (or working towards) Pension knowledge desirable (especially transfers) Benefits Life assurance, income protection, critical illness cover Private medical insurance Pension scheme 25 days holiday + bank holidays
