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 click apply for full job details
Jan 07, 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 click apply for full job details
The Opportunity: The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and expected to conduct fact finding discussions, write suitability reports, and deliver the advice to clients. The Day-to-Day: Conduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review clients' existing pension and investment bond arrangements to determine whether a transfer/surrender is suitable Communicate advice to clients directly Prepare written proposals and recommendations for transfers and present this advice to them to confirm understanding Work with other departments to provide best client outcomes through developing new resources and providing training Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Very strong understanding of Financial Planning principles and client suitability Experience working with accuracy and ability to organise/time-manage Quantitative in nature Ability to work under pressure and in a dynamic team environment It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Jan 07, 2026
Full time
The Opportunity: The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and expected to conduct fact finding discussions, write suitability reports, and deliver the advice to clients. The Day-to-Day: Conduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review clients' existing pension and investment bond arrangements to determine whether a transfer/surrender is suitable Communicate advice to clients directly Prepare written proposals and recommendations for transfers and present this advice to them to confirm understanding Work with other departments to provide best client outcomes through developing new resources and providing training Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Very strong understanding of Financial Planning principles and client suitability Experience working with accuracy and ability to organise/time-manage Quantitative in nature Ability to work under pressure and in a dynamic team environment It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Regional Paraplanner Manager page is loaded Regional Paraplanner Managerlocations: United Kingdom - Bathtime type: Full timeposted on: Posted 6 Days Agojob requisition id: R11317Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you're looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.Focused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers.You will work closely with the Operations Director, other Regional Paraplanner Managers and Senior Paraplanners, and in conjunction with key stakeholders across the business, to deliver an efficient and robust paraplanning service which meets the objectives of the Advisers, the needs of the business and adheres to Business Quality Standards at all times. WHAT YOU WILL NEED Qualifications Diploma in Regulated Financial Planning or Level 4 equivalent. Chartered status, preferableExperience An effective people manager with the ability to develop, motivate and empower others. Ideally will have proven experience of managing a large team of highly productive paraplanners Ideally will have previous experience of managing across a number of sites. In depth paraplanning experience within an IFA with a good knowledge of pension transfers; investments; SIPPS; post retirement and inheritance tax planning. Good IT skills and competent use of various research tools, ideally Financial Express The ability to balance the commercial needs of the business alongside regulatory requirements. First class communication skills and the ability to develop effective working relationships at all levels Provision of technical support to Report Writers/Paraplanners To possess an in-depth awareness and technical knowledge of Financial Services products and services. A proven ability to work under pressure and effectively prioritise. To demonstrate an excellent understanding of the compliance framework and regulatory requirements including: FCA principles; Data Protection; Anti-Bribery and Corruption legalisation WHAT YOUR ROLE WILL INVOLVE To train, manage, develop and motivate a team of Paraplanners and Report Writers to ensure the team is delivering an excellent service to the Advisers in order to assist them in achieving their fee income targets, meeting their client servicing commitments and complying with business quality standards. To effectively manage the workflow between the Advisers and the Paraplanners/Report Writers, to ensure that the resource is allocated directly in line with the business requirements. Conduct regular one to one meetings and annual appraisals and regularly review the training and development requirements of the Paraplanners and Report Writers through clear objectives and individual development plans. To provide a first class paraplanner service to Private Client Advisers, when required. To develop company standards and promote consistency within the paraplanner role across the regional offices. To contribute to the production of compliant business by overseeing and ensuring the efficient preparation of high-quality written advice and the delivery of technical research services to the advisers, in line with the Company's Business Quality Standards. To make a significant contribution to the continuing development of the paraplanner role across the business by evaluating and recommending improvements to the paraplanning process and operating procedures, and implementing changes, as necessary. To drive productivity and quality in line with KPIs and business objectives, whilst maintaining effective employee engagement, cultivating a professional, motivated and high performing team. To identify areas for improvement in the client service experience and to help increase adviser productivity through effective and efficient paraplanner support, ultimately allowing Advisers to spend more time with their clients. To comply with the relevant compliance, regulatory, TCF and Financial Crime Procedures at all times.By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits: 25 days annual leave (increases to 30 days with service) plus Bank Holidays Contributory pension scheme Life assurance - 4 x annual salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Paid volunteering days each year Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and companywide events in support of our company charitiesWithin the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them!With its two business lines, offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions) . Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.With offices across the UK and more than 200 professional advisers, is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.Follow us on
Jan 06, 2026
Full time
Regional Paraplanner Manager page is loaded Regional Paraplanner Managerlocations: United Kingdom - Bathtime type: Full timeposted on: Posted 6 Days Agojob requisition id: R11317Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you're looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.Focused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers.You will work closely with the Operations Director, other Regional Paraplanner Managers and Senior Paraplanners, and in conjunction with key stakeholders across the business, to deliver an efficient and robust paraplanning service which meets the objectives of the Advisers, the needs of the business and adheres to Business Quality Standards at all times. WHAT YOU WILL NEED Qualifications Diploma in Regulated Financial Planning or Level 4 equivalent. Chartered status, preferableExperience An effective people manager with the ability to develop, motivate and empower others. Ideally will have proven experience of managing a large team of highly productive paraplanners Ideally will have previous experience of managing across a number of sites. In depth paraplanning experience within an IFA with a good knowledge of pension transfers; investments; SIPPS; post retirement and inheritance tax planning. Good IT skills and competent use of various research tools, ideally Financial Express The ability to balance the commercial needs of the business alongside regulatory requirements. First class communication skills and the ability to develop effective working relationships at all levels Provision of technical support to Report Writers/Paraplanners To possess an in-depth awareness and technical knowledge of Financial Services products and services. A proven ability to work under pressure and effectively prioritise. To demonstrate an excellent understanding of the compliance framework and regulatory requirements including: FCA principles; Data Protection; Anti-Bribery and Corruption legalisation WHAT YOUR ROLE WILL INVOLVE To train, manage, develop and motivate a team of Paraplanners and Report Writers to ensure the team is delivering an excellent service to the Advisers in order to assist them in achieving their fee income targets, meeting their client servicing commitments and complying with business quality standards. To effectively manage the workflow between the Advisers and the Paraplanners/Report Writers, to ensure that the resource is allocated directly in line with the business requirements. Conduct regular one to one meetings and annual appraisals and regularly review the training and development requirements of the Paraplanners and Report Writers through clear objectives and individual development plans. To provide a first class paraplanner service to Private Client Advisers, when required. To develop company standards and promote consistency within the paraplanner role across the regional offices. To contribute to the production of compliant business by overseeing and ensuring the efficient preparation of high-quality written advice and the delivery of technical research services to the advisers, in line with the Company's Business Quality Standards. To make a significant contribution to the continuing development of the paraplanner role across the business by evaluating and recommending improvements to the paraplanning process and operating procedures, and implementing changes, as necessary. To drive productivity and quality in line with KPIs and business objectives, whilst maintaining effective employee engagement, cultivating a professional, motivated and high performing team. To identify areas for improvement in the client service experience and to help increase adviser productivity through effective and efficient paraplanner support, ultimately allowing Advisers to spend more time with their clients. To comply with the relevant compliance, regulatory, TCF and Financial Crime Procedures at all times.By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits: 25 days annual leave (increases to 30 days with service) plus Bank Holidays Contributory pension scheme Life assurance - 4 x annual salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Paid volunteering days each year Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and companywide events in support of our company charitiesWithin the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them!With its two business lines, offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions) . Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.With offices across the UK and more than 200 professional advisers, is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.Follow us on
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with bo
Jan 06, 2026
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with bo
Premier Jobs UK Limited
Leamington Spa, Warwickshire
This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you
Jan 06, 2026
Full time
This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you
Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: Suitability Reports: Prepare detailed, accurate, and compliant suitability reports and recommendatio click apply for full job details
Jan 06, 2026
Full time
Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: Suitability Reports: Prepare detailed, accurate, and compliant suitability reports and recommendatio click apply for full job details
Are you an Operations Manager experienced within financial planning industry an looking to join a growing business in the heart of London? Our client is looking to add an Operations Manager to their dedicated team who will take charge of the back-office team of 6 including Paraplanners and Administrators and lead from the front. You will oversee the day to day operations of the firm to ensure the smooth and efficient running of the business. Your responsibilities will include: Day to day management of the Paraplanning and Administration teams Providing operational and administrative support to the director Overseeing and coordinating recruitment Managing workflows to ensure smooth day to day operations Being an integral part of any change projects to ensure effective implementation Acting as the "go to person for any issues in the business Being involved in business strategy meetings This role could suit an experienced Operations Manager or Office Manager; alternatively, a Paraplanner / IFA Administrator who is looking to take the next step in their career towards management. Operations Manager Requirements You should have experience of managing / overseeing a team of 6+ team members You must have experience within financial planning industry, either as a Manager, Paraplanner or IFA Administrator You should have a collaborative approach to working and enjoy managing a team You should have excellent interpersonal skills, approachability, professionalism and good IT skills Operations Manager Benefits Salary of £50,000 Annual discretionary bonus Support with professional development Auto enrolment pension Hybrid working with use of their excellent Central London office Company This financial planning and mortgage advisory firm based in London has a team of highly knowledgeable Financial Services Professionals. They focus on providing excellent client service, which is reflected in their client reviews Locations Central London 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.
Jan 06, 2026
Full time
Are you an Operations Manager experienced within financial planning industry an looking to join a growing business in the heart of London? Our client is looking to add an Operations Manager to their dedicated team who will take charge of the back-office team of 6 including Paraplanners and Administrators and lead from the front. You will oversee the day to day operations of the firm to ensure the smooth and efficient running of the business. Your responsibilities will include: Day to day management of the Paraplanning and Administration teams Providing operational and administrative support to the director Overseeing and coordinating recruitment Managing workflows to ensure smooth day to day operations Being an integral part of any change projects to ensure effective implementation Acting as the "go to person for any issues in the business Being involved in business strategy meetings This role could suit an experienced Operations Manager or Office Manager; alternatively, a Paraplanner / IFA Administrator who is looking to take the next step in their career towards management. Operations Manager Requirements You should have experience of managing / overseeing a team of 6+ team members You must have experience within financial planning industry, either as a Manager, Paraplanner or IFA Administrator You should have a collaborative approach to working and enjoy managing a team You should have excellent interpersonal skills, approachability, professionalism and good IT skills Operations Manager Benefits Salary of £50,000 Annual discretionary bonus Support with professional development Auto enrolment pension Hybrid working with use of their excellent Central London office Company This financial planning and mortgage advisory firm based in London has a team of highly knowledgeable Financial Services Professionals. They focus on providing excellent client service, which is reflected in their client reviews Locations Central London 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 Paraplanner job in Maidstone and Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise click apply for full job details
Jan 06, 2026
Full time
This Paraplanner job in Maidstone and Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise click apply for full job details
A UK-based wealth management firm is seeking a Senior Operations Specialist. This role involves managing day-to-day operations and ensuring exceptional customer experiences. Ideal candidates will have experience in operational roles or as a Paraplanner. Responsibilities include driving team performance, onboarding clients, and ensuring compliance with regulations. Competitive salary of £60k - £70k and potential for career growth.
Jan 05, 2026
Full time
A UK-based wealth management firm is seeking a Senior Operations Specialist. This role involves managing day-to-day operations and ensuring exceptional customer experiences. Ideal candidates will have experience in operational roles or as a Paraplanner. Responsibilities include driving team performance, onboarding clients, and ensuring compliance with regulations. Competitive salary of £60k - £70k and potential for career growth.
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details
Jan 05, 2026
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details
Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: Suitability Reports: Prepare detailed, accurate, and compliant suitability reports and recommendatio click apply for full job details
Jan 05, 2026
Full time
Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: Suitability Reports: Prepare detailed, accurate, and compliant suitability reports and recommendatio click apply for full job details
This Senior Paraplanner job in Bromsgrove provides hybrid working and opportunity to join an established technical research team. As a Senior Paraplanner, you will be focused on delivering comprehensive financial research across a wide range of advice types, including plenty of complex cases. In addition, you will be undertaking tax and other complex calculations on behalf of the Financial Adviso click apply for full job details
Jan 05, 2026
Full time
This Senior Paraplanner job in Bromsgrove provides hybrid working and opportunity to join an established technical research team. As a Senior Paraplanner, you will be focused on delivering comprehensive financial research across a wide range of advice types, including plenty of complex cases. In addition, you will be undertaking tax and other complex calculations on behalf of the Financial Adviso click apply for full job details
Senior Operations Specialist Salary £60k - £70k London Are you a Paraplanner seeking a route in Operations and Management? Are you able to anticipate business and client needs? Can you untangle complex operational problems and create with practical solutions? The Client Our client is on a mission to transform the way wealth management and financial advice are provided to clients across the UK. They are using technology to improve how we all interact with our finances and, behind the scenes, dramatically lower our costs. This means that they can reduce their fees and open up advice to a broader audience and help clients make smarter financial decisions. The Role Our client has a unique and exciting opportunity to join the team as a Senior Operations Specialist. You are ideally a Paraplanner looking for an operational role where you can apply your technical knowledge. As a Senior Operations Specialist, you'll play a key role in owning day to day operations and delivering all the operational aspects that create our exceptional customer experience. As the business grows, you'll have the opportunity to shape your role based on your strengths and interests, whether that means leading teams, driving projects, or owning processes. We'll provide training and support to help you grow and make a meaningful impact, making this an excellent step forward in your operations career. It's an unusually broad role that will suit someone who loves learning. It's a fantastic opportunity to join a business at the start and play a key role in shaping our future. Responsibilities Owning operational processes; ensuring excellent delivery and constantly looking to innovate and improve 'Seeing around corners' - anticipating customer & business needs or risks Untangle complex operational problems and come up with practical solutions Driving the team to consistently achieve its daily, weekly & monthly targets Onboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing our recommendations) Act as a trusted point of contact for questions relating to operational processes Future potential for team leadership Ensuring we are compliant with key regulatory requirements Acting as a culture ambassador and role model within the company by engaging with colleagues and coming up with new ideas for collaboration
Jan 05, 2026
Full time
Senior Operations Specialist Salary £60k - £70k London Are you a Paraplanner seeking a route in Operations and Management? Are you able to anticipate business and client needs? Can you untangle complex operational problems and create with practical solutions? The Client Our client is on a mission to transform the way wealth management and financial advice are provided to clients across the UK. They are using technology to improve how we all interact with our finances and, behind the scenes, dramatically lower our costs. This means that they can reduce their fees and open up advice to a broader audience and help clients make smarter financial decisions. The Role Our client has a unique and exciting opportunity to join the team as a Senior Operations Specialist. You are ideally a Paraplanner looking for an operational role where you can apply your technical knowledge. As a Senior Operations Specialist, you'll play a key role in owning day to day operations and delivering all the operational aspects that create our exceptional customer experience. As the business grows, you'll have the opportunity to shape your role based on your strengths and interests, whether that means leading teams, driving projects, or owning processes. We'll provide training and support to help you grow and make a meaningful impact, making this an excellent step forward in your operations career. It's an unusually broad role that will suit someone who loves learning. It's a fantastic opportunity to join a business at the start and play a key role in shaping our future. Responsibilities Owning operational processes; ensuring excellent delivery and constantly looking to innovate and improve 'Seeing around corners' - anticipating customer & business needs or risks Untangle complex operational problems and come up with practical solutions Driving the team to consistently achieve its daily, weekly & monthly targets Onboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing our recommendations) Act as a trusted point of contact for questions relating to operational processes Future potential for team leadership Ensuring we are compliant with key regulatory requirements Acting as a culture ambassador and role model within the company by engaging with colleagues and coming up with new ideas for collaboration
Exchange Street Executive Search
Penwortham, Lancashire
Ouch. Glass ceilings hurt. You're ambitious and want to keep improving. But where you are there's no training, no advancement and no learning. You won't face those problems here. This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that. Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that's where you come in. When you join you'll have support whichever way you turn. You'll not only have a manager but you'll get a mentor and buddies from different teams. And if you see your future as a financial planner they can support that too. That is a long way off there, but that will give you time to get your diploma and ramp up your technical skills. Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill. There are other nice touches too. Your voice will be heard. They've changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You're encouraged to challenge the advisers if you believe there's a better solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them. How many businesses offer that? The package is on the healthy side with a starting salary of up to £40,000. There's also: o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days o 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days) o Employee recognition awards o New and improved programme for succession planning and supportive management structure to help you realise your potential o Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED: You'll have experience as an administrator within financial and either on the way to level 4 qualification or eager to start. You don't need to come from an IFA background as you're joining a firm that's all about training and development - an expert you will become. IO experience would be good but is not a pre-requisite. - Learning and development, progression and an excellent package combined with agile working. What's not to like? Want to know more? Click apply and we will be in touch. Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you. Everyone will receive a response.
Jan 05, 2026
Full time
Ouch. Glass ceilings hurt. You're ambitious and want to keep improving. But where you are there's no training, no advancement and no learning. You won't face those problems here. This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that. Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that's where you come in. When you join you'll have support whichever way you turn. You'll not only have a manager but you'll get a mentor and buddies from different teams. And if you see your future as a financial planner they can support that too. That is a long way off there, but that will give you time to get your diploma and ramp up your technical skills. Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill. There are other nice touches too. Your voice will be heard. They've changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You're encouraged to challenge the advisers if you believe there's a better solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them. How many businesses offer that? The package is on the healthy side with a starting salary of up to £40,000. There's also: o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days o 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days) o Employee recognition awards o New and improved programme for succession planning and supportive management structure to help you realise your potential o Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED: You'll have experience as an administrator within financial and either on the way to level 4 qualification or eager to start. You don't need to come from an IFA background as you're joining a firm that's all about training and development - an expert you will become. IO experience would be good but is not a pre-requisite. - Learning and development, progression and an excellent package combined with agile working. What's not to like? Want to know more? Click apply and we will be in touch. Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you. Everyone will receive a response.
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Jan 05, 2026
Full time
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
This is a great opportunity for a Diploma qualified paraplanner to progress your career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to the business success and will enable them to continue to deliver an excellent quality of service to their growing client base and support to their financial advisers. Role Objective They are se
Jan 05, 2026
Full time
This is a great opportunity for a Diploma qualified paraplanner to progress your career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to the business success and will enable them to continue to deliver an excellent quality of service to their growing client base and support to their financial advisers. Role Objective They are se
Premier Jobs UK Limited
Bradford-on-avon, Wiltshire
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working click apply for full job details
Jan 05, 2026
Full time
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working click apply for full job details
Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFAs for an experienced Paraplanner to join their team based at their Cheshamoffices. The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients Financial Advice needs, instinctively providing excellent standards of client se click apply for full job details
Jan 05, 2026
Full time
Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFAs for an experienced Paraplanner to join their team based at their Cheshamoffices. The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients Financial Advice needs, instinctively providing excellent standards of client se click apply for full job details
This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients click apply for full job details
Jan 05, 2026
Full time
This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients click apply for full job details
This is a great opportunity for a Diploma qualified paraplanner to progress your career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to the business success and will enable them to continue to deliver an excellent quality of service to their growing client base and support to their financial advisers click apply for full job details
Jan 05, 2026
Full time
This is a great opportunity for a Diploma qualified paraplanner to progress your career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to the business success and will enable them to continue to deliver an excellent quality of service to their growing client base and support to their financial advisers click apply for full job details
