70 jobs found

Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the C click apply for full job details

The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports. The Day-to-Day: Evaluate prospective 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 prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable Create and lead training for other groups within the firm as needed 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 Experience working with accuracy and ability to organise/time-manage Quantitative in nature Ability to work under pressure and in a dynamic team environment Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles Exceptional understanding of client suitability 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 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

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

This is a great opportunity to join a lovely and rewarding organisation, where you can continue and also develop your paraplanning career in a long established and stable/growing business. Location: Can be office based but home working is also available. Hours: Full time. 9am until 5pm (Monday to Friday) Salary; £30,000 - £40,000+ Negotiable Contract type: Permanent Benefits; 1 click apply for full job details

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. Whats most important is the desire to learn, and build a worthwhile career. Location: Office based primarily but home working is available for up to 2 days per week Hours: 5 days per week - 9am until 5pm (Monday - Friday) Salary; £25,000 - click apply for full job details

Dynamite Recruitment are looking for a motivated and detail-oriented Paraplanner to join a growing financial planning team within an IFA. You will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports. This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team. Key Responsibilities Analyse client financial information, objectives and risk profiles Conduct research on pensions, investments and protection products Prepare clear and compliant suitability reports for advisers Obtain product illustrations and supporting technical documentation Support advisers with financial analysis and cashflow modelling Maintain accurate client records and documentation Work closely with advisers and administration teams to ensure excellent client service Skills and Experience Previous Paraplanner experience within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning products Excellent attention to detail and analytical skills Strong organisational skills with the ability to manage multiple tasks Confident using financial planning systems and research tools Qualifications Essential Level 4 Diploma in Financial Planning (or working towards) GCSEs (or equivalent) including English and Maths Fareham Hybrid working £40,000 - £47,000 DOE

Paraplanner - AFH Cookham AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH click apply for full job details

Financial Administrator for a Growing Financial Services Firm Job role: Client Services Administrator Contract Type: Perm Location: London, UK Salary: £25,000 - £30,000 DOE + Bonus & Benefits Working Hours: Hybrid Industry: Financial Services Start Date: ASAP An expanding financial services company is actively seeking an administrator who will support the clients of the firm. Based in the City of London, they offer personalised, face to face advice to clients on investments, pensions, mortgages and protection. You will work closely with the Head Paraplanner, ensuring smooth ongoing operations and supported by full training to understand how the firm works. You Will be Responsible For: Providing onboarding, aftercare and withdrawals for clients of the firm Daily financial administration to include tax returns, client portal assistance, compliance and regulation and the updating of client information Supporting the Operations Manager in running the office effectively Experience and Requirements: Must have worked in an Independent Financial Adviser business A degree-level education is preferred Excellent teamworking skills with a positive can-do attitude Benefits: Annual bonus scheme Annual exam allowance of £600 Private Medical Insurance and Travel Insurance with Vitality Health Gym membership with Virgin Active or Pure Gym Pension scheme (£100 monthly contribution, in addition to auto-enrolment contributions) Annual holidays Flexible working (Option to WFH 2 days a week) Reference: PT

Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet targe click apply for full job details

PARAPLANNER full or part time considered LEICESTER (Our Ref AL1389) SALARY to c£42,000 dep on exp + benefits PARAPLANNER ROLE SUMMARY The role involves working closely with a team of financial planning consultants, with support provided a team of administrators click apply for full job details

Technical Paraplanner Leeds City Centre c.£50,000 per annum, plus excellent annual bonus and company benefits Reward Recruitment Limited are working closely with probably one of the most highly regarded Financial Planning firm in the UK, based in Leeds City Centre.They specialise in providing UHNW advice to private clients and are currently looking to recruit an industry experienced Technical Parapl click apply for full job details

This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors click apply for full job details

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 o click apply for full job details

An established independent mortgage brokerage in North Hertfordshire is seeking a Mortgage Paraplanner. The role demands strong organisational skills and a keen interest in mortgages. Responsibilities include speaking to clients, advising on product transfer rates, and liaising with Mortgage Advisors. The offer includes a salary of £30,000 - £35,000, 24 days holiday, pension, and free parking. This position will be an excellent opportunity for individuals looking to advance their career in the mortgage sector.

Job Postings Paraplanner/Junior Paraplanner - Newcastle-Under-Lyme - Up to £38,000. We are working with a National IFA who are looking for someone with Paraplanning experience to join their Staffordshire office. The company have a presence across the UK and focus on bespoke Independent Financial Adviser - Stoke-On-Trent - Up to £65,000. We are working with a well-established IFA with a loyal and local client base looking for a new adviser to join their team. They have grown well over the last 2/3 Paraplanner - Cheshire / Hybrid. Salary: £30,000 - £40,000 per year. Benefits: Company pension, life insurance, private medical insurance. About the Role: We are seeking an experienced Paraplanner to join a growing financial planning firm in Cheshire. This is a Job Title: Senior Chartered Financial Planner. Location: Alderley Edge, Cheshire. Employment Type: Permanent. Role Overview: A well-established, client-focused financial planning firm is seeking a Senior Chartered Financial Planner to take ownership of an existing client bank. This is a high-responsibility IFA Client Services Administrator - Cheshire - Up to £30,000. Purpose of the Role: This position is focused on processing new business, servicing existing clients, and supporting the delivery of ongoing advice. The role includes platform-based work, generating illustrations, and