537 jobs found

Job Title: Financial Adviser Location : UK Wide Salary : £100,000 (negotiable + high bonus potential) Ref : 10213 About the Role: Take your advice career to the next level! Are you an experienced Financial Adviser looking for a truly rewarding role with autonomy, strong support, and the ability to grow your earnings significantly? This is your chance to join a well-established, growing financial advice firm where you can bring your own client bank and be rewarded for the value you generate. With a strong focus on High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, the firm offers a modern, client-first environment and a team structure designed to maximize your time advising clients, not admin. What's on offer: Negotiable salary, aligned to your experience and AUM Fully metric-based, non-discretionary uncapped bonus 5% pension contribution Death in Service (DIS) and private medical cover Supportive structure, bring your own admin/paraplanner if desired Strong onboarding and ongoing professional development Skills and Experience: Experienced adviser with an existing client bank / strong business plan Motivated by high earnings and professional growth Committed to providing advice you would be happy to give to your own family Take the next step in your career with a firm that values your expertise, rewards performance, and lets you bring your own clients to a supportive, high-performance environment.

Job Title: Financial Adviser Location : UK Wide Salary : £100,000 (negotiable + high bonus potential) Ref : 10213 About the Role: Take your advice career to the next level! Are you an experienced Financial Adviser looking for a truly rewarding role with autonomy, strong support, and the ability to grow your earnings significantly? This is your chance to join a well-established, growing financial advice firm where you can bring your own client bank and be rewarded for the value you generate. With a strong focus on High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, the firm offers a modern, client-first environment and a team structure designed to maximize your time advising clients, not admin. What's on offer: Negotiable salary, aligned to your experience and AUM Fully metric-based, non-discretionary uncapped bonus 5% pension contribution Death in Service (DIS) and private medical cover Supportive structure, bring your own admin/paraplanner if desired Strong onboarding and ongoing professional development Skills and Experience: Experienced adviser with an existing client bank / strong business plan Motivated by high earnings and professional growth Committed to providing advice you would be happy to give to your own family Take the next step in your career with a firm that values your expertise, rewards performance, and lets you bring your own clients to a supportive, high-performance environment.

Senior Paraplanner Location: WarringtonContract: PermanentSalary: £45,000 - £50,000 per annum Start Date: FlexibleContact: .uk Job Description Service Care Solutions are recruiting for a Senior Paraplanner to join an independent financial planning firm based in Warrington. The business is focused on providing clear, straightforward financial advice to individuals and families across Cheshire and the surrounding areas.As a Senior Paraplanner, you will act as the technical lead within the paraplanning function, supporting Financial Advisers with high-quality research, report writing, and financial analysis. You will also provide guidance and mentoring to junior team members, helping ensure advice quality, regulatory compliance, and continuous development within the paraplanning team. Key Responsibilities Prepare complex suitability reports and financial planning recommendations. Conduct detailed research across pensions, investments, protection, and tax planning strategies. Produce cashflow modelling and technical analysis to support client advice. Work closely with advisers to develop appropriate financial planning strategies for clients. Provide technical guidance, mentoring, and training to junior paraplanners. Act as a quality control point for paraplanning output and advice documentation. Support advisers and the wider team with technical expertise on complex cases. Prepare client meeting documentation and supporting analysis. Liaise with product providers to obtain illustrations, valuations, and product information. Candidate Criteria Level 4 Diploma in Financial Planning, ideally working towards Chartered Proven experience working as a Paraplanner within a financial planning firm. Strong technical knowledge across pensions, investments, and financial planning. Experience producing complex suitability reports and technical research. Ability to mentor or support junior members of the team. Experience with cashflow modelling tools and financial planning software. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.

Financial Adviser Location: EssexContract: Permanent Salary: £70,000 - £80,000 per annum + bonusesStart Date: ASAPContact: .uk Hybrid Working Job Description Service Care Solutions are recruiting on behalf of a leading nationwide Independent Financial Advisory firm for an experienced Financial Adviser to join their growing team in Essex. This is an opportunity to join a firm focused on long-term financial planning rather than product-led sales, delivering high-quality, bespoke advice to individuals, families, and businesses.The role provides access to an existing client bank, enabling immediate client engagement while supporting sustainable growth. The firm places strong emphasis on culture, collaboration, and professional development, offering advisers the tools, autonomy, and support required to deliver exceptional client outcomes. Key Responsibilities Provide high-quality independent financial planning advice to clients, aligned with regulatory and conduct requirements. Develop and maintain long-term client relationships, supporting clients in achieving their financial objectives. Deliver advice across a broad range of financial planning areas, supported by leading planning and administration tools. Build relationships through professional networks, referrals, and digital platforms where appropriate. Work collaboratively with paraplanners, administrators, and colleagues to ensure consistent client service delivery. Contribute positively to the firm's culture, values, and community-focused initiatives. Candidate Criteria Fully qualified Financial Adviser (Level 4 Diploma minimum). Experience delivering independent financial advice in a regulated environment. Strong client relationship management and communication skills. High standards of professionalism, integrity, and ethical conduct. Experience managing or developing an existing client bank. Confidence using financial planning and cashflow modelling tools. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.

An excellent opportunity has arisen for an experienced Paraplanner to join a highly successful and well-established regional wealth management practice. This fully independent firm has built an outstanding reputation for providing high-quality financial planning advice and has gone from strength to strength in recent years. Continued business growth has created the need to recruit an additional Paraplanner to support their expanding team. Working closely with a team of successful Financial Planners, you will provide comprehensive technical support across the advice process. The Role Preparing high-quality suitability reports Conducting detailed technical research across pensions, investments and protection Supporting Financial Planners throughout the advice process Assisting with client queries and providing technical support where required Liaising with providers and internal teams to ensure efficient case progression Contributing to the ongoing development of processes and client service standards The Opportunity This firm places a strong emphasis on professional development and will provide full on-the-job training where required. They actively support professional qualifications and career progression, with clear opportunities to move into more senior technical roles over time for those who wish to develop further. What's on Offer Basic salary up to £50,000 Excellent bonus structure 5% pension contribution 25 days holiday + bank holidays Group life cover (4x salary) Hybrid working - 2 days in the office, 3 days from home Support with professional development and qualifications About You Previous experience working within a Paraplanning or technical support role in financial planning Strong knowledge of pensions, investments and the financial planning process Excellent report writing and research skills Strong attention to detail and organisational skills A professional and client-focused approach This is an excellent opportunity to join a respected and growing wealth management firm that offers a supportive environment, strong benefits package and genuine long-term career development.

An excellent opportunity has arisen for an experienced Paraplanner to join a highly successful and well-established regional wealth management practice. This fully independent firm has built an outstanding reputation for providing high-quality financial planning advice and has gone from strength to strength in recent years. Continued business growth has created the need to recruit an additional Paraplanner to support their expanding team. Working closely with a team of successful Financial Planners, you will provide comprehensive technical support across the advice process. The Role Preparing high-quality suitability reports Conducting detailed technical research across pensions, investments and protection Supporting Financial Planners throughout the advice process Assisting with client queries and providing technical support where required Liaising with providers and internal teams to ensure efficient case progression Contributing to the ongoing development of processes and client service standards The Opportunity This firm places a strong emphasis on professional development and will provide full on-the-job training where required. They actively support professional qualifications and career progression, with clear opportunities to move into more senior technical roles over time for those who wish to develop further. What's on Offer Basic salary up to £50,000 Excellent bonus structure 5% pension contribution 25 days holiday + bank holidays Group life cover (4x salary) Hybrid working - 2 days in the office, 3 days from home Support with professional development and qualifications About You Previous experience working within a Paraplanning or technical support role in financial planning Strong knowledge of pensions, investments and the financial planning process Excellent report writing and research skills Strong attention to detail and organisational skills A professional and client-focused approach This is an excellent opportunity to join a respected and growing wealth management firm that offers a supportive environment, strong benefits package and genuine long-term career development.

Are you a skilled Paraplanner/Client Manager looking for a challenging and expansive role with the opportunity to progress towards an advisory role? Have you achieved Diploma status and keen to develop further? If you feel restricted within your current role and want to advance your career, apply today. Due to continued success in delivering bespoke solutions to HNW clients, this energetic and expanding Wealth Management firm seeks a skilled Client Manager who will join their team in Central London. The role involves servicing a portfolio of HNW clients. Responsibilities will include conducting in depth reviews and ensuring long term client needs are met. Applications are inviting from skilled Financial Services professional with experience of Paraplanning and Client Management gained within an IFA environment. You will be qualified to Diploma level and be progressing toward Chartered Status and have strong technical knowledge covering all areas of Financial Planning including Pensions, Investments, Tax and Protection products. You will be able to demonstrate good presentation, communication and IT skills and have a hard working and flexible attitude. In addition, you must be comfortable dealing with HNW Clients. This role provides the opportunity to work within a dynamic, profitable and expanding business and to help shape the direction of its focused private client services. Paraplanner, Paraplanning, Wealth Management, Financial Planning, Financial Advice, Trainee Financial Planner, IFA By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Location: Leeds Employment Type: Full-time About the Role This is an excellent opportunity for someone looking to start their career in financial planning and paraplanning. As a T rainee Paraplanner, you will support a team of Financial Advisers by assisting with research, report writing, client administration and compliance. This role is designed for individuals who are motivated to learn, develop technical expertise and work towards recognised industry qualifications. Key Responsibilities Technical Support Assist in preparing suitability reports and personalised financial plans. Use cashflow modelling tools to demonstrate client outcomes. Research financial products including pensions, investments, protection policies and tax-efficient solutions. Support the analysis of client data to help formulate recommendations. Client Administration Gather and organise client information from fact-finds and documentation. Liaise with providers, platforms and pension companies to obtain policy details. Maintain accurate client records on Intelligent Office. Prepare valuations and documentation for client review meetings. Compliance & Documentation Ensure all client files meet regulatory and internal compliance standards. Assist with file checks as part of the training programme. Support advisers in ensuring all recommendations meet regulatory requirements. Team Collaboration Work closely with advisers, paraplanners and administrative colleagues. Participate in internal training, meetings and development sessions. Provide general support to the wider paraplanning function. Skills & Experience Essential Strong analytical and numerical skills. Excellent attention to detail. Clear written and verbal communication. Confident with Microsoft Office (Word, Excel, Outlook). Able to prioritise and manage workload effectively. Desirable Basic understanding of pensions, investments or financial planning. A genuine interest in working towards professional qualifications. Qualifications A degree in finance, business, accounting, financial planning or a related discipline; or 3 A-Levels (ideally including Maths, Economics or Business); and 5 GCSEs including Maths and English. Willingness to work towards the Diploma in Regulated Financial Planning (full study support provided). A full UK driving licence. Personal Attributes Strong interest in wealth management and financial planning. Organised, methodical and proactive. Client-focused with a professional manner. Motivated to learn and progress. Able to work independently and as part of a team. Development & Progression This role offers a clear development pathway towards becoming a qualified Paraplanner, with potential future progression into Senior Paraplanner or Financial Adviser positions. Full support is provided for training and professional qualifications, alongside ongoing career development.

File Checker - Financial Planning Location: Kings Hill (Office-based / Hybrid options available) Salary: Up to £60,000 A leading financial planning business with offices across the UK is seeking an experienced File Checker to join its growing compliance and quality assurance team, based from its Kings Hill office. This is an excellent opportunity to join a well-established and highly regarded firm that places a strong emphasis on delivering high-quality advice and maintaining the highest regulatory standards. The successful candidate will play a key role in ensuring advice files meet regulatory and internal compliance standards, supporting advisers and the wider business in delivering consistently excellent client outcomes. The Role As a File Checker, you will be responsible for reviewing financial planning files to ensure they meet regulatory requirements, company standards, and best practice guidelines. You will work closely with advisers, paraplanners, and compliance teams, providing constructive feedback and helping to maintain a culture of high-quality advice. Key Responsibilities Reviewing financial advice files across pensions, investments, and protection Ensuring all files meet FCA regulatory requirements and internal compliance standards Providing clear and constructive feedback to advisers and paraplanners Identifying potential risks, compliance issues, or areas for improvement Supporting the wider compliance team with quality assurance processes Helping to promote a culture of best practice and high-quality client outcomes Requirements Previous experience as a File Checker, Compliance Officer, or Senior Paraplanner within a financial planning or wealth management firm Strong understanding of UK financial planning regulations and FCA requirements Knowledge across pensions, investments, and protection advice Excellent attention to detail and analytical skills Strong communication skills with the ability to provide clear and constructive feedback Diploma qualified (or working towards) would be advantageous What's on Offer Salary up to £60,000 Opportunity to join a highly respected financial planning firm Supportive and professional working environment Clear career development opportunities Exposure to a high-quality client base and advice process This role would suit an experienced File Checker, Compliance professional, or technically strong Paraplanner looking to move into a dedicated compliance-focused position within a reputable financial planning firm.

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

The firm has built its reputation on long-term client relationships and delivering thoughtful, holistic financial planning. Working closely with advisers, the Paraplanner will play a key role in researching solutions, analysing investments, and producing clear, compliant suitability reports tailored to client needs. Responsibilities include provider and product research, fund performance and risk analysis, interpreting Fact Finds, cashflow modelling, and managing cases through to completion. Salary up to £42,000 and hybrid working 3 dyas in the office and 2 dyas from home The firm is particularly interested in speaking with paraplanners who have strong pensions and investment knowledge and who are working towards their Level 4 Diploma in Regulated Financial Planning (DipPFS) . This role offers the opportunity to join a firm that places significant value on professionalism, long-term client relationships and delivering meaningful financial advice. Paraplanners are seen as an integral part of the advice process and are encouraged to develop their technical expertise and continue progressing through professional qualifications. The position would suit an ambitious paraplanner who enjoys writing suitability reports, wants to deepen their technical knowledge, and is looking to grow within a supportive and professional financial planning environment. Responsibilities include: • Conducting provider and product research, including fund performance and risk analysis• Preparing bespoke suitability reports tailored to individual client needs• Interpreting Fact Finds and KYC documentation to identify appropriate client outcomes• Supporting advisers with technical analysis and evidence-based recommendations• Managing cases from inception through to completion• Undertaking cashflow modelling using tools such as FE Analytics or similar systems The firm operates in a collaborative environment where technical excellence and attention to detail are highly valued. Paraplanners play a key role in ensuring advice is well researched, compliant and clearly communicated. About the Candidate The firm is keen to speak with paraplanners who have: • Proven experience in paraplanning and suitability report writing• Strong technical knowledge of pensions, investments and retirement planning• The ability to interpret Fact Finds and produce clear, compliant reports Experience with cashflow modelling tools, adviser platforms, and systems such as Curo or similar would be beneficial but not essential.

Job Title: Paraplanner Industry: Financial Services Location: Exeter Salary: Up to £45,000 + 10% Pension Contribution Reference Number: 10214 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner to join a highly respected and award-winning Financial Planning firm. You will work closely with Financial Advisers and support staff to provide a high-quality service to clients. The role is hybrid with 2 days in the office, you will predominantly support Advisers based in the Exeter office. Your duties as a Paraplanner will include, but not be limited to: Fact finding and report writing Client service and review support - acting as a technical point of contact Preparing recommendations, including documents, application forms, and suitability reports Collaborating with the wider team to deliver exceptional client service Maintaining accurate client records and ensuring compliance with FCA regulations Collating and pre-populating new business and servicing forms/application packs Producing and issuing client fee invoices What's in it for you: Salary up to £45,000, depending on experience 10% pension contribution Profit share 23 days holiday 12 wellbeing days (typically one per month) Private medical insurance Life assurance Flexible start and finish times Hybrid working 2 days in the office (3 days initially for training) Skills and experience required: Experienced Paraplanner Diploma qualified Strong written and verbal communication skills Driven, proactive, and committed to supporting both personal and business success Excellent organisation, prioritisation, and time management High attention to detail and ability to follow processes Adaptable, positive, and eager to develop with a growing business Strong MS Office skills This is an excellent opportunity for a like-minded professional to join an enthusiastic, high-achieving firm with a strong reputation for employee wellbeing and exceptional client care.

Paraplanner Location: Cambridge (outskirts) - accessible by car & public transport Salary: £40,000 - £50,000 (depending on experience- Part qualified considered) Why this is an exceptional role This is a fantastic opportunity for a Paraplanner who wants to be part of a collaborative, medium-sized team that still benefits from the structure and stability of a larger organisation. We're working with a well-regarded private client wealth planning firm based just outside Cambridge. This is a boutique Independent financial planning firm, with additional offices in Norwich and London, and who are also backed by a wider investment and asset management group . The role You'll work as part of a dedicated pod , supporting one or two advisers across all aspects of the advice process. Your work will span technical report writing, research and client case analysis , with a strong emphasis on quality and collaboration. Key responsibilities: Prepare high-quality, compliant suitability reports and client documentation Undertake research and analysis to support financial recommendations Assist advisers with client meeting preparation and follow-up Contribute to the review process and ensure all client files are maintained accurately Collaborate with your pod team and other paraplanners to share knowledge and best practice As your experience grows, take on larger or more complex cases, and progress into a senior paraplanning or advisory role Here's what makes this role stand out: Medium-sized, close-knit team: around 20 advisers, paraplanners and administrators Pod-style working: work closely with 1-2 advisers and a dedicated administrator Workload managed by an experienced Head of Paraplanning and Paraplanning Manager . Strong support and communication: weekly team meetings, clear processes, and excellent leadership keep everything running smoothly. Career progression built in: The company thoroughly support progression and are proud of their internal progression track with support to develop into Senior Paraplanner or Adviser roles. Modern, well-equipped office: based on the outskirts of Cambridge, easily accessible by car (with parking) or public transport. Comprehensive benefits package: Hybrid working: typically 2-3 days in the office, the rest from home Life insurance Income protection 4 salary death-in-service cover 5% / 3% pension Full exam and study support: paid exams and access to the firm's own online learning platform What we're looking for Level 4 Diploma qualified (or near completion) Experience in a paraplanning role or a strong background in technical administration Excellent written and analytical skills Confident working within a pod structure and managing your own workload A proactive mindset and enthusiasm for career development This is a fantastic environment for an experienced or developing paraplanner who wants to grow within a team that values collaboration, structure and long-term progression.

Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative Financial Planning firm is keen to attract a dedicated and enthusiastic Junior Paraplanner to join their team. You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and assist in producing detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm's compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. You will act as the initial point of contact for client queries and well as liaising with product providers. The successful applicant will have experience gained within the IFA market. You will have a good understanding of regulated Financial Services products and business processes. s. Progress with professional qualifications is preferred and you will have strong IT and communications skills. This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development. Sales Support, Paraplanner, Paraplanning, Pensions, Investments, IFA, Financial Planning, Wealth Management By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Financial Planning Administrator £30k - £38k plus bonuses Established Wealth Management Firm Offices in Godalming (Surrey) My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 8 staff into the business. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets with a few families holding in excess of £2m of investments. The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers' inboxes, the Managing Director is seeking a Financial Administrator to join the team and support the entire function of the business. Knowledge of the system "Intelligent Office" will be highly advantageous, and you will be working on obtaining clients' personal details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources. The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard life wrap & Transact platforms. You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. The role will pay £30k - £38k basic salary depending on experience. You will receive a full induction, a generous 25-day holiday allowance as well as an excellent pension contribution. You will be enrolled onto the bonus scheme and be enrolled onto a DIS and income protection scheme. If this role of interest please get in touch with Peter at Financial Divisions.

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 career and pursue professional qualifications, which will be sponsored by the Company. RESPONSIBILITIES Prepare pension drawdown reports Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet target deadlines Ensure all client work and documents (client fact find, Illustrations etc) are compliant and supported with relevant paperwork Undertake comparative research in preparation of client recommendations Recommendations within reports to include Retirement Planning (including transfers and Drawdowns), Investment Planning, Protection, IHT/Trust planning, Business planning Ensure all client queries are appropriately investigated and accurate responses given Part of the role will include administration support - requesting Letters of Authority information and business submission Work as part of a wider team in order to ensure an exceptional client experience and high-quality advice it provided to all our clients LOCATION & COMMITMENTS Permanent, full-time position Office based, approximately 2 miles from Derby City Centre Overtime may be required during busy periods (e.g. end of tax year/end of the year) CANDIDATE REQUIREMENTS Motivated and career minded Previous role within wealth management Experience of FE Analytics, Voyant and Salesforce/Aptus are advantageous Good understanding of financial products and services Analytical skills, specifically analysing records and providing detailed technical commentary Strong organisational skills (e.g. managing an effective and efficient workload and often working on multiple cases at one time) Team fit is important, you must have a positive approach to work and life A good understanding of the administration and support side of wealth management (e.g. business submission and preparation of presentation packs), as well as preparing reports and relevant documentation If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Job Title: Paraplanner Industry: Financial Services Location: Central Leeds Salary: Up to £45,000 (higher salary negotiable depending on experience) Reference: 10218 Recruit UK is partnering with a leading Financial Advice firm in Leeds to recruit a Trainee or experienced Paraplanner. This is an exciting opportunity to work closely with a Senior Financial Adviser, providing comprehensive client support across all stages of the advice process, including report writing and preparation of recommendations. This role would suit a self-motivated, well-organised Paraplanner with strong IT skills who is looking to further develop their career within a fast-growing and progressive financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role. Responsibilities Research, analyse and draft recommendation reports Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare, research and produce annual reviews, including for Drawdown Pensions. Review the client's investment portfolio, performance, asset allocation, risk profile etc Fully understand compliance procedures What's in it for you: Competitive starting salary Up to £45,000 (higher salary negotiable dependent on skill set) HNW Clients Excellent Benefits: Pension, death in service Great Paraplanning team Ongoing development to enhance your career Skills and experience required: Diploma (DipPFS) qualification or equivalent; candidates currently studying towards this will also be considered Previous Trainee Paraplanning or Paraplanner experience Experience writing suitability reports Get in touch or apply online to find out more about this opportunity!

Are you a Paraplanner, Report Writer, or experienced File Checker looking to step into a role where your technical expertise genuinely matters? This is an opportunity to join a firm that not only values high-quality advice - it's built its entire reputation on it. I'm recruiting on behalf of a fully independent, Chartered IFA with a strong industry footprint and an outstanding reputation for delivering excellent client outcomes. They're growing, they're respected, and they're offering a rare chance to join their compliance team in a fully remote capacity. The Role You'll be part of the engine room that safeguards advice quality across the business. Your day-to-day will include: • Reviewing adviser files across pensions and investments • Ensuring suitability reports meet FCA and internal standards • Identifying inconsistencies and providing clear, constructive feedback • Supporting the wider compliance team with ongoing monitoring • Ensuring remedial work is completed to a high standard If you enjoy detail, problem-solving, and influencing good practice, you'll thrive here. What You'll Bring • Minimum 12 months' file-checking experience, or strong paraplanning/report-writing background • Level 4 Diploma in Financial Planning (must be diploma qualified) • Confident decision-maker with excellent communication skills • Analytical, proactive, and able to work independently • Strong technical knowledge across pensions, investments, and wider planning areas If you're ready to take your career in a new direction with a firm that truly values technical excellence, apply today and let's talk.

Most admin roles in financial services are reactive, messy and under pressure. This one isn't. You'll join a small, chartered IFA firm where things are well run, clients are looked after properly and you're trusted to get on with your job.You won't be firefighting. You won't be chasing your tail. And you won't be boxed into narrow tasks.Instead, you'll build real expertise across employee benefits and group pensions, supporting consultants, onboarding clients and getting exposure to how advice actually works.There's scope to develop over time, but without the usual vague promises. This is a business that promotes from within, adapts roles to your strengths and gives you the space to grow at a sensible pace. There's a starting salary of up to £35,000 and you'll also get hybrid working after six months. Alongside that you'll get a benefits package that actually looks after you: Above requirement pension contribution after a year Life cover Income protection 25 days holiday (rising to 28) THE JOBYou'll manage a portfolio of employee benefit schemes, making sure everything stays accurate and compliant. You'll be the first point of contact for employers and employees, answering questions and keeping things running smoothly.You'll work with providers and insurers on new business, renewals, claims and changes. You'll also prepare and send out key documents, renewal packs and communications to employees.Supporting consultants and directors with scheme reviews and client meetings will give you exposure to the advisory side, helping you understand how benefits fit into financial planning.You'll also help onboard new employer clients and set up benefits portals, giving you hands-on experience with client implementation.WHAT YOU'LL NEED Experience as an employee benefits administrator. If not financial planning admin experience with exposure to corporate clients (e.g. Keyman or shareholder protection) will also work Good communication skills and the ability to handle client-facing queries Strong attention to detail and the ability to maintain accurate records THE COMPANYA chartered IFA business with three planners, two paraplanners and an admin team. They were named a Top 100 FT Adviser in 2025, showing the quality of their work and long-term approach. -Want to know what great looks like? Click. Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later.Everyone will receive a response.

We are recruiting for a Senior Paraplanner to join our established Technical Research team. You will be responsible for ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits. As our Senior Paraplanner, you will typically: Participate in and deliver comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools Prepare financial planning reports across a wide range of advice types, financial products and investment solutions, including those of a more complex nature Work with Advisers to ensure the correct client outcome is achieved, whilst ensuring Advisers are kept up to date with case progression and escalate issues where necessary Ensure back-office systems are up to date with client information, provider contacts, case updates and documentation Manage your diary effectively and proactively to ensure you adhere to SLA's whilst ensuring the key performance metrics are met Complete tax and other complex ad-hoc calculations for clients and advisers, as and when required Support the training and on-boarding of team members through case checking to aid their development and sign off. Liaise with other Senior Paraplanners to ensure consistency of approach Adhere to all standard operating procedures, policies and processes, in accordance with all FCA regulations that apply to the conduct of the business Support the wider paraplanning team with answers to questions and process guidance, ensuring the message delivered is positive, constructive and consistent, whilst referring to management where necessary. Support peers with the pod management of workflow and emails Develop a thorough understanding of the firm's Advice Guidance, as and when delivered Identify any process issues/improvements and escalate to management for investigation. What we are looking for in our ideal Senior Paraplanner: Diploma in Financial Planning as a minimum qualification requirement or working towards chartered/advanced qualifications Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and financial planning reports Experience in an IFA environment, demonstrating quality communication both written and verbal. A high level of accuracy and attention to detail in written/numerical skills Good working knowledge of Microsoft Office application Excellent standard of written and verbal communication skills, with the ability to demonstrate strong report-writing skills Benefits and Perks Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit. Bonus scheme - All employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's service Health and well-being - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and well-being initiatives, including discounted health club memberships and free healthcare benefits Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses 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. 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.