We're looking for a proactive and detail-driven Client Services Administrator to join an expanding team in the heart of the City of London. Working closely with the Head Paraplanner and Operations Manager, you'll play a key role in supporting both clients and the smooth running of the business. This is a fantastic opportunity to build your career within a supportive and ambitious firm, with full training provided. What You'll Be Doing • Supporting client onboarding and ongoing client care • Maintaining accurate client records and managing the CRM system • Processing client requests, including withdrawals • Assisting with tax returns and client portal management • Handling office administration and supporting daily operations • Supporting compliance and regulatory requirements What We're Looking For • Experience within an IFA or financial services environment • Highly organised with strong attention to detail • A team player with a proactive, can-do attitude • Able to manage tasks independently and work efficiently What You'll Get • Annual bonus • Private medical & travel insurance • Gym membership (Virgin Active or PureGym) • £600 annual exam allowance • Pension contributions • Hybrid working - 2 days from home Why Apply? Be part of a growing firm where your work truly makes an impact. You'll gain valuable experience, develop your skills, and be supported every step of the way.
Apr 14, 2026
Full time
We're looking for a proactive and detail-driven Client Services Administrator to join an expanding team in the heart of the City of London. Working closely with the Head Paraplanner and Operations Manager, you'll play a key role in supporting both clients and the smooth running of the business. This is a fantastic opportunity to build your career within a supportive and ambitious firm, with full training provided. What You'll Be Doing • Supporting client onboarding and ongoing client care • Maintaining accurate client records and managing the CRM system • Processing client requests, including withdrawals • Assisting with tax returns and client portal management • Handling office administration and supporting daily operations • Supporting compliance and regulatory requirements What We're Looking For • Experience within an IFA or financial services environment • Highly organised with strong attention to detail • A team player with a proactive, can-do attitude • Able to manage tasks independently and work efficiently What You'll Get • Annual bonus • Private medical & travel insurance • Gym membership (Virgin Active or PureGym) • £600 annual exam allowance • Pension contributions • Hybrid working - 2 days from home Why Apply? Be part of a growing firm where your work truly makes an impact. You'll gain valuable experience, develop your skills, and be supported every step of the way.
PARAPLANNER FULLY REMOTE EXCELLENT COMPANY PERKS! SALARY UP TO £42,000 Our client is currently recruiting for several Trainee Paraplanners to join their National Paraplanning Team on a full-time, permanent basis. These roles are available as: Hybrid, Remote and Office based to suit the individual's needs. THE ROLE: Our Clients Paraplanners contribute to group-wide requirements by taking an active role i click apply for full job details
Apr 14, 2026
Full time
PARAPLANNER FULLY REMOTE EXCELLENT COMPANY PERKS! SALARY UP TO £42,000 Our client is currently recruiting for several Trainee Paraplanners to join their National Paraplanning Team on a full-time, permanent basis. These roles are available as: Hybrid, Remote and Office based to suit the individual's needs. THE ROLE: Our Clients Paraplanners contribute to group-wide requirements by taking an active role i click apply for full job details
Fabulous opportunity for a recent graduate or school leaver with strong maths/analytical skills to get on the career ladder. This company has a reputation for developing staff & keeping people happy & motivated and will also assist with professional qualifications support. Job Title/Location: Trainee Regulatory Reporting Accountant, Epsom/WFH Salary: To £25,000 + bonus + pension + study support + benefits package Office/WFH: 2 days office/3 days WFH. Training period 100% office based Requirements: Excellent/demonstrable analytical & numerical skills. Open to recent graduates & 'A' Level/GCSE school leavers with an interest in AAT/ACCA professional qualification studies Role Snapshot: Working in a business of c.200 people, get involved in all aspects of financial & regulatory reporting including involvement in a number of projects. The Company/Team: Our client is a highly regarded Financial Services company who have expanded a very healthily in recent years. This role reports to the Senior Regulatory Reporting Accountant, working within a small team whereby the willingness to learn & get involved in all areas of financial/regulatory reporting & project work is really valued. The Role: As a Trainee Regulatory Reporting Accountant, you will be tasked with involvement in two main areas, responsibilities including: Regulatory Reporting Assist in preparing quarterly/monthly COREP & FINREP returns for review Help with maintaining/enhancing the regulatory reporting processes, software and excel files ensuring they are kept fully up to date with regulatory reporting changes Assist in ensuring procedures, assumptions and interpretations of regulatory reporting rules and guidance are fully documented and updated Management Accounting Assist in preparing month end management accounts and Board reports Assist in preparing reports for other departments. Helping to prepare the Annual Report and Accounts, Corporation Tax Return. Skills / Experience Required: For this Trainee Regulatory Reporting Accountant role our client will consider people with excellent/demonstrable analytical and numerical skills. Our client is open to recent graduates, 'A' Level and GCSE school leavers with relevant subject such as Mathematics, Business Studies, Finance & Accounting etc. You must be willing to learn, undertake professional studies, be pro-active and have a basic understanding of book-keeping. Strong written & verbal communication skills are also important. Additional Information: The Trainee Regulatory Reporting Accountant role is a great chance to get that first step on the career ladder. Starting salary to £25,000 + annual bonus, good company benefits inc. pension & professional study sponsorship. The Trainee Regulatory Reporting Accountant post is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
Apr 14, 2026
Full time
Fabulous opportunity for a recent graduate or school leaver with strong maths/analytical skills to get on the career ladder. This company has a reputation for developing staff & keeping people happy & motivated and will also assist with professional qualifications support. Job Title/Location: Trainee Regulatory Reporting Accountant, Epsom/WFH Salary: To £25,000 + bonus + pension + study support + benefits package Office/WFH: 2 days office/3 days WFH. Training period 100% office based Requirements: Excellent/demonstrable analytical & numerical skills. Open to recent graduates & 'A' Level/GCSE school leavers with an interest in AAT/ACCA professional qualification studies Role Snapshot: Working in a business of c.200 people, get involved in all aspects of financial & regulatory reporting including involvement in a number of projects. The Company/Team: Our client is a highly regarded Financial Services company who have expanded a very healthily in recent years. This role reports to the Senior Regulatory Reporting Accountant, working within a small team whereby the willingness to learn & get involved in all areas of financial/regulatory reporting & project work is really valued. The Role: As a Trainee Regulatory Reporting Accountant, you will be tasked with involvement in two main areas, responsibilities including: Regulatory Reporting Assist in preparing quarterly/monthly COREP & FINREP returns for review Help with maintaining/enhancing the regulatory reporting processes, software and excel files ensuring they are kept fully up to date with regulatory reporting changes Assist in ensuring procedures, assumptions and interpretations of regulatory reporting rules and guidance are fully documented and updated Management Accounting Assist in preparing month end management accounts and Board reports Assist in preparing reports for other departments. Helping to prepare the Annual Report and Accounts, Corporation Tax Return. Skills / Experience Required: For this Trainee Regulatory Reporting Accountant role our client will consider people with excellent/demonstrable analytical and numerical skills. Our client is open to recent graduates, 'A' Level and GCSE school leavers with relevant subject such as Mathematics, Business Studies, Finance & Accounting etc. You must be willing to learn, undertake professional studies, be pro-active and have a basic understanding of book-keeping. Strong written & verbal communication skills are also important. Additional Information: The Trainee Regulatory Reporting Accountant role is a great chance to get that first step on the career ladder. Starting salary to £25,000 + annual bonus, good company benefits inc. pension & professional study sponsorship. The Trainee Regulatory Reporting Accountant post is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
We are currently looking for an Administrator to join a Financial planning company based in Moorgate. This is a medium sized company which offers perks such as free gym membership, exam allowance as well as a bonus and pension scheme. This role is paying up to 30k with working hours of 8.45am until 5.30pm with flexible working. You will work closely with and report to the Head Paraplanner to support the clients of the firm and the ongoing operations of the business. You will be given full training to understand how our firm works and the ongoing requirements of the six teams. This role will suit an administrator who comes from a Financial services background. The role Assist with client onboarding Provide a high level of aftercare to all existing clients Process any withdrawals as requested by our clients Update client information accurately to make sure it is current in the CRM Ensure the client portal is maintained and clients have full access Assist with tax returns throughout the year Support Operations Ad hoc Admin The person Relevant experience of working in an Independent Financial Adviser (IFA) business A degree-level education preferred but not essential Work well in a team Demonstrate impeccable attention to detail Manage their time effectively
Apr 14, 2026
Full time
We are currently looking for an Administrator to join a Financial planning company based in Moorgate. This is a medium sized company which offers perks such as free gym membership, exam allowance as well as a bonus and pension scheme. This role is paying up to 30k with working hours of 8.45am until 5.30pm with flexible working. You will work closely with and report to the Head Paraplanner to support the clients of the firm and the ongoing operations of the business. You will be given full training to understand how our firm works and the ongoing requirements of the six teams. This role will suit an administrator who comes from a Financial services background. The role Assist with client onboarding Provide a high level of aftercare to all existing clients Process any withdrawals as requested by our clients Update client information accurately to make sure it is current in the CRM Ensure the client portal is maintained and clients have full access Assist with tax returns throughout the year Support Operations Ad hoc Admin The person Relevant experience of working in an Independent Financial Adviser (IFA) business A degree-level education preferred but not essential Work well in a team Demonstrate impeccable attention to detail Manage their time effectively
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
Apr 14, 2026
Full time
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
A financial planning firm in Manchester offers an entry-level role as a Client Advisor Support. This fixed-term position provides extensive training in financial planning, with opportunities for career progression into roles like Paraplanner and Financial Planner. Responsibilities include managing administrative tasks for Financial Planners, ensuring client communications, and updating client records. Candidates should be tech-savvy, detail-oriented, and interested in financial products. Benefits include a competitive pension scheme, 26 days holiday, and private medical insurance.
Apr 14, 2026
Full time
A financial planning firm in Manchester offers an entry-level role as a Client Advisor Support. This fixed-term position provides extensive training in financial planning, with opportunities for career progression into roles like Paraplanner and Financial Planner. Responsibilities include managing administrative tasks for Financial Planners, ensuring client communications, and updating client records. Candidates should be tech-savvy, detail-oriented, and interested in financial products. Benefits include a competitive pension scheme, 26 days holiday, and private medical insurance.
Career This is a great entry level role into Financial Planning. You will support Financial Planners with administrative needs and if you do a great job you have this potential career path: Step 1 - Client Advisor Support (CAS) - Regulated Administrative support to front office. Step 2 - Paraplanner - support financial planners by doing much of the technical, analytical, and preparatory work involved in financial planning. Step 3 - Financial Planning Associate - support Financial Planners in the provision of high quality financial planning - shadow and learn their ways! Step 4 - Financial Planner - a key revenue generator for our business, provide advice to create financial plans for our clients to achieve their financial goals. Careers can twist and turn according to your capabilities, you might instead wish to progress into management of any one trade, or move to a corporate role such as compliance, but CAS is a great induction point to getting started on our career ladder and we love to promote from within! This is a fixed term role until the end of 2026. However, we are a growing firm and there are many opportunities that come up, especially if you are mobile within our Northern offices. Accountabilities This position ensures planners can focus on client relationships and strategic advice by managing the administrative tasks that underpin high quality financial planning. The role organises into two distinct objectives: Client Administration Ensure all client reviews have a corresponding suitability report and are sent to the client. Any reviews which are viewed as outstanding will need to be chased and escalated when required. Process new business, applications, and provider paperwork accurately and on time. Reconcile all client fees monthly and ensure timely payment to Financial Planners by collaborating with Finance and the Financial Planner. Maintain our CRM (Client Centre) and ensure data is up to date and compliant. All client files should be regularly maintained and updated. Financial Planner Enablement Assist Financial Planners with the scheduling of annual reviews and preparation for meetings. Assist Financial Planners managing and building their client banks, ensuring all clients are correctly segmented, client data is kept up to date with any changes, and a good level of service is consistently provided to the client. Maintain strong relationships with both the Financial Planners and their clients. Ensuring that all post meeting requirements are actioned promptly within agreed SLA's. Skills and Experience Tech savvy, able to work on cloud based systems, has used AI to support finding answers. High attention to detail and accuracy. Confident written and verbal skills, confident to communicate directly with clients on customer service queries. A desire to excel at what you do. An interest in financial products (e.g. pensions, ISAs, investments). A self learner who wants to read about industry articles and later take up supported study for exams to progress in their career. Prior experience in a financial planning, wealth/asset management or similar firm would get you reviewed quickly. Experience in financial services or accountancy is desirable. Benefits Competitive Pension Scheme - we contribute 6%, you 3% 26 days holiday plus bank holidays Private Medical Insurance Life Assurance (4x) Group Income Protection Work From Anywhere policy Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Apr 14, 2026
Full time
Career This is a great entry level role into Financial Planning. You will support Financial Planners with administrative needs and if you do a great job you have this potential career path: Step 1 - Client Advisor Support (CAS) - Regulated Administrative support to front office. Step 2 - Paraplanner - support financial planners by doing much of the technical, analytical, and preparatory work involved in financial planning. Step 3 - Financial Planning Associate - support Financial Planners in the provision of high quality financial planning - shadow and learn their ways! Step 4 - Financial Planner - a key revenue generator for our business, provide advice to create financial plans for our clients to achieve their financial goals. Careers can twist and turn according to your capabilities, you might instead wish to progress into management of any one trade, or move to a corporate role such as compliance, but CAS is a great induction point to getting started on our career ladder and we love to promote from within! This is a fixed term role until the end of 2026. However, we are a growing firm and there are many opportunities that come up, especially if you are mobile within our Northern offices. Accountabilities This position ensures planners can focus on client relationships and strategic advice by managing the administrative tasks that underpin high quality financial planning. The role organises into two distinct objectives: Client Administration Ensure all client reviews have a corresponding suitability report and are sent to the client. Any reviews which are viewed as outstanding will need to be chased and escalated when required. Process new business, applications, and provider paperwork accurately and on time. Reconcile all client fees monthly and ensure timely payment to Financial Planners by collaborating with Finance and the Financial Planner. Maintain our CRM (Client Centre) and ensure data is up to date and compliant. All client files should be regularly maintained and updated. Financial Planner Enablement Assist Financial Planners with the scheduling of annual reviews and preparation for meetings. Assist Financial Planners managing and building their client banks, ensuring all clients are correctly segmented, client data is kept up to date with any changes, and a good level of service is consistently provided to the client. Maintain strong relationships with both the Financial Planners and their clients. Ensuring that all post meeting requirements are actioned promptly within agreed SLA's. Skills and Experience Tech savvy, able to work on cloud based systems, has used AI to support finding answers. High attention to detail and accuracy. Confident written and verbal skills, confident to communicate directly with clients on customer service queries. A desire to excel at what you do. An interest in financial products (e.g. pensions, ISAs, investments). A self learner who wants to read about industry articles and later take up supported study for exams to progress in their career. Prior experience in a financial planning, wealth/asset management or similar firm would get you reviewed quickly. Experience in financial services or accountancy is desirable. Benefits Competitive Pension Scheme - we contribute 6%, you 3% 26 days holiday plus bank holidays Private Medical Insurance Life Assurance (4x) Group Income Protection Work From Anywhere policy Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
We here at Siamo Recruitment are proud to working with one of South Wests leading financial service providers. With the view to grow and continue their award winning service our client is in the market for a Paraplanner. As the Paraplanner, youll join a collaborative and driven firm who look to push them and their clients to the next level click apply for full job details
Apr 13, 2026
Full time
We here at Siamo Recruitment are proud to working with one of South Wests leading financial service providers. With the view to grow and continue their award winning service our client is in the market for a Paraplanner. As the Paraplanner, youll join a collaborative and driven firm who look to push them and their clients to the next level click apply for full job details
A leading financial planning firm in the UK seeks an experienced Paraplanner to join their collaborative team in Holmes Chapel, Cheshire. In this role, you'll support Financial Advisers by conducting thorough research and preparing detailed suitability reports. Candidates should hold a Level 4 Diploma in Financial Planning or be working towards it. The position offers a competitive salary between £34,000 and £40,000, with structured career progression and an annual bonus.
Apr 13, 2026
Full time
A leading financial planning firm in the UK seeks an experienced Paraplanner to join their collaborative team in Holmes Chapel, Cheshire. In this role, you'll support Financial Advisers by conducting thorough research and preparing detailed suitability reports. Candidates should hold a Level 4 Diploma in Financial Planning or be working towards it. The position offers a competitive salary between £34,000 and £40,000, with structured career progression and an annual bonus.
A growing financial planning firm in the UK is seeking an experienced Paraplanner. The role involves delivering technical support, producing detailed reports, and working with high-net-worth clients. Ideal candidates should hold a CII Level 4 Diploma and have strong technical knowledge. Flexible hybrid working is offered, and the salary ranges from £35k to £50k, depending on experience, along with benefits like 25 days holiday and a pension plan.
Apr 13, 2026
Full time
A growing financial planning firm in the UK is seeking an experienced Paraplanner. The role involves delivering technical support, producing detailed reports, and working with high-net-worth clients. Ideal candidates should hold a CII Level 4 Diploma and have strong technical knowledge. Flexible hybrid working is offered, and the salary ranges from £35k to £50k, depending on experience, along with benefits like 25 days holiday and a pension plan.
About us The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Titan Private Wealth is a well-established independent investment management business who provide portfolio management and stockbroking services to private clients. With full in-house back office, research and support teams, Titan Private Wealth are committed to providing an exceptional level of service to our clients which is achieved by developing long-term and trusted relationships. Titan Private Wealth our investment management arm, recently rebranded from Cardale, founded in 2003 and based in Harrogate. The Adviser Tech Assistant will work from the Bristol office on a Hybrid basis, 3 days a week and support the effective running, governance, and optimisation of core business systems used across the organisation, including advisers, client support teams, paraplanners, and other operational users. The role will ensure users have appropriate access, systems are maintained effectively, and queries are resolved efficiently, while contributing to key projects, integrations, and system improvements. This is an exciting opportunity to join Titan as we continue to grow and scale. Candidates joining us at this pivotal stage will have the chance to make a real impact on the success of the business. Responsibilities Support system governance across key platforms, ensuring appropriate usage, controls, and data integrity Manage user access and permissions across systems for all business users, including onboarding (joiners) and offboarding (leavers) Administer and monitor system licenses, ensuring optimal allocation and compliance Respond to system, access, and data-related queries via shared inboxes in a timely and professional manner Provide day-to-day support for core business systems used across the organisation, including IO, FE Analytics, AssureWeb, SmartSearch, and DocuSign Support a wide range of users including advisers, client support teams, paraplanners, and other operational stakeholders Assist with system integrations and ensure data flows correctly between platforms Support IO migrations, including setup, validation, and issue resolution Assist with internal projects, including system upgrades, enhancements, and process improvements Maintain accurate documentation of processes, system configurations, and access controls Identify opportunities to improve system usage, efficiency, and user experience across all user groups Work collaboratively with stakeholders across the business to support operational needs Critical Skills and Experience required Strong organisational skills with the ability to manage multiple systems and priorities High attention to detail, particularly around access control and data handling Strong problem-solving skills with a proactive and solutions-focused mindset Excellent communication skills, with the ability to support a range of users with varying technical knowledge Ability to work effectively within a small team while supporting the wider business Comfortable working with systems, data, and administrative tools Experience managing user access, licenses, or system administration (desirable) Exposure to financial services platforms or CRM/back-office systems (desirable) Qualifications (Essential & Desirable) Degree or equivalent experience in a relevant field (e.g. Business, IT, Operations) - desirable Experience in a systems support, operations, or admin role - desirable Familiarity with financial services systems (e.g. IO, FE Analytics, AssureWeb, SmartSearch, DocuSign) - desirable Key Interfaces (Internal and External) Business Operations Director Regional Managing Directors Head of Central Operations Head of Corporate Administration Head of Operations Excellence Client Operations Director Compliance, Risk, Technology and Data teams FCA requirements TCF/RCR Adhere to all FCA regulations including consumer duty. To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department. Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement Terms -Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Apr 12, 2026
Full time
About us The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Titan Private Wealth is a well-established independent investment management business who provide portfolio management and stockbroking services to private clients. With full in-house back office, research and support teams, Titan Private Wealth are committed to providing an exceptional level of service to our clients which is achieved by developing long-term and trusted relationships. Titan Private Wealth our investment management arm, recently rebranded from Cardale, founded in 2003 and based in Harrogate. The Adviser Tech Assistant will work from the Bristol office on a Hybrid basis, 3 days a week and support the effective running, governance, and optimisation of core business systems used across the organisation, including advisers, client support teams, paraplanners, and other operational users. The role will ensure users have appropriate access, systems are maintained effectively, and queries are resolved efficiently, while contributing to key projects, integrations, and system improvements. This is an exciting opportunity to join Titan as we continue to grow and scale. Candidates joining us at this pivotal stage will have the chance to make a real impact on the success of the business. Responsibilities Support system governance across key platforms, ensuring appropriate usage, controls, and data integrity Manage user access and permissions across systems for all business users, including onboarding (joiners) and offboarding (leavers) Administer and monitor system licenses, ensuring optimal allocation and compliance Respond to system, access, and data-related queries via shared inboxes in a timely and professional manner Provide day-to-day support for core business systems used across the organisation, including IO, FE Analytics, AssureWeb, SmartSearch, and DocuSign Support a wide range of users including advisers, client support teams, paraplanners, and other operational stakeholders Assist with system integrations and ensure data flows correctly between platforms Support IO migrations, including setup, validation, and issue resolution Assist with internal projects, including system upgrades, enhancements, and process improvements Maintain accurate documentation of processes, system configurations, and access controls Identify opportunities to improve system usage, efficiency, and user experience across all user groups Work collaboratively with stakeholders across the business to support operational needs Critical Skills and Experience required Strong organisational skills with the ability to manage multiple systems and priorities High attention to detail, particularly around access control and data handling Strong problem-solving skills with a proactive and solutions-focused mindset Excellent communication skills, with the ability to support a range of users with varying technical knowledge Ability to work effectively within a small team while supporting the wider business Comfortable working with systems, data, and administrative tools Experience managing user access, licenses, or system administration (desirable) Exposure to financial services platforms or CRM/back-office systems (desirable) Qualifications (Essential & Desirable) Degree or equivalent experience in a relevant field (e.g. Business, IT, Operations) - desirable Experience in a systems support, operations, or admin role - desirable Familiarity with financial services systems (e.g. IO, FE Analytics, AssureWeb, SmartSearch, DocuSign) - desirable Key Interfaces (Internal and External) Business Operations Director Regional Managing Directors Head of Central Operations Head of Corporate Administration Head of Operations Excellence Client Operations Director Compliance, Risk, Technology and Data teams FCA requirements TCF/RCR Adhere to all FCA regulations including consumer duty. To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department. Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement Terms -Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Are you an established Paraplanner who enjoys getting stuck into complex cases, creating high quality suitability reports and supporting Advisers with detailed technical research? This role offers the chance to join a forward-thinking financial planning firm where you can truly add value, develop your expertise and play an important part in delivering exceptional client outcomes click apply for full job details
Apr 12, 2026
Full time
Are you an established Paraplanner who enjoys getting stuck into complex cases, creating high quality suitability reports and supporting Advisers with detailed technical research? This role offers the chance to join a forward-thinking financial planning firm where you can truly add value, develop your expertise and play an important part in delivering exceptional client outcomes click apply for full job details
Benefits: Hours: 9am-5pm (37.5 hours) office based (some flexibility with start/finish times) Holidays: 28 days, (4 days kept for Christmas) plus stats Pension DIS Annual bonus and salary review Various Company expensed events during the year Study days and full exam funding, including study material Free parking Candidate Requirements: Must have at least 2 years experience working as a Paraplanner Must hav click apply for full job details
Apr 12, 2026
Full time
Benefits: Hours: 9am-5pm (37.5 hours) office based (some flexibility with start/finish times) Holidays: 28 days, (4 days kept for Christmas) plus stats Pension DIS Annual bonus and salary review Various Company expensed events during the year Study days and full exam funding, including study material Free parking Candidate Requirements: Must have at least 2 years experience working as a Paraplanner Must hav click apply for full job details
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
Apr 12, 2026
Full time
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
Are you an experienced Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we're passionate about helping people build a better relationship with their wealth and we're looking for someone like you to help us deliver on that mission. We're excited to be expanding our presence and as part of this growth, we're looking for a high-calibre Paraplanner to join our team and play a key role in supporting our advisers and clients. Why Saltus? Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We're proud that we've been recognised as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally, the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £10.4 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. What does this role look like? As a Paraplanner at Saltus, you'll be responsible for delivering high-quality technical support to our advisers and clients. This includes: Analysing client information and existing investments or policies Performing tax calculations and constructing appropriate financial solutions Producing detailed suitability reports for cases of varying complexity Running cashflow models to support client planning Acting as a point of contact for technical queries from advisers and planning support Communicating with clients regarding research and report timelines Attending client meetings where appropriate Supporting the training and development of junior team members Contributing to projects aimed at improving our systems and processes What sort of person are you looking for? We're looking for someone who is confident, detail-oriented, and passionate about delivering excellent client outcomes. The ideal candidate will: Hold the CII Level 4 Diploma in Regulated Financial Planning (working towards Chartered status is a plus) Have at ideally 3 years' experience in a paraplanning role Demonstrate strong technical knowledge across a broad range of financial products Be comfortable working with high-net-worth clients and professional connections Have excellent written and verbal communication skills Be highly organised and able to manage a busy workload Be a team player who enjoys collaborating with others Have strong IT skills Where you'll be working This role is based from either our Bath or Penarth office and we offer hybrid working, with at least three days a week in the office. We're incredibly flexible about when and how you work: we don't want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they're looking for. We are passionate about championing flexible working for our people, so if there's a slightly different working pattern that you're looking for, then please come and have a chat with us about it! What benefits do I get when working for Saltus? The salary is between £35k-£50k (depending on experience), alongside 25 days' holiday (plus bank holidays) and your birthday off, life assurance cover, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. Just as importantly, you'll get to experience our culture, which we really do live and breathe, ensuring that Saltus is a fantastic place to work for every single one of our 500 people. We work hard, but we have an awful lot of fun along the way. If you think you'd like to come and join us, then please do in touch we'd love to hear from you! Interested? If this sounds like the right opportunity for you, we'd love to hear from you. Apply now or get in touch with our recruitment team if you have any questions or would like to discuss the role further.
Apr 11, 2026
Full time
Are you an experienced Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we're passionate about helping people build a better relationship with their wealth and we're looking for someone like you to help us deliver on that mission. We're excited to be expanding our presence and as part of this growth, we're looking for a high-calibre Paraplanner to join our team and play a key role in supporting our advisers and clients. Why Saltus? Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We're proud that we've been recognised as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally, the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £10.4 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. What does this role look like? As a Paraplanner at Saltus, you'll be responsible for delivering high-quality technical support to our advisers and clients. This includes: Analysing client information and existing investments or policies Performing tax calculations and constructing appropriate financial solutions Producing detailed suitability reports for cases of varying complexity Running cashflow models to support client planning Acting as a point of contact for technical queries from advisers and planning support Communicating with clients regarding research and report timelines Attending client meetings where appropriate Supporting the training and development of junior team members Contributing to projects aimed at improving our systems and processes What sort of person are you looking for? We're looking for someone who is confident, detail-oriented, and passionate about delivering excellent client outcomes. The ideal candidate will: Hold the CII Level 4 Diploma in Regulated Financial Planning (working towards Chartered status is a plus) Have at ideally 3 years' experience in a paraplanning role Demonstrate strong technical knowledge across a broad range of financial products Be comfortable working with high-net-worth clients and professional connections Have excellent written and verbal communication skills Be highly organised and able to manage a busy workload Be a team player who enjoys collaborating with others Have strong IT skills Where you'll be working This role is based from either our Bath or Penarth office and we offer hybrid working, with at least three days a week in the office. We're incredibly flexible about when and how you work: we don't want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they're looking for. We are passionate about championing flexible working for our people, so if there's a slightly different working pattern that you're looking for, then please come and have a chat with us about it! What benefits do I get when working for Saltus? The salary is between £35k-£50k (depending on experience), alongside 25 days' holiday (plus bank holidays) and your birthday off, life assurance cover, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. Just as importantly, you'll get to experience our culture, which we really do live and breathe, ensuring that Saltus is a fantastic place to work for every single one of our 500 people. We work hard, but we have an awful lot of fun along the way. If you think you'd like to come and join us, then please do in touch we'd love to hear from you! Interested? If this sounds like the right opportunity for you, we'd love to hear from you. Apply now or get in touch with our recruitment team if you have any questions or would like to discuss the role further.
Paraplanner Wealth Management Financial Services We are looking for a new Paraplanner to join our friendly Team. You will be working for a B-Corp certified Independent Financial Adviser firm who hold Chartered Financial Planner and CISI Accredited Firm status. You will be joining a small team looking after the financial planning needs of around 300 client families click apply for full job details
Apr 11, 2026
Full time
Paraplanner Wealth Management Financial Services We are looking for a new Paraplanner to join our friendly Team. You will be working for a B-Corp certified Independent Financial Adviser firm who hold Chartered Financial Planner and CISI Accredited Firm status. You will be joining a small team looking after the financial planning needs of around 300 client families click apply for full job details
A growing financial planning firm in the UK is seeking an experienced Paraplanner. The role involves delivering technical support, producing detailed reports, and working with high-net-worth clients. Ideal candidates should hold a CII Level 4 Diploma and have strong technical knowledge. Flexible hybrid working is offered, and the salary ranges from £35k to £50k, depending on experience, along with benefits like 25 days holiday and a pension plan.
Apr 11, 2026
Full time
A growing financial planning firm in the UK is seeking an experienced Paraplanner. The role involves delivering technical support, producing detailed reports, and working with high-net-worth clients. Ideal candidates should hold a CII Level 4 Diploma and have strong technical knowledge. Flexible hybrid working is offered, and the salary ranges from £35k to £50k, depending on experience, along with benefits like 25 days holiday and a pension plan.
A leading independent advisory firm in Greater London is seeking a Wealth Planner (paraplanner) to support advisers in delivering high-quality financial advice. The role involves collaborating with Client Relationship Managers to develop tailored financial plans, providing technical analysis, and preparing client-specific documentation. Candidates should have a degree, be Level 4 qualified, and possess significant experience in a paraplanning capacity. Strong organizational skills and the ability to communicate complex matters effectively are essential. This is a unique opportunity to contribute to client outcomes in a dynamic team environment.
Apr 11, 2026
Full time
A leading independent advisory firm in Greater London is seeking a Wealth Planner (paraplanner) to support advisers in delivering high-quality financial advice. The role involves collaborating with Client Relationship Managers to develop tailored financial plans, providing technical analysis, and preparing client-specific documentation. Candidates should have a degree, be Level 4 qualified, and possess significant experience in a paraplanning capacity. Strong organizational skills and the ability to communicate complex matters effectively are essential. This is a unique opportunity to contribute to client outcomes in a dynamic team environment.
At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns - it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach and a local feel - and we're growing. As of June 2025 Role Title: Paraplanner Location: Glasgow Contract: Permanent Working pattern: Hybrid About the Role At Rathbones Financial Planning, our Paraplanners play a vital role in delivering thoughtful, high quality financial advice that genuinely makes a difference to the lives of our clients. We're now looking for a Paraplanner to join our growing Glasgow team and support our Financial Planners with end to end advice delivery. This is a fantastic opportunity if you enjoy variety, value collaboration, and want to work in a business where paraplanning expertise is respected, developed, and integral to client outcomes. You'll be part of a supportive, friendly team with clear growth ambitions and a strong commitment to professional standards. By joining Rathbones, you will be part of a respected, long established wealth management firm with a strong client first culture. You will enjoy varied, technically interesting work rather than a narrow or repetitive remit. You will be working in a collaborative environment where Paraplanners are seen as trusted professionals. On top of this we offer hybrid working to support flexibility and work-life balance. If you're a Paraplanner who enjoys high standards, teamwork, and playing a key role in delivering quality financial planning, this is an excellent opportunity to develop your career with Rathbones in Glasgow. What you'll be responsible for You'll provide comprehensive paraplanning support, working closely with Financial Planners to understand client needs and translate them into clear, compliant, and well structured advice. Your responsibilities will include: Producing high quality, timely and compliant suitability reports across a wide range of advice areas Attending client meetings where appropriate to help capture objectives, take detailed notes, and support advice formulation Preparing annual review packs, including cashflow modelling where required Supporting the delivery of an excellent ongoing client service proposition Responding to client queries where appropriate, ensuring clarity and professionalism Managing workflows effectively, setting realistic timeframes and balancing commercial priorities Working collaboratively with the Paraplanning Lead and wider team to continuously improve processes and outcomes Building strong working relationships across Rathbones to ensure a seamless client experience Maintaining your CPD record and completing all required training Acting as a buddy or mentor to newer or trainee paraplanners, supporting their development as the team grows About you If you meet some of these criteria and are excited about the role, we encourage you to apply Previous experience working in a Financial Planning firm as a Paraplanner CII Diploma in Regulated Financial Advice (Level 4) or equivalent Client centric approach to work and excellent communication & organisational skills Excellent understanding of the advice process and capable of confidently identifying appropriate solutions for clients across full range of planning areas. Able to analyse features, benefits and risks of products/policies, and make recommendations to clients with confidence Excellent understanding of risk and governance frameworks (internal & external) and the regulatory environment. Excellent numeracy, MS Office Systems and report writing skills including PowerPoint Excellent knowledge of business systems e.g Xplan or similar Experience with DFM processes would be ideal, but not essential. Our offer to you We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include: A company pension - 9% non-contributory or 10% if you contribute 5% Private medical insurance - Individual on joining, family after 1 year's service Life assurance - 8 x salary Company share scheme Discretionary bonus Flexible holidays - purchase up to 5 additional days Green Car Scheme Family friendly policies - enhanced family leave for parents & carers Study support - study days and funding for courses and qualifications Season travel ticket loans Other voluntary benefits you can choose to suit you Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. We're a Disability Confident Employer (level 2) under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via to let us know what adjustments you may need. Mission We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we're part of. Our values shape how we work: We aim high We get it done We show we care We do the right thing These aren't just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
Apr 11, 2026
Full time
At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns - it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach and a local feel - and we're growing. As of June 2025 Role Title: Paraplanner Location: Glasgow Contract: Permanent Working pattern: Hybrid About the Role At Rathbones Financial Planning, our Paraplanners play a vital role in delivering thoughtful, high quality financial advice that genuinely makes a difference to the lives of our clients. We're now looking for a Paraplanner to join our growing Glasgow team and support our Financial Planners with end to end advice delivery. This is a fantastic opportunity if you enjoy variety, value collaboration, and want to work in a business where paraplanning expertise is respected, developed, and integral to client outcomes. You'll be part of a supportive, friendly team with clear growth ambitions and a strong commitment to professional standards. By joining Rathbones, you will be part of a respected, long established wealth management firm with a strong client first culture. You will enjoy varied, technically interesting work rather than a narrow or repetitive remit. You will be working in a collaborative environment where Paraplanners are seen as trusted professionals. On top of this we offer hybrid working to support flexibility and work-life balance. If you're a Paraplanner who enjoys high standards, teamwork, and playing a key role in delivering quality financial planning, this is an excellent opportunity to develop your career with Rathbones in Glasgow. What you'll be responsible for You'll provide comprehensive paraplanning support, working closely with Financial Planners to understand client needs and translate them into clear, compliant, and well structured advice. Your responsibilities will include: Producing high quality, timely and compliant suitability reports across a wide range of advice areas Attending client meetings where appropriate to help capture objectives, take detailed notes, and support advice formulation Preparing annual review packs, including cashflow modelling where required Supporting the delivery of an excellent ongoing client service proposition Responding to client queries where appropriate, ensuring clarity and professionalism Managing workflows effectively, setting realistic timeframes and balancing commercial priorities Working collaboratively with the Paraplanning Lead and wider team to continuously improve processes and outcomes Building strong working relationships across Rathbones to ensure a seamless client experience Maintaining your CPD record and completing all required training Acting as a buddy or mentor to newer or trainee paraplanners, supporting their development as the team grows About you If you meet some of these criteria and are excited about the role, we encourage you to apply Previous experience working in a Financial Planning firm as a Paraplanner CII Diploma in Regulated Financial Advice (Level 4) or equivalent Client centric approach to work and excellent communication & organisational skills Excellent understanding of the advice process and capable of confidently identifying appropriate solutions for clients across full range of planning areas. Able to analyse features, benefits and risks of products/policies, and make recommendations to clients with confidence Excellent understanding of risk and governance frameworks (internal & external) and the regulatory environment. Excellent numeracy, MS Office Systems and report writing skills including PowerPoint Excellent knowledge of business systems e.g Xplan or similar Experience with DFM processes would be ideal, but not essential. Our offer to you We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include: A company pension - 9% non-contributory or 10% if you contribute 5% Private medical insurance - Individual on joining, family after 1 year's service Life assurance - 8 x salary Company share scheme Discretionary bonus Flexible holidays - purchase up to 5 additional days Green Car Scheme Family friendly policies - enhanced family leave for parents & carers Study support - study days and funding for courses and qualifications Season travel ticket loans Other voluntary benefits you can choose to suit you Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. We're a Disability Confident Employer (level 2) under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via to let us know what adjustments you may need. Mission We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we're part of. Our values shape how we work: We aim high We get it done We show we care We do the right thing These aren't just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
Posted Thursday, April 2, 2026 at 5:00 AM Stonehage Fleming is one of the world's leading independently owned family offices. We advise on over $170Bn of assets on behalf of more than 250 families whom we serve from 20 offices in 14 jurisdictions. We help international families manage their wealth and protect their legacies for generations to come. The Group currently employs over 1000 people. Stonehage Fleming Wealth Planning is a leading independent advisory business supporting wealthy families and individuals with complex financial affairs. We provide advice across wealth structuring, generational planning, tax and legal considerations, working with approximately 300 families with investable assets of £3 million and above. Our approach is built on technical excellence, collaboration and long-term client relationships. OVERALL PURPOSE As a Wealth Planner (paraplanner), you will play a key role in supporting advisers in the delivery of high-quality, technically robust advice. You will be part of a collaborative and technically strong team, where Wealth Planners are valued as specialists and not just report writers, contributing directly to client outcomes and the ongoing development of firm-wide standards. The role involves close collaboration with advisers and the client services team, as well as exposure to complex client scenarios. It carries responsibility for the quality and integrity of financial planning analysis and documentation. PRINCIPAL ELEMENTS AND ACCOUNTABILITIES Working alongside Client Relationship Managers and Directors to develop comprehensive financial plans tailored to clients' individual circumstances and objectives Providing technical analysis and professional judgement on existing financial and legal arrangements Building and maintaining detailed cashflow models, and working with advisers to test assumptions, scenarios and long term outcomes Preparing suitability letters, financial plans and supporting client specific documentation and communications Attending client meetings where appropriate to support the advice process Maintaining up to date knowledge of relevant products, solutions and planning techniques to ensure advice remains informed and appropriate QUALIFICATIONS AND EXPERIENCE Likely to be educated to degree or equivalent level Minimum Level 4 qualified and working to or already Chartered. With Significant experience in a Paraplanning role within a regulated firm. Evidence of ability to apply technical product knowledge to client situations in a high net worth environment Demonstrable ability to apply technical knowledge pragmatically to real client situations COMPETENCIES, SKILLS AND BEHAVIOURS Excellent organisational skills, able to prioritise and juggle multiple demands on time Strong interpersonal skills to work across the business at all levels Clear and effective communication skills, with the ability to explain complex matters both verbally and in writing High attention to detail and strong numerical capability A collaborative team focused approach, with a willingness to share knowledge and contribute to collective standards Openness to adopting new technology new and systems to improve efficiency, quality and client experience No agencies please unless we have an existing relationship and have already requested your assistance with this role. Speculative CVs sent by agencies will not be considered.
Apr 11, 2026
Full time
Posted Thursday, April 2, 2026 at 5:00 AM Stonehage Fleming is one of the world's leading independently owned family offices. We advise on over $170Bn of assets on behalf of more than 250 families whom we serve from 20 offices in 14 jurisdictions. We help international families manage their wealth and protect their legacies for generations to come. The Group currently employs over 1000 people. Stonehage Fleming Wealth Planning is a leading independent advisory business supporting wealthy families and individuals with complex financial affairs. We provide advice across wealth structuring, generational planning, tax and legal considerations, working with approximately 300 families with investable assets of £3 million and above. Our approach is built on technical excellence, collaboration and long-term client relationships. OVERALL PURPOSE As a Wealth Planner (paraplanner), you will play a key role in supporting advisers in the delivery of high-quality, technically robust advice. You will be part of a collaborative and technically strong team, where Wealth Planners are valued as specialists and not just report writers, contributing directly to client outcomes and the ongoing development of firm-wide standards. The role involves close collaboration with advisers and the client services team, as well as exposure to complex client scenarios. It carries responsibility for the quality and integrity of financial planning analysis and documentation. PRINCIPAL ELEMENTS AND ACCOUNTABILITIES Working alongside Client Relationship Managers and Directors to develop comprehensive financial plans tailored to clients' individual circumstances and objectives Providing technical analysis and professional judgement on existing financial and legal arrangements Building and maintaining detailed cashflow models, and working with advisers to test assumptions, scenarios and long term outcomes Preparing suitability letters, financial plans and supporting client specific documentation and communications Attending client meetings where appropriate to support the advice process Maintaining up to date knowledge of relevant products, solutions and planning techniques to ensure advice remains informed and appropriate QUALIFICATIONS AND EXPERIENCE Likely to be educated to degree or equivalent level Minimum Level 4 qualified and working to or already Chartered. With Significant experience in a Paraplanning role within a regulated firm. Evidence of ability to apply technical product knowledge to client situations in a high net worth environment Demonstrable ability to apply technical knowledge pragmatically to real client situations COMPETENCIES, SKILLS AND BEHAVIOURS Excellent organisational skills, able to prioritise and juggle multiple demands on time Strong interpersonal skills to work across the business at all levels Clear and effective communication skills, with the ability to explain complex matters both verbally and in writing High attention to detail and strong numerical capability A collaborative team focused approach, with a willingness to share knowledge and contribute to collective standards Openness to adopting new technology new and systems to improve efficiency, quality and client experience No agencies please unless we have an existing relationship and have already requested your assistance with this role. Speculative CVs sent by agencies will not be considered.
