21 jobs found

Are you on the lookout for a fresh career opportunity? If so, we are working with one of the UK's leading financial planning business as they are seeking driven individuals from diverse backgrounds intrigued by the prospects of becoming financial advisers. This profession offers: Flexibility to balance work and family life effectively. Lucrative financial perks coupled with avenues for advancement. Personal fulfillment derived from engaging in meaningful and gratifying work. Currently, the client is seeking candidates for its full-time programme. Successful applicants will gain: Full coverage from expert tutoring and access to an online curriculum to attain the Level 4 CII Qualification - Diploma in Regulated Financial Advice. Entry into a self-employed Adviser role upon qualification building your own empire. If you're already part of the financial services realm, you understand the soaring demand for financial planners and the exciting prospects in this field. Alternatively, if you're transitioning from another industry, this academy is dedicated to facilitating your entry into this promising sector. If you resonate with the following statements, we'd love to connect with you: I aspire to establish my own venture as a financial planner. I'm considering a career switch or re-entering the workforce. I possess a strong work ethic, diligence, and attention to detail. I am ethically inclined and committed to adhering to regulations. I excel in communication and relationship-building. Curious about the dynamics of working as a Financial Adviser? Let's discuss the dynamic and rewarding nature of this profession. In the interim, here's a glimpse into what you could be engaged in: Cultivating new client opportunities to expand your clientele. Guiding clients towards prudent financial decisions aligned with their objectives. Crafting comprehensive financial plans to steer clients towards their goals. Offering counsel on contemporary financial matters and providing recommendations. Cultivating new business avenues and fostering introducer relationships. Tailoring financial strategies to accommodate clients' evolving requirements. Nurturing enduring client relationships and upholding industry knowledge. Simply submit your application below to receive a webinar invitation where we'll delve deeper into the benefits we offer, how you stand to gain, and the subsequent steps forward.

This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to £40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Trainee Paraplanner Rayleigh £30,000 to £35,000 Monday to Friday 9am to 5pm Are you an ambitious, detail-focused professional with experience in financial services, financial advice, or wealth management? Do you want to take the next step in your career and progress towards becoming a qualified paraplanner? This is your opportunity to join a growing independent financial planning firm and build a rewarding career. The Role We're seeking a motivated Administrator with financial services experience, eager to develop into a paraplanner and take their career to the next level. This role comes with a structured path into paraplanning, including fully funded exam support and study resources. You'll take pride in getting things right, enjoy working in a structured, regulated environment, and understand the importance of accuracy and compliance. For the right candidate, there is clear scope to develop your skills, gain technical knowledge and progress into a paraplanning role. You'll benefit from a structured career path, with fully funded exam support and study resources provided. Key Responsibilities You'll play an integral part in the smooth running of the business and client experience, including: Support advisers and paraplanners in creating and delivering financial plans Issue, chase and summarise Letters of Authority (LOAs) Liaise with providers regarding LOAs and new business submissions Processing new business accurately and efficiently across several platforms, including placing trades, running reports and illustrations Maintain client records and back-office systems Monitor cases to ensure timely progression and clear communication Contribute ideas to improve processes and workflows Provide general administrative support to the wider team Must-Have Criteria Previous experience (ideally 2+ years) as an administrator within financial advice, wealth management or financial planning Strong organisational skills and exceptional attention to detail Dependable, proactive and a true team player who takes ownership of their work Professional verbal and written communication skills Passionate about financial services and committed to progressing into a paraplanning role, including taking exams Desirable Experience using platforms like 2plan Back Office, Fintegrate, Mabel, Selectapension, Voyant or The Exchange Familiarity with providers such as Aviva, 7IM, Quilter, Royal London or Prudential Interest in developing technical knowledge to support a long-term career in paraplanning Why This Role? £30,000 to £35,000 (depending on experience) Fully funded exam support, including study leave and exam entry Parking season ticket - Fully funded Supportive team environment with genuine career development opportunities Opportunity to make a real impact on clients' lives and the business This is an exciting opportunity for someone career-focused, dedicated and ready to take the next step in financial services. If you're looking to grow into a paraplanning role and thrive in a structured, client-focused environment, we want to hear from you! Contact Louise at 121 Personnel to arrange an informal chat!

Paraplanner Location: Hybrid working Job Type: Full-time, Permanent Salary: £33,000 - £60,000 Join one of the UK's leading independent financial advisory and wealth management firms as a Paraplanner. This role offers a dynamic work environment where you will be integral in delivering high-quality financial planning support. Day-to-day of the role: Conduct comprehensive financial research within set Service Level Agreements (SLAs) on products and investments using company-approved research tools. Prepare and deliver bespoke investment reports to clients by analysing existing investment portfolios and comparing them against suitable benchmarks. Interpret complex plan information to complete transfer analysis and prepare complex financial planning reports in multiple areas. Research and review new and existing legislation and technical/product information to support your role. Engage in firm research projects, ensuring adherence to deadlines. Required Skills & Qualifications: Diploma in Financial Planning. Demonstrated knowledge, interest, and experience in personal financial planning and the construction of financial planning research and suitability reports. Experience in an IFA environment with a track record of quality communication and constructive feedback. High standard of written and numerical skills. Strong report-writing skills with a high level of accuracy and attention to detail. Proficiency in Microsoft Office. Key Risk Responsibilities: Ensure completion of assigned tasks with adherence to SLAs. Deliver accurate and thorough research, calculations, New Business Investment Reports, and Financial Planning Reports (FPRs) to advisers. Contribute to the technical and regulatory development of advisers and/or staff on specific cases. Assist in the development of Trainee Advice Technicians through technical and regulatory guidance. Benefits: Salary - £33,000 - £60,000 Flexible working options Competitive 25-day holiday allowance with annual buy & sell scheme options. Enjoy your birthday off and additional holidays for long service. Social perks including annual Christmas and Summer parties. Contributory pension scheme - Employee contribution of 4%, employer contribution of 5% Death-in-service benefit - X 4 Discretionary annual bonus following completion of a year's service. Health and wellbeing support through the MediCash app, including cashback on health and wellbeing initiatives and discounted health club memberships. Professional development opportunities with tailored learning and development programmes. Shopping discounts and cashback on everyday purchases from a variety of retailers, plus access to free online training courses. To apply for the Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.

We are currently recruiting on behalf of a leading UK financial planning and wealth management firm for an experienced Senior Paraplanner to join their growing technical team. Our client is a top-tier, nationally recognised financial planning business, with offices across the UK and a strong reputation for delivering high-quality, client-focused advice. Known as one of the leading names within the UK financial planning market, the firm combines technical excellence with a collaborative culture and offers clear long-term career progression opportunities. This is an excellent opportunity for an experienced paraplanner looking to step into a senior-level role within a high-performing environment, with the potential to progress into an Advisory/Consultant position through a structured development pathway - should you want to. The Role Working as part of a highly productive and collaborative paraplanning team, you will provide technical and research support to Financial Planners while ensuring the highest standards of client service, accuracy, and compliance. At senior level, you will also play an important role in mentoring junior team members and supporting complex case work across pensions, investments, and protection planning. Key Responsibilities Produce clear, accurate and high-quality suitability reports within agreed timescales Analyse client objectives and identify key financial planning considerations Evaluate existing financial arrangements and provide technical analysis Undertake whole-of-market research across investments, pensions and protection solutions Interpret risk analysis and assess suitability of recommendations Provide technical, research and administrative support to Financial Planners Attend client meetings where required Maintain accurate client records and ensure compliance standards are met Keep up to date with regulatory developments and industry changes Senior - Level Responsibilities Mentor and support trainee and junior paraplanners Assist with quality checking and technical oversight of reports Contribute to process improvements and business efficiency projects Act as a technical role model within the paraplanning team About You To be successful in this role, you will be an experienced technical paraplanner who enjoys working in a collaborative environment and takes pride in delivering high-quality advice support. Essential Requirements Diploma in Financial Planning (Level 4 qualified) Previous experience within an IFA / Financial Planning environment Strong suitability report writing experience Excellent technical knowledge across pensions, investments and protection Desirable Minimum 3+ years' experience in a technical paraplanning role Experience mentoring or supporting junior paraplanners Cashflow modelling experience Familiarity with Intelliflo Office and industry research tools What's on Offer Competitive salary to £55,000 plus bonus and strong company benefits Hybrid and flexible working arrangements Clear career progression pathway (including Adviser/Consultant route) Supportive and collaborative team environment Ongoing professional development and exam support Opportunity to work for a highly respected, national financial planning firm If you are an experienced Paraplanner looking to take the next step into a senior position within a well-established and forward-thinking organisation, we would love to hear from you.

We are recruiting for this well regarded financial planner in Harrow who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role. Strong IT skills IHT Experience Excellent attention to detail. Good communication and people skills. Able to work under pressure if required and with minimal supervision. Able to analyse data. Highly organised, methodical and disciplined with a good eye for detail. Able to work within defined business processes This is an excellent opportunity to develop your career with a progressive employer who believe in career progression. Core Duties and Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English. Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct. Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report. Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the precompletion of documentation ready for clients to check and sign.

We are recruiting for this well regarded financial planner in Amersham who are looking for an experienced IFA Sales support administrator/Paraplanner to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role. Strong IT skills IHT Experience Excellent attention to detail. Good communication and people skills. Able to work under pressure if required and with minimal supervision. Able to analyse data. Highly organised, methodical and disciplined with a good eye for detail. Able to work within defined business processes This is an excellent opportunity to develop your career with a progressive employer who believe in career progression. Core Duties and Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English. Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct. Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report. Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the precompletion of documentation ready for clients to check and sign.

Trainee Paraplanner - Financial Planning Firm Location: Edinburgh Working Pattern: Office-based with some hybrid flexibility Salary: up to £38,000 About the Role A fantastic opportunity has arisen for a Trainee Paraplanner to join a highly reputable financial planning firm. This role is ideal for someone with experience in a financial advice environment who is ready to take the next step into a more technical, advice-support position. You'll work closely with an experienced Financial Adviser, supporting the full advice process and developing your technical knowledge across pensions, investments, protection, and retirement planning. This is a hands-on role where you'll be involved in research, report preparation, cashflow modelling, and ongoing client review work. You'll also have the opportunity to contribute to the firm's Investment Committee and portfolio construction discussions as your knowledge grows. Key Responsibilities Support the Financial Adviser with research, preparation, and implementation of advice Carry out technical calculations across pensions and investments Prepare and present cashflow modelling scenarios for client meetings Obtain quotes, illustrations, product details, and comparisons Prepare suitability reports and pre-completion documentation for client sign-off Process new business applications, fund switches, withdrawals, and rebalances Assist with pension replacement research and due diligence Prepare valuations, review packs, performance reports, and compliance documentation Maintain accurate client records and ensure the back-office system is up to date Manage diary tasks to ensure work is tracked and completed on time Liaise with clients, advisers, product providers, and internal teams Support the Office Manager to ensure smooth day-to-day operations What We're Looking For Minimum of four years' experience in a financial planning or IFA environment Strong understanding of the financial planning process Studying towards Level 4 Diploma (preferred but not essential) Solid knowledge of pensions, investments, protection products, and trusts Confident using platforms and provider portals Excellent communication, organisation, and attention to detail Able to work independently and as part of a team Competent with MS Word, Excel, and Outlook Experience with Intelligent Office or CashCalc is beneficial but not essential Comfortable working in a fast-paced environment and following defined processes Why This Role? This is an excellent development opportunity for someone who wants to progress into a full Paraplanner role. You'll gain exposure to complex cases, cashflow modelling, investment research, and portfolio construction, with ongoing support and training to help you advance your technical skills and qualifications.

Job Title: Trainee/Junior Paraplanner Salary: £28,000 - £35,000 Location: Sheffield This is a fantastic opportunity for an ambitious financial planning professional to join a forward-thinking Independent Financial Planning firm based in Sheffield. This firm has a strong reputation in the industry and provides independent advice across a range of case types including Pensions, Investments, and Corporate Advice. With the role allowing for a financial planning administrator to become a Trainee Paraplanner, the role would suit someone who is working towards their diploma and hones some technical and report writing experience, alongside strong interpersonal skills and the desire to progress. This is a varied position and someone who is happy developing themselves and learning new skills would be ideal. In addition to a supportive working culture, this firm offers flexible working, discretionary bonus, a great holiday offering, annual leave purchase scheme, reduced professional services and some great company funded events! The Required Skills: Studying towards Level 4 Diploma qualified through the CII or equivalent Experience report writing and in a technical position (desired) Good communication skills and comfortable dealing with clients face to face, on the phone and through written correspondence. Experience with Intelligent Office would be advantageous If you are interested in hearing more about this position, please get in touch with us at Capio.

Paraplanner Hybrid Up to £45K + Benefits Career Progression Company Overview Ready to elevate your Paraplanning career in a firm that champions professional development, team collaboration, and technical excellence? Join one of the UK's leading independent wealth management firms, where you'll work alongside Chartered Advisers and gain exposure to complex planning scenarios for high-net-worth clients. With a strong culture of learning and innovation, this is more than a support role - it's a launchpad for long-term career growth. The Opportunity Salary up to £45,000 depending on experience Full-time, permanent position with hybrid working Join a progressive firm where paraplanning is recognised as a core professional function - not just a stepping stone Access structured CPD, exam support, and mentoring from senior technical professionals Your Role as a Paraplanner As a pivotal member of the advice team, you'll support Financial Advisers by crafting technically robust recommendations and ensuring every client receives a high-quality, compliant advice experience. Key Responsibilities: Conduct in-depth research across pensions, investments, protection, and estate/IHT planning Draft bespoke suitability reports aligned to each client's goals and financial circumstances Analyse client portfolios and evaluate performance against risk profiles and benchmarks Contribute to the development of sophisticated strategies for HNW clients Maintain up-to-date knowledge of financial products, tax legislation, and regulatory changes Mentor and provide guidance to junior paraplanners and trainees What We're Looking For Level 4 Diploma in Regulated Financial Planning (essential) Strong technical grounding in investments, pensions, tax wrappers, and holistic financial planning Exceptional report-writing, research, and analytical skills A detail-oriented mindset with a commitment to accuracy and compliance A collaborative and proactive attitude, with a desire to continuously improve and grow Benefits Competitive salary up to £45,000 Hybrid working model (office & remote blend) Full support toward Chartered status or further exams Private healthcare, pension scheme, life assurance, and flexible benefits A modern, supportive working environment with strong peer networks Regular team events, technical workshops, and personal development sessions How to Apply If you're a Paraplanner who's ready to take on more responsibility, deepen your technical expertise, and grow within a dynamic, forward-thinking wealth firm - apply now and discover what's possible in your career.

Senior Paraplanner - Mentor, Lead, and Shape the Future of Paraplanning Are you a Senior Paraplanner looking for an opportunity to make a real impact? If you're passionate about technical excellence and want to help develop the next generation of Paraplanners, this is the perfect role for you. Salary up to £55,000 + Hybrid working Join a leading independent wealth management firm, where you'll not only provide high-level technical support but also play a key role in mentoring, training, and guiding junior Paraplanners-helping them grow into future industry professionals. This is a full-time, permanent role with hybrid working, a competitive salary, and a supportive, forward-thinking culture that values expertise, leadership, and collaboration. Why Join Us? We're committed to excellence in financial planning-not just for our clients but for our people too. Here's what makes this opportunity stand out: A senior Paraplanning role in a Growing Wealth Management Firm - Be part of a firm managing over £10 billion in client assets, offering independent financial advice nationwide. Mentorship & Team Development - Help train and guide junior Paraplanners, fostering a culture of learning and professional growth. Career Progression - Opportunities to advance into Paraplanning Manager, Technical Specialist, or Advisory roles. Flexible Working & Holidays - Hybrid working, generous holiday allowance with buy & sell scheme, and your birthday off. Annual Bonus & Pension - Competitive salary with a discretionary bonus and a contributory pension scheme. Your Role as a Senior Paraplanner: This role is a blend of high-level technical expertise and team development, ensuring that both client outcomes and Paraplanner progression are prioritised. Conducting and reviewing complex financial research across investments, pensions, protection, and estate planning. Preparing and reviewing technical suitability reports and financial planning recommendations. Supporting high-net-worth and complex financial planning cases. Overseeing the quality of work produced by junior Paraplanners, providing technical guidance and feedback. Mentoring and coaching Trainee and Junior Paraplanners, supporting their professional growth. Assisting in shaping processes, research methodologies, and training programmes for the Paraplanning team. What We're Looking For: Diploma in Financial Planning (Level 4 Qualified) - Chartered Status or working towards it is a plus. Experience as a Paraplanner in an IFA or Wealth Management firm. Strong technical knowledge in investments, pensions, tax planning, and protection.

Job Title: Paraplanner Industry: Financial Services Location: Leicester (Hybrid) Salary: Up to £42,000 (higher salary negotiable dependent on experience and qualifications) Reference Number: 9999 Recruit UK is partnering with a leading Financial Advice firm in Leicester to recruit an 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 £42,000 (higher salary negotiable dependent on skill set) Hybrid working HNW Clients 33 days holiday (including bank holidays) Excellent Benefits: DIS, Annual leave purchase scheme, Pension Great Paraplanning team 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! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Administrator Location: Leeds - Office-based Salary: £28,000-£32,000 per annum Why Join Us? This is a career-focused IFA Administrator role offering hands-on experience in financial services and clear opportunities to progress into senior administration or office management. You'll join a small, collaborative team where your contributions make a real impact, and you'll have the chance to grow your skills across multiple platforms and client-facing tasks. Benefits: Office closed over Christmas Standard pension auto-enrolment On-site parking Flexible working options after probation (1 day per week remote possible) About the Company: We are a small, client-focused financial planning firm with a friendly, supportive culture. Our team of 4 includes 2 Financial Planners, 1 Admin, and 1 Trainee Paraplanner. We value candidates who are willing to "muck in," enjoy client interaction, and contribute to a collaborative working environment. Key Responsibilities: Process transactions across IO, Aviva, Fidelity, and Aegon Manage back-office systems and maintain IO data accuracy Support advisors with day-to-day tasks and client interactions Call clients, schedule meetings, and provide general office support Case checking with regulatory compliance Assist with any other administrative tasks as required What We're Looking For: Experienced administrator, ideally with some financial services background Organized, detail-oriented, and adaptable Strong communication and client service skills Motivated, proactive team player Ready to grow within the role of IFA Administrator Desirable Skills: 1-3 years' experience in admin or financial services How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

We're looking for an experienced Paraplanner to provide high-quality technical and planning support to Financial Planners, helping to deliver clear, well-structured and compliant advice that genuinely meets client needs. This is a varied and engaging role within a growing and supportive team, offering exposure to a broad range of planning scenarios and the opportunity to make a real contribution to client outcomes and business growth. Key responsibilities Produce clear, accurate and compliant suitability reports in a timely manner Support Financial Planners with client meeting preparation, follow-up and documentation Attend client meetings where appropriate to help capture objectives and key information Assist with ongoing client service delivery, including annual reviews and review packs Prepare cashflow modelling and supporting analysis where required Respond to client queries where appropriate, ensuring a professional and client-focused approach Work closely with the wider paraplanning team to manage workflow and meet agreed timescales Maintain a pragmatic, commercial approach to prioritisation and delivery Contribute positively to team culture, knowledge-sharing and continuous improvement Maintain accurate records, complete continuing professional development and meet training requirements Support the development of new or trainee team members where appropriate About you Previous experience working as a Paraplanner within a financial planning or wealth management firm Diploma in Regulated Financial Advice (Level 4) or equivalent Strong understanding of the end-to-end advice process across a broad range of planning areas Confident analysing products, solutions and risks to support appropriate client recommendations Solid knowledge of the regulatory environment and governance requirements Highly organised, detail-driven and comfortable managing multiple priorities Strong written and verbal communication skills, with a client-centric mindset Excellent numeracy and report-writing capability Experience using financial planning systems such as Xplan or similar Benefits Private Medical Insurance Life assurance (8x salary) Very generous pension contribution Share save scheme 25 days' holiday, with the option to buy or sell additional days

Paraplanner to Trainee Financial Adviser - Clients Provided Central London £50,000 + bonus Excellent benefits & progression A structured and supported pathway from Paraplanner to Adviser. Following another outstanding year of growth, this Chartered Financial Planning firm is expanding its advisory pipeline and is seeking a Junior Paraplanner with clear ambitions to become a Financial Adviser. The firm advises HNW and UHNW individuals and families , offering holistic financial planning including estate planning, trusts, and wills , and is widely recognised for its client-friendly, non-jargon approach. The Role This is a development-led position , designed to transition a Paraplanner into an Adviser role with: Attendance at all client meetings On-the-job adviser training and exposure Support with fact-finding, suitability, and advice delivery A long-term plan to inherit a client bank Requirements Around 18 months' Paraplanning experience Working towards the Level 4 Diploma Experience writing suitability reports Exposure to product research Strong communication skills and adviser potential Benefits £50,000 basic + bonus Clients provided Hybrid working (4 days office 3 days) Exceptional training and mentoring Clear, realistic progression into advice Please send your CV or contact us for a confidential discussion.

Are you a talented Level 6 qualified Paraplanner (or working towards) ready to step up into advice? This is an exceptional opportunity to join one of East Anglia's premier private wealth management firms, working with clients who have investable assets ranging from £1M-£20M. The firm is renowned for delivering bespoke financial planning and investment advice to high-net-worth individuals and families. With a culture built on professionalism, technical excellence and client care, this role offers a genuine opportunity to transition into an advisory career - in a highly supportive, non-sales environment. The Role: As a Client Manager, you'll play a key part in supporting the advice process from start to finish. Working closely with Senior and Associate Advisers, you'll act as the central point of contact for clients - ensuring their financial plans are delivered seamlessly and efficiently. This position bridges the gap between paraplanning and advice, making it ideal for someone ready to move into a client-facing role while continuing to develop technical depth. Key responsibilities include: Managing and coordinating the full client journey across multiple advice areas Acting as a trusted point of contact for clients and building lasting relationships Preparing financial plans, reports, and supporting documents Working collaboratively within a dedicated advice team to deliver outstanding service Ensuring compliance and attention to detail across all advice activities About You: This role will suit someone who is: Level 6 Diploma qualified (or currently working towards) An experienced paraplanner looking to transition into advice A confident communicator who enjoys client interaction Highly organised, proactive, and detail-focused Ambitious, with long-term aspirations to become a Chartered Financial Planner What's on Offer: First-class working environment - professional, collaborative, and supportive Hybrid & flexible working - 3 days in the office, 2 days remote, flexi hours Structured career development - clear pathway into advice with mentoring and study support High-quality clients - exposure to UHNW individuals and complex financial planning No sales targets - focus purely on delivering exceptional client outcomes If you're ready to take the next step in your financial planning career and want to join a forward-thinking firm with an exceptional reputation, we'd love to hear from you.

Location: Bedford Salary: Up to £55,000+ Benefits We are recruiting for this highly regarded IFA practice who are looking to expand their paraplanning team. The paraplanner has the responsibility of being the key cog in the report writing process of the the firm and you will be responsible for the quality of the reports that go to the advisers As a paraplanner you would: Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly Collate and evaluate client policy/investment/pension Writing suitability reports Researching products and funds using software such as Select A Pension, FE Analytics and Defaqto Create and maintain client files and enter details onto back-office database Liaise with Trainee Paraplanners Submitting Business on internal and external systems Create and maintain client files and enter details onto back office database Submitting Business on internal and external systems Prepare paperwork New business processing and submission to Business Quality Liaise with a range of stakeholders from compliance department to various external providers Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments, and protection products This is an excellent opportunity for the right person to make an impact on this highly reputable employer. Lots of scope to develop your career with this very attractive employer.

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.

My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!