Paraplanner- REMOTE ROLE A truly exciting opportunity for a Paraplanner to join one of UKs leading wealth management and financial advisory specialist based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any busines click apply for full job details
Jul 06, 2025
Full time
Paraplanner- REMOTE ROLE A truly exciting opportunity for a Paraplanner to join one of UKs leading wealth management and financial advisory specialist based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any busines click apply for full job details
Your new company Due to growth, an excellent opportunity has arisen for a Paraplanner. We are a well-established firm of IFAs, known for our strong client relationships, supportive working environment and collaborative, inclusive culture. Based in Leeds with hybrid working options. Your new role Your new job role will involve you being at the core of the advice process, working closely with adviser click apply for full job details
Jul 06, 2025
Full time
Your new company Due to growth, an excellent opportunity has arisen for a Paraplanner. We are a well-established firm of IFAs, known for our strong client relationships, supportive working environment and collaborative, inclusive culture. Based in Leeds with hybrid working options. Your new role Your new job role will involve you being at the core of the advice process, working closely with adviser click apply for full job details
This Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality of work and leading from the front In addit click apply for full job details
Jul 06, 2025
Full time
This Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality of work and leading from the front In addit click apply for full job details
This hybrid-based Paraplanner job in Glasgow is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be joining their existing team of Paraplanners who provide paraplanning support to their team of Financial Advisors. You will be involved in assisting the business provide holistic financial planning and cashflow click apply for full job details
Jul 05, 2025
Full time
This hybrid-based Paraplanner job in Glasgow is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be joining their existing team of Paraplanners who provide paraplanning support to their team of Financial Advisors. You will be involved in assisting the business provide holistic financial planning and cashflow click apply for full job details
This hybrid-based Paraplanner job in Sitrling, Falkirk is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be joining their existing team of Paraplanners who provide paraplanning support to their team of Financial Advisors. You will be involved in assisting the business provide holistic financial planning and click apply for full job details
Jul 05, 2025
Full time
This hybrid-based Paraplanner job in Sitrling, Falkirk is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be joining their existing team of Paraplanners who provide paraplanning support to their team of Financial Advisors. You will be involved in assisting the business provide holistic financial planning and click apply for full job details
Location London Salary £50000 - £55000 TypePermanent WorkplaceHybrid Ref88034 Recruiter Managing This Role Role:Paraplanner Location: The City, London, 1-2 days a week Salary: £50,000 £55,000 A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practiceare looking to grow their Private Client team by bringing on a Level 4 qualified Paraplanner to directly supportone Financial Adviser with looking after a busy and growing high-net-worth client bank. You will join a team that has been awardedBest Financial Adviser to Work for award for multiple years. This company provides a trustworthy, and integrated approach to advice, with the importance of values being at the heart of their business. They have an excellent reputation within the industry and are looking to expand their team in a period of growth. Please note: To be considered for this role you must be Level 4 qualified (ideally viaCII) and have at least 3years of relevant experience in a similar role. You will have the opportunity to: Directly supportwith high-net-worth clients on complex casesGatherresearch and analyseinformationProduct suitability letters and reportsConduct cash flow modellingConstruct financial plans with the AdviserKeep up to date with technical, legislative and regulatory changesSupervisethe work of the Administrators You are able to progress in this positionthrough guided professional development plans, and the full support to take furtherFinancial Planning exams. Whats needed to be considered? In order to be considered for this unique opportunity, candidates need to have 3+ years of experience in a Paraplanning positionHold Level 4 Diploma in Financial Planningby CIIExperience using IO and Voyant is desirableProven experience of providing quality support to Financial PlannersHave excellent knowledge of investment, life and pensions products and current legislationExperience with cashflow modelling Whats on offer? Competitive salary up to £55,000Discretionary annual bonus of 10%7.5% Employer Pension contributionHybrid working 1-2 days a week in the London officeComprehensive benefits and bonus packagePrivate Medical InsuranceContinual learning and development
Jul 05, 2025
Full time
Location London Salary £50000 - £55000 TypePermanent WorkplaceHybrid Ref88034 Recruiter Managing This Role Role:Paraplanner Location: The City, London, 1-2 days a week Salary: £50,000 £55,000 A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practiceare looking to grow their Private Client team by bringing on a Level 4 qualified Paraplanner to directly supportone Financial Adviser with looking after a busy and growing high-net-worth client bank. You will join a team that has been awardedBest Financial Adviser to Work for award for multiple years. This company provides a trustworthy, and integrated approach to advice, with the importance of values being at the heart of their business. They have an excellent reputation within the industry and are looking to expand their team in a period of growth. Please note: To be considered for this role you must be Level 4 qualified (ideally viaCII) and have at least 3years of relevant experience in a similar role. You will have the opportunity to: Directly supportwith high-net-worth clients on complex casesGatherresearch and analyseinformationProduct suitability letters and reportsConduct cash flow modellingConstruct financial plans with the AdviserKeep up to date with technical, legislative and regulatory changesSupervisethe work of the Administrators You are able to progress in this positionthrough guided professional development plans, and the full support to take furtherFinancial Planning exams. Whats needed to be considered? In order to be considered for this unique opportunity, candidates need to have 3+ years of experience in a Paraplanning positionHold Level 4 Diploma in Financial Planningby CIIExperience using IO and Voyant is desirableProven experience of providing quality support to Financial PlannersHave excellent knowledge of investment, life and pensions products and current legislationExperience with cashflow modelling Whats on offer? Competitive salary up to £55,000Discretionary annual bonus of 10%7.5% Employer Pension contributionHybrid working 1-2 days a week in the London officeComprehensive benefits and bonus packagePrivate Medical InsuranceContinual learning and development
Competitive commission based role USD / Month Salary: Competitive commission based role Our client, a rapidly growing international financial advisory firm, is seeking experienced Financial Advisers and Paraplanners with expertise in pensions and investments . Their current advisers are at full capacity, and theycan't keep up with the number of enquiries they arereceiving -an exciting "problem" to have as a business! This is a fantastic opportunity to join a thriving firm that provides full support, qualified leads, and a global client base. What They're Looking For: Qualifications: Candidates must hold UK or US financial qualifications , as these are the firm's primary client demographics. Experience: Prior experience as a Financial Adviser or Paraplanner, with solid expertise in UK or US pensions and investments . Skills: Strong IT proficiency and organizational abilities are essential. Role Highlights: Self-Employed Position - Work remotely from anywhere in the world. Global Client Base - Advise clients across multiple countries. All Leads Provided - No need to source your own clients; all leads are inbound enquiries. Meetings Booked for You - The firm's team handles scheduling, allowing you to focus on delivering expert advice. Full Administrative Support - A dedicated team assists with paperwork and client management. Generous Commission Splits - Competitive, ongoing commission structures with excellent long-term earning potential. Requirements: On-site in Spain: You must have an EU passport or residence and/or Spanish NIE card. For remote propositions, no Spanish ties or residence required. Demonstrated success in wealth management or financial advisory roles. Efficient time management skills with a capacity for autonomous work. Strong communication abilities enabling effective engagement with diverse individuals. High levels of ambition and a drive to achieve success. Proactive approach to performance, taking ownership of outcomes. Our client operates as a fee-based, holistic advisory firm , ensuring that all financial advice is comprehensive, unbiased, and tailored to each client's needs. This is an ideal opportunity for financial professionals seeking flexibility, full support, and unlimited earning potential within a dynamic and fast-growing firm . Interested? Apply today! Please note: This position would typically suit UK qualified IFA candidates or those with USA financial services qualifications ie FINRA Series 7 and Series 65. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales aspirations.
Jul 05, 2025
Full time
Competitive commission based role USD / Month Salary: Competitive commission based role Our client, a rapidly growing international financial advisory firm, is seeking experienced Financial Advisers and Paraplanners with expertise in pensions and investments . Their current advisers are at full capacity, and theycan't keep up with the number of enquiries they arereceiving -an exciting "problem" to have as a business! This is a fantastic opportunity to join a thriving firm that provides full support, qualified leads, and a global client base. What They're Looking For: Qualifications: Candidates must hold UK or US financial qualifications , as these are the firm's primary client demographics. Experience: Prior experience as a Financial Adviser or Paraplanner, with solid expertise in UK or US pensions and investments . Skills: Strong IT proficiency and organizational abilities are essential. Role Highlights: Self-Employed Position - Work remotely from anywhere in the world. Global Client Base - Advise clients across multiple countries. All Leads Provided - No need to source your own clients; all leads are inbound enquiries. Meetings Booked for You - The firm's team handles scheduling, allowing you to focus on delivering expert advice. Full Administrative Support - A dedicated team assists with paperwork and client management. Generous Commission Splits - Competitive, ongoing commission structures with excellent long-term earning potential. Requirements: On-site in Spain: You must have an EU passport or residence and/or Spanish NIE card. For remote propositions, no Spanish ties or residence required. Demonstrated success in wealth management or financial advisory roles. Efficient time management skills with a capacity for autonomous work. Strong communication abilities enabling effective engagement with diverse individuals. High levels of ambition and a drive to achieve success. Proactive approach to performance, taking ownership of outcomes. Our client operates as a fee-based, holistic advisory firm , ensuring that all financial advice is comprehensive, unbiased, and tailored to each client's needs. This is an ideal opportunity for financial professionals seeking flexibility, full support, and unlimited earning potential within a dynamic and fast-growing firm . Interested? Apply today! Please note: This position would typically suit UK qualified IFA candidates or those with USA financial services qualifications ie FINRA Series 7 and Series 65. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales aspirations.
This Paraplanner job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise click apply for full job details
Jul 05, 2025
Full time
This Paraplanner job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise click apply for full job details
Entry Level Paraplanner 28,000 per annum + Bonus Colchester, Essex Monday-Friday, 9am-5pm MUST drive due to the location of the business Are you ready to kickstart your career in the exciting world of Financial Services? We're on the lookout for an enthusiastic and dedicated Entry Level Paraplanner to join my clients' small team in the outskirts of Colchester! If you have a passion for numbers, a keen eye for detail, and a desire to learn and grow, this is the perfect opportunity for you! Key Responsibilities As an Entry Level Paraplanner, you will play a crucial role in supporting the Financial Advisers. Your day-to-day activities will include: Conducting thorough research on Pension, Investment, and Protection options Preparing Discussion Documents for Financial Adviser Meetings Managing the Pre-Submission Process efficiently Crafting detailed Suitability Reports Arranging the Advisor's diary and arranging annual reviews Running the Advisor back-office system Welcoming clients and ensuring a positive experience during Adviser meetings Point of contact for the clients on behalf of the Advisor Ideal Skills To thrive in this role, you should possess: The ability to work under pressure and remain composed A fast-learning ability to adapt to the vibrant environment Meticulous attention to detail to ensure accuracy in all tasks Strong problem-solving skills to tackle challenges head-on Excellent time management skills to meet deadlines Comfortable with numbers, as you will be working with financial data regularly A genuine desire to learn, develop, and progress within the Financial Services sector Qualifications We're looking for candidates who meet the following criteria: A or B in GCSE Maths is essential Strong A Levels or a graduate CII Financial Adviser Exam or exams are ideal, but not mandatory What my client offers You will benefit from: Opportunities for professional development and progression including sponsorship for financial services related qualifications A supportive and friendly team environment A comprehensive benefits package, including pension plans Pay rises for each financial services related exam passed If you're ready to embark on an exciting career journey in Financial Services and meet the qualifications above, we would love to hear from you! Apply Now! Don't miss out on this fantastic opportunity to become part of a forward-thinking company that values growth and development. Send your CV today and take the first step towards a rewarding career as an Entry Level Paraplanner! Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jul 05, 2025
Full time
Entry Level Paraplanner 28,000 per annum + Bonus Colchester, Essex Monday-Friday, 9am-5pm MUST drive due to the location of the business Are you ready to kickstart your career in the exciting world of Financial Services? We're on the lookout for an enthusiastic and dedicated Entry Level Paraplanner to join my clients' small team in the outskirts of Colchester! If you have a passion for numbers, a keen eye for detail, and a desire to learn and grow, this is the perfect opportunity for you! Key Responsibilities As an Entry Level Paraplanner, you will play a crucial role in supporting the Financial Advisers. Your day-to-day activities will include: Conducting thorough research on Pension, Investment, and Protection options Preparing Discussion Documents for Financial Adviser Meetings Managing the Pre-Submission Process efficiently Crafting detailed Suitability Reports Arranging the Advisor's diary and arranging annual reviews Running the Advisor back-office system Welcoming clients and ensuring a positive experience during Adviser meetings Point of contact for the clients on behalf of the Advisor Ideal Skills To thrive in this role, you should possess: The ability to work under pressure and remain composed A fast-learning ability to adapt to the vibrant environment Meticulous attention to detail to ensure accuracy in all tasks Strong problem-solving skills to tackle challenges head-on Excellent time management skills to meet deadlines Comfortable with numbers, as you will be working with financial data regularly A genuine desire to learn, develop, and progress within the Financial Services sector Qualifications We're looking for candidates who meet the following criteria: A or B in GCSE Maths is essential Strong A Levels or a graduate CII Financial Adviser Exam or exams are ideal, but not mandatory What my client offers You will benefit from: Opportunities for professional development and progression including sponsorship for financial services related qualifications A supportive and friendly team environment A comprehensive benefits package, including pension plans Pay rises for each financial services related exam passed If you're ready to embark on an exciting career journey in Financial Services and meet the qualifications above, we would love to hear from you! Apply Now! Don't miss out on this fantastic opportunity to become part of a forward-thinking company that values growth and development. Send your CV today and take the first step towards a rewarding career as an Entry Level Paraplanner! Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Description: Mortgage Paraplanner / Mortgage Administrator A high performing independent Mortgage Brokerage is expanding their operation and they require an additional Mortgage Administrator / Para planner to join their flourishing and expanding team in their new offices, in order to support this exciting period of company growth. The successful applicant will cover the administration of several Mortgage Brokers. Two different salary bands are on offer depending on whether the successful applicant comes on board as a Mortgage Administrator or as a more experienced Paraplanner. The salary will depend on the candidates overall experience and exposure to the full mortgage sales process. Mortgage Paraplanner / Mortgage Administrator - Skills Required: Previous Mortgage Administration experience is essential for this role Proficiency in MS Office, Word, Excel and Outlook Superior organisational skills and dedication to completing projects in a timely manner Excellent communication skills Professional and reliable High level of attention to detail Mortgage Paraplanner / Mortgage Administrator - Duties: Building client profiles within the CRM Completing and submitting decision in principles Completing and submitting full mortgage applications Completing and submitting insurance related applications Liaising with clients to collate documents and other information required for a full mortgage application Chasing lenders, providers, solicitors, estate agents and other third parties to ensure each case completes as swiftly and smoothly as possible Ensuring the broker submissions are compliant Experience dealing with the protection side of the business; medical questionnaires, GP reports, etc is preferential and would be a distinct advantage Mortgage Paraplanner / Mortgage Administrator - The Package: £30,000 - £40,000 Basic Salary Plus discretionary bonuses 5 day working week (Monday - Friday) Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jul 05, 2025
Full time
Description: Mortgage Paraplanner / Mortgage Administrator A high performing independent Mortgage Brokerage is expanding their operation and they require an additional Mortgage Administrator / Para planner to join their flourishing and expanding team in their new offices, in order to support this exciting period of company growth. The successful applicant will cover the administration of several Mortgage Brokers. Two different salary bands are on offer depending on whether the successful applicant comes on board as a Mortgage Administrator or as a more experienced Paraplanner. The salary will depend on the candidates overall experience and exposure to the full mortgage sales process. Mortgage Paraplanner / Mortgage Administrator - Skills Required: Previous Mortgage Administration experience is essential for this role Proficiency in MS Office, Word, Excel and Outlook Superior organisational skills and dedication to completing projects in a timely manner Excellent communication skills Professional and reliable High level of attention to detail Mortgage Paraplanner / Mortgage Administrator - Duties: Building client profiles within the CRM Completing and submitting decision in principles Completing and submitting full mortgage applications Completing and submitting insurance related applications Liaising with clients to collate documents and other information required for a full mortgage application Chasing lenders, providers, solicitors, estate agents and other third parties to ensure each case completes as swiftly and smoothly as possible Ensuring the broker submissions are compliant Experience dealing with the protection side of the business; medical questionnaires, GP reports, etc is preferential and would be a distinct advantage Mortgage Paraplanner / Mortgage Administrator - The Package: £30,000 - £40,000 Basic Salary Plus discretionary bonuses 5 day working week (Monday - Friday) Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
This Paraplanner job in Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise click apply for full job details
Jul 05, 2025
Full time
This Paraplanner job in Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise click apply for full job details
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title : Paraplanner Location :Summertown, Oxford (Office-based) Benefits : 25 days annual leave plus bank holidays Additional holiday entitlement: +1 day for every full year of service (up to 30 days) Extra day off for your birthday (if it falls on a working day) Annual Mental Health Day 7% pension contribution Salary :£32,000 £40,000 per annu click apply for full job details
Jul 04, 2025
Full time
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title : Paraplanner Location :Summertown, Oxford (Office-based) Benefits : 25 days annual leave plus bank holidays Additional holiday entitlement: +1 day for every full year of service (up to 30 days) Extra day off for your birthday (if it falls on a working day) Annual Mental Health Day 7% pension contribution Salary :£32,000 £40,000 per annu click apply for full job details
Paraplanner Location - Whitstable (CT5) Salary - £30,000 to £40,000 (DoE) Hours - Full-Time We are a Senior SJP Partner Practice in Whitstable looking to appoint an experienced Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to m click apply for full job details
Jul 04, 2025
Full time
Paraplanner Location - Whitstable (CT5) Salary - £30,000 to £40,000 (DoE) Hours - Full-Time We are a Senior SJP Partner Practice in Whitstable looking to appoint an experienced Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to m click apply for full job details
Premier Jobs UK Limited
Bromsgrove, Worcestershire
Do you have experience managing a team of Paraplanners and seeking your next role as Paraplanning Manager? Our client, is a national IFA firm who are looking for an experienced individual to manage a team of Paraplanners, acting as their line manager and ensuring the team produce efficient and accurate research and reports for their IFAs click apply for full job details
Jul 04, 2025
Full time
Do you have experience managing a team of Paraplanners and seeking your next role as Paraplanning Manager? Our client, is a national IFA firm who are looking for an experienced individual to manage a team of Paraplanners, acting as their line manager and ensuring the team produce efficient and accurate research and reports for their IFAs click apply for full job details
Paraplanner Weston-super-Mare (or Exeter or Plymouth) Hybrid - 3 days office/2 days home Are you looking to develop your career and work for a leading financial service firm in the South West of England? The organisation is committed to empowering their clients to achieve their financial goals click apply for full job details
Jul 04, 2025
Full time
Paraplanner Weston-super-Mare (or Exeter or Plymouth) Hybrid - 3 days office/2 days home Are you looking to develop your career and work for a leading financial service firm in the South West of England? The organisation is committed to empowering their clients to achieve their financial goals click apply for full job details
Wealth Management - Paraplanner (Maternity cover) Job Description This role is a 12months Maternity Cover. To support the Wealth Planners and Investment Managers to compliantly and effectively conduct the advice process by writing high quality, low risk, compliant suitability reports. To support the Head of Paraplanning in driving any advice or operational process change, through collaboration, ensuring appropriate training to the relevant parties, to improve the overall efficiency and productivity of the Paraplanning team To be involved with proposition project work when nominated to do so by the Head of Paraplanning. Key Responsibilities: Supporting Client Management Work with Head of Paraplanning to deliver a client centric culture and to develop the Wealth Planning team into a centre of excellence for client service and planning expertise. Support the Wealth Planners and Investment Managers in developing, growing and retaining their portfolio of HNW clients through undertaking product and fund research and analysis of client data to prepare compliant suitability reports. To work collaboratively with Training & Competence (T&C) and Compliance to produce high quality, low risk suitability reports and files in line with advice standards. Attend client meetings with the Wealth Planner/Banker/Investment Manager as and when required. Produce cashflow reports using Voyant and assist the Wealth Planner in the delivery and presentation of the cashflow to clients as requested by the Wealth Planner. To update all relevant trackers as directed by the Head of Paraplanning. GeneralAdministration To provide support to the Business Management function with the review of processes and procedures and third party tools as requested by Head of Paraplanning. To liaise with Product Governance with regards to provider liaison and product testing. Supporting the Head of Paraplanning in quality assurance controls in areas such as file checking, product research and preparing suitability letters (tools and systems used include Financial Express Analytics, Exchange, SelectAPension, ThreeSixty, Martin Churchill and Voyant). To contribute to the design and maintenance of advice and communication templates, and process design by liaising with T&C as necessary, as directed by the Head of Paraplanning. Risk: To provide support to the Business Management function with the review of processes and procedures and third party tools as requested by Head of Paraplanning. To liaise with Product Governance with regards to provider liaison and product testing. Supporting the Head of Paraplanning in quality assurance controls in areas such as file checking, product research and preparing suitability letters (tools and systems used include Financial Express Analytics, Exchange, SelectAPension, ThreeSixty, Martin Churchill and Voyant). To contribute to the design and maintenance of advice and communication templates, and process design by liaising with T&C as necessary, as directed by the Head of Paraplanning. Risk: Responsible for managing risks inherent to the role by diligently observing internal policies and procedures. Key Interfaces: Head of Advice Head of Paraplanning Wealth Planners, Senior Paraplanners, Paraplanners, Wealth Management Assistants Investment Management team Wealth Management Business Management team Training & Competence team Compliance team Private/Commercial Banking team Regional Office Heads (if based in regional office) Third Party Providers Clients (and client representatives) Person Specification Knowledge/Experience/Skills: Some experience of Paraplanning desirable. Good knowledge of holistic Wealth Planning considerations and advice construction disciplines is desirable. Good knowledge of investment, pensions, protection, estate planning and banking matters relevant to holistic Wealth Planning solutions is desirable. A good understanding of the High Net Worth (HNW) segment and market is desirable. A sound understanding of the regulated Financial Planning environment. Skills Competency and sound operating knowledge of technical systems and packages (Salesforce, Financial Express Analytics, Exchange, SelectAPension, ThreeSixty, Martin Churchill and Voyant), including Microsoft Office is desirable. Work collaboratively and demonstrate upskilling of professional development. Strong interpersonal and relationship skills. Able to maintain high level of confidentiality, diplomacy and discretion. Excellent attention to detail. Excellent self-organisation and must be able to manage oneself. Possess the ability to prioritise, effectively multi-task, and deliver against demanding timescales. Positive attitude, energy and drive. Qualifications: Attained Diploma in Financial Planning (DipPFS) (level 4 or equivalent) status. Team Working Performance Focus Commercial Focus Client Focus Creativity Change Planning and Reviewing Problem Solving and Judgment Working Proactively About Us Life, Work and Benefits Arbuthnot Latham is committed to equal-opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people. Competitive salary, pension & holiday allowance BUPA Health cover 4x Life Assurance Discretionary bonus Market leading maternity/paternity and menopause policies Data Privacy and Reasonable adjustments We take keeping your data security seriously. For more detail on how we may keep your data please refer to our Privacy Notice Reasonable adjustments : Please let us know of any adjustments or arrangements that you may need to help you apply to this role or that will help you during the recruitment process. If you wish to discuss any particular requirements or concerns you have because of a disability or medical condition please contact us . Information you provide about any disability or medical condition will remain confidential unless it is necessary to disclose it to other members of staff or outside agencies to ensure the health and safety of yourself and others, or to implement the adjustments you require. In these circumstances we will first discuss with you how and to whom the information may be disclosed.
Jul 04, 2025
Full time
Wealth Management - Paraplanner (Maternity cover) Job Description This role is a 12months Maternity Cover. To support the Wealth Planners and Investment Managers to compliantly and effectively conduct the advice process by writing high quality, low risk, compliant suitability reports. To support the Head of Paraplanning in driving any advice or operational process change, through collaboration, ensuring appropriate training to the relevant parties, to improve the overall efficiency and productivity of the Paraplanning team To be involved with proposition project work when nominated to do so by the Head of Paraplanning. Key Responsibilities: Supporting Client Management Work with Head of Paraplanning to deliver a client centric culture and to develop the Wealth Planning team into a centre of excellence for client service and planning expertise. Support the Wealth Planners and Investment Managers in developing, growing and retaining their portfolio of HNW clients through undertaking product and fund research and analysis of client data to prepare compliant suitability reports. To work collaboratively with Training & Competence (T&C) and Compliance to produce high quality, low risk suitability reports and files in line with advice standards. Attend client meetings with the Wealth Planner/Banker/Investment Manager as and when required. Produce cashflow reports using Voyant and assist the Wealth Planner in the delivery and presentation of the cashflow to clients as requested by the Wealth Planner. To update all relevant trackers as directed by the Head of Paraplanning. GeneralAdministration To provide support to the Business Management function with the review of processes and procedures and third party tools as requested by Head of Paraplanning. To liaise with Product Governance with regards to provider liaison and product testing. Supporting the Head of Paraplanning in quality assurance controls in areas such as file checking, product research and preparing suitability letters (tools and systems used include Financial Express Analytics, Exchange, SelectAPension, ThreeSixty, Martin Churchill and Voyant). To contribute to the design and maintenance of advice and communication templates, and process design by liaising with T&C as necessary, as directed by the Head of Paraplanning. Risk: To provide support to the Business Management function with the review of processes and procedures and third party tools as requested by Head of Paraplanning. To liaise with Product Governance with regards to provider liaison and product testing. Supporting the Head of Paraplanning in quality assurance controls in areas such as file checking, product research and preparing suitability letters (tools and systems used include Financial Express Analytics, Exchange, SelectAPension, ThreeSixty, Martin Churchill and Voyant). To contribute to the design and maintenance of advice and communication templates, and process design by liaising with T&C as necessary, as directed by the Head of Paraplanning. Risk: Responsible for managing risks inherent to the role by diligently observing internal policies and procedures. Key Interfaces: Head of Advice Head of Paraplanning Wealth Planners, Senior Paraplanners, Paraplanners, Wealth Management Assistants Investment Management team Wealth Management Business Management team Training & Competence team Compliance team Private/Commercial Banking team Regional Office Heads (if based in regional office) Third Party Providers Clients (and client representatives) Person Specification Knowledge/Experience/Skills: Some experience of Paraplanning desirable. Good knowledge of holistic Wealth Planning considerations and advice construction disciplines is desirable. Good knowledge of investment, pensions, protection, estate planning and banking matters relevant to holistic Wealth Planning solutions is desirable. A good understanding of the High Net Worth (HNW) segment and market is desirable. A sound understanding of the regulated Financial Planning environment. Skills Competency and sound operating knowledge of technical systems and packages (Salesforce, Financial Express Analytics, Exchange, SelectAPension, ThreeSixty, Martin Churchill and Voyant), including Microsoft Office is desirable. Work collaboratively and demonstrate upskilling of professional development. Strong interpersonal and relationship skills. Able to maintain high level of confidentiality, diplomacy and discretion. Excellent attention to detail. Excellent self-organisation and must be able to manage oneself. Possess the ability to prioritise, effectively multi-task, and deliver against demanding timescales. Positive attitude, energy and drive. Qualifications: Attained Diploma in Financial Planning (DipPFS) (level 4 or equivalent) status. Team Working Performance Focus Commercial Focus Client Focus Creativity Change Planning and Reviewing Problem Solving and Judgment Working Proactively About Us Life, Work and Benefits Arbuthnot Latham is committed to equal-opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people. Competitive salary, pension & holiday allowance BUPA Health cover 4x Life Assurance Discretionary bonus Market leading maternity/paternity and menopause policies Data Privacy and Reasonable adjustments We take keeping your data security seriously. For more detail on how we may keep your data please refer to our Privacy Notice Reasonable adjustments : Please let us know of any adjustments or arrangements that you may need to help you apply to this role or that will help you during the recruitment process. If you wish to discuss any particular requirements or concerns you have because of a disability or medical condition please contact us . Information you provide about any disability or medical condition will remain confidential unless it is necessary to disclose it to other members of staff or outside agencies to ensure the health and safety of yourself and others, or to implement the adjustments you require. In these circumstances we will first discuss with you how and to whom the information may be disclosed.
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Jul 04, 2025
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Paraplanner, Cheshire, with a strong element of home working. Salary up to £45k dependent upon experience, excellent benefits and opportunities for progression. This would be a perfect opportunity if you are based anywhere that is accessible to the Cheshire area. Are you a career minded individual looking to join a rapidly growing team and support a successful business in its next stage of developme click apply for full job details
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors click apply for full job details
Jul 04, 2025
Full time
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors click apply for full job details
