Junior Paraplanner - Boutique Wealth Management Firm Bristol £28,000 - £40,000 Bonus Excellent Benefits Are you an IFA Administrator ready to take the next step in your career? Or a Paraplanner who's feeling stuck in a report-writing-only role and craving more involvement and technical challenge? This is your chance to join a well-established, boutique financial planning firm where client care, holistic advice, and genuine team culture come first. Our client is offering a rare opportunity to step into a cradle-to-grave Paraplanning role, with full support, real variety, and long-term growth. What's in it for you? Be part of something meaningful: This is a firm where clients are known by name, not by number. You'll be joining a highly respected business with a strong, loyal client bank and glowing testimonials to back it up. End-to-end Paraplanning exposure: From business processing and liaising with providers, through to building detailed cashflow models and writing bespoke reports - you'll be involved in everything. Supportive leadership: The business has a dedicated Operations Manager who has built outstanding processes and procedures, making the firm almost entirely paperless and the Paraplanner's role as seamless and efficient as possible. Learn and grow: The team has a brilliant track record of mentoring junior candidates into fully-fledged, technically strong Paraplanners - with full support right through to Chartered, if that's your goal. Supportive culture: With 3 advisers and 3 support staff, the team is tight-knit, encouraging, and collaborative. You'll never be just a cog in the machine. Great environment: Based in a desirable part of Bristol, the open-plan offices are just a 10-minute walk from the city centre, close to a well-connected station. Prefer to drive? No problem - they'll cover your parking permit. Package & Benefits: Salary: £28,000 - £40,000 (depending on experience) Bonus: Discretionary annual bonus Pension: 8% non-contributory Flexibility: Flexible working hours Protection: Income protection policy included Development: Full exam support (including through to Chartered) The Role: Collaborate closely with advisers and administrators Conduct full product research and due diligence Support with business processing and provider communications Prepare detailed, compliant and bespoke financial planning reports Build and update cashflow models using industry-leading tools Support client reviews and ongoing planning If you're looking for a role where you can really roll up your sleeves, be valued as a core part of the team, and make a difference to clients' lives - this could be just what you've been looking for.
Sep 02, 2025
Full time
Junior Paraplanner - Boutique Wealth Management Firm Bristol £28,000 - £40,000 Bonus Excellent Benefits Are you an IFA Administrator ready to take the next step in your career? Or a Paraplanner who's feeling stuck in a report-writing-only role and craving more involvement and technical challenge? This is your chance to join a well-established, boutique financial planning firm where client care, holistic advice, and genuine team culture come first. Our client is offering a rare opportunity to step into a cradle-to-grave Paraplanning role, with full support, real variety, and long-term growth. What's in it for you? Be part of something meaningful: This is a firm where clients are known by name, not by number. You'll be joining a highly respected business with a strong, loyal client bank and glowing testimonials to back it up. End-to-end Paraplanning exposure: From business processing and liaising with providers, through to building detailed cashflow models and writing bespoke reports - you'll be involved in everything. Supportive leadership: The business has a dedicated Operations Manager who has built outstanding processes and procedures, making the firm almost entirely paperless and the Paraplanner's role as seamless and efficient as possible. Learn and grow: The team has a brilliant track record of mentoring junior candidates into fully-fledged, technically strong Paraplanners - with full support right through to Chartered, if that's your goal. Supportive culture: With 3 advisers and 3 support staff, the team is tight-knit, encouraging, and collaborative. You'll never be just a cog in the machine. Great environment: Based in a desirable part of Bristol, the open-plan offices are just a 10-minute walk from the city centre, close to a well-connected station. Prefer to drive? No problem - they'll cover your parking permit. Package & Benefits: Salary: £28,000 - £40,000 (depending on experience) Bonus: Discretionary annual bonus Pension: 8% non-contributory Flexibility: Flexible working hours Protection: Income protection policy included Development: Full exam support (including through to Chartered) The Role: Collaborate closely with advisers and administrators Conduct full product research and due diligence Support with business processing and provider communications Prepare detailed, compliant and bespoke financial planning reports Build and update cashflow models using industry-leading tools Support client reviews and ongoing planning If you're looking for a role where you can really roll up your sleeves, be valued as a core part of the team, and make a difference to clients' lives - this could be just what you've been looking for.
Date posted: 16 August 2025 Pay: £25,000.00-£32,000.00 per year Job description: Graduate or equivalent opportunity - Wealth Planning administrator Reigate - 1 day working from home included Salary £25000 - £32000 1 year Fixed term contract - with high possibility of going permanent. Are you a recent graduate or similar and keen to gain some experience within a wealth planning environment? Are you looking for a role that can offer exposure without a huge commitment from your side? This fixed term contract offers the opportunity to gain invaluable experience within a wealth planning environment that you can then utilise when applying for more advanced roles in this field a year down the line Or perhaps you have just finished studying and are looking for a role for a year to save up, and gain experience before travelling or relocating etc? Whatever the scenario if you're looking for hands on experience without being tied into a company down the line, this client could be a great fit. And if you end up loving them and the role, then there is a high chance the role could be offered on a permanent basis if desired. Due to continued expansion and growth of client bank, our client, a well-established Wealth Management Practice based in Reigate is looking for a new individual to join their friendly and supportive team of 5, as a Wealth Planning Administrator. You will work alongside the practice manager to support the 3 advisers/Paraplanners This role is a fantastic opportunity for anyone looking for the opportunity to gain experince in a wealth planning environment and utilise the excellent training and development of wealth planning skills on offer. We have had the pleasure of placing three other members into the team, who can confirm the great training and development on offer here and have absolutely thrive during their time with the business The role is a great variation of administration and client services, and will also involve full training and development into more complex areas such as calculations and valuations and other more junior paraplanner aspects, to free up the paraplanners to focus on cases. It's a highly collaborative team and everyone's roles are really valued and supported. For this role - Any transferable skills from working within any area of financial services is desirable and any previous experience within administration and customer service would be advantageous. Benefits: The option for 1 day a week from home after probationary period of 3 months The main benefits of this role include the ultra-friendly, warm and supportive team and the option for anyone with a transferable skillset to build and grow their skills and become proficient in all aspects of Wealth Planning Administration and Client Services. There is a high probability that this role will go permanent after the fix term contract is finished, and at this point candidates can also enjoy benefits such as quarterly bonuses and full exam support including time off for the exam and the day before off to prepare. Key attributes to be successful within the role: Strong work ethic strong customer services background Thriving within a busy varied role Can do attitude Team player but also self-motivated and able to work on own initiative Keen to learn and develop skills to ensure develop best competency within the role Organisational and prioritisation skills Strong attention to detail If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
Sep 01, 2025
Full time
Date posted: 16 August 2025 Pay: £25,000.00-£32,000.00 per year Job description: Graduate or equivalent opportunity - Wealth Planning administrator Reigate - 1 day working from home included Salary £25000 - £32000 1 year Fixed term contract - with high possibility of going permanent. Are you a recent graduate or similar and keen to gain some experience within a wealth planning environment? Are you looking for a role that can offer exposure without a huge commitment from your side? This fixed term contract offers the opportunity to gain invaluable experience within a wealth planning environment that you can then utilise when applying for more advanced roles in this field a year down the line Or perhaps you have just finished studying and are looking for a role for a year to save up, and gain experience before travelling or relocating etc? Whatever the scenario if you're looking for hands on experience without being tied into a company down the line, this client could be a great fit. And if you end up loving them and the role, then there is a high chance the role could be offered on a permanent basis if desired. Due to continued expansion and growth of client bank, our client, a well-established Wealth Management Practice based in Reigate is looking for a new individual to join their friendly and supportive team of 5, as a Wealth Planning Administrator. You will work alongside the practice manager to support the 3 advisers/Paraplanners This role is a fantastic opportunity for anyone looking for the opportunity to gain experince in a wealth planning environment and utilise the excellent training and development of wealth planning skills on offer. We have had the pleasure of placing three other members into the team, who can confirm the great training and development on offer here and have absolutely thrive during their time with the business The role is a great variation of administration and client services, and will also involve full training and development into more complex areas such as calculations and valuations and other more junior paraplanner aspects, to free up the paraplanners to focus on cases. It's a highly collaborative team and everyone's roles are really valued and supported. For this role - Any transferable skills from working within any area of financial services is desirable and any previous experience within administration and customer service would be advantageous. Benefits: The option for 1 day a week from home after probationary period of 3 months The main benefits of this role include the ultra-friendly, warm and supportive team and the option for anyone with a transferable skillset to build and grow their skills and become proficient in all aspects of Wealth Planning Administration and Client Services. There is a high probability that this role will go permanent after the fix term contract is finished, and at this point candidates can also enjoy benefits such as quarterly bonuses and full exam support including time off for the exam and the day before off to prepare. Key attributes to be successful within the role: Strong work ethic strong customer services background Thriving within a busy varied role Can do attitude Team player but also self-motivated and able to work on own initiative Keen to learn and develop skills to ensure develop best competency within the role Organisational and prioritisation skills Strong attention to detail If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
Wealth Planning Administrator (SJP Practice) Location: Cliffe Woods, Kent Salary: £32,000 - £35,000 depending upon experience Hours: Full time, Hybrid Working 3 days in the office Are you currently working for a smaller SJP practice and are looking to join a larger practice? Or are you feeling like your career is developing enough with your current SJP practice? Would you like to join a company which offers hybrid working? If so, then we may have the opportunity for you The role/Company: This SJP practice is based in Cliffe Woods and working in an admin team of 8 you will be supporting 9 Advisers They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion You will have full exam support and development - whether that's completing your Diploma or continuing your Chartered exams You will be working closely with a range of Advisers and providing full admin support from start to finish As a Wealth Planning Administrator You will need previous experience within an SJP practice You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this. If you are ready for a change to an expanding SJP practice then please apply.
Sep 01, 2025
Full time
Wealth Planning Administrator (SJP Practice) Location: Cliffe Woods, Kent Salary: £32,000 - £35,000 depending upon experience Hours: Full time, Hybrid Working 3 days in the office Are you currently working for a smaller SJP practice and are looking to join a larger practice? Or are you feeling like your career is developing enough with your current SJP practice? Would you like to join a company which offers hybrid working? If so, then we may have the opportunity for you The role/Company: This SJP practice is based in Cliffe Woods and working in an admin team of 8 you will be supporting 9 Advisers They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion You will have full exam support and development - whether that's completing your Diploma or continuing your Chartered exams You will be working closely with a range of Advisers and providing full admin support from start to finish As a Wealth Planning Administrator You will need previous experience within an SJP practice You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this. If you are ready for a change to an expanding SJP practice then please apply.
Date posted: 16 August 2025 Pay: £24,420.00-£32,000.00 per year Job description: Trainee Wealth Planning Administrator - experience within other areas of financial services desirable. Reigate - 1 day working from home included Salary £25000 - £32000 1 year Fixed term contract - with high possibility of going permanent. Are you currently working within the Financial services sector and looking to build a career within Wealth Management? Perhaps you are working within a Pensions, Mortgage, investments or accounts admin role or within a provider and are keen to transition your skills into aspects of financial planning? If so, this client could be a great fit. Due to continued expansion and growth of client bank, our client, a well-established Wealth Management Practice based in Reigate is looking for a new individual to join their friendly and supportive team of 5, as a Wealth Planning Administrator. You will work alongside the practice manager to support the 3 advisers/Paraplanners This role is a fantastic opportunity for anyone looking for the opportunity to transition into a wealth planning environment and utilise the excellent training and development of wealth planning skills on offer. We have had the pleasure of placing three other members into the team, who can confirm the great training and development on offer here and have absolutely thrive during their time with the business The role is a great variation of administration and client services, and will also involve full training and development into more complex areas such as calculations and valuations and other more junior paraplanner aspects, to free up the paraplanners to focus on cases. It's a highly collaborative team and everyone's roles are really valued and supported. For this role - Any transferable skills from working within any area of financial services is desirable and they have a robust and supportive training plan in place to help build skills and experience. Benefits: The option for 1 day a week from home after probationary period of 3 months The main benefits of this role include the ultra-friendly, warm and supportive team and the option for anyone with a transferable skillset to build and grow their skills and become proficient in all aspects of Wealth Planning Administration and Client Services. There is a high probability that this role will go permanent after the fix term contract is finished, and at this point candidates can also enjoy benefits such as quarterly bonuses and full exam support including time off for the exam and the day before off to prepare. Key attributes to be successful within the role: Strong work ethic strong customer services background Thriving within a busy varied role Can do attitude Team player but also self-motivated and able to work on own initiative Keen to learn and develop skills to ensure develop best competency within the role Organisational and prioritisation skills Strong attention to detail If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
Sep 01, 2025
Full time
Date posted: 16 August 2025 Pay: £24,420.00-£32,000.00 per year Job description: Trainee Wealth Planning Administrator - experience within other areas of financial services desirable. Reigate - 1 day working from home included Salary £25000 - £32000 1 year Fixed term contract - with high possibility of going permanent. Are you currently working within the Financial services sector and looking to build a career within Wealth Management? Perhaps you are working within a Pensions, Mortgage, investments or accounts admin role or within a provider and are keen to transition your skills into aspects of financial planning? If so, this client could be a great fit. Due to continued expansion and growth of client bank, our client, a well-established Wealth Management Practice based in Reigate is looking for a new individual to join their friendly and supportive team of 5, as a Wealth Planning Administrator. You will work alongside the practice manager to support the 3 advisers/Paraplanners This role is a fantastic opportunity for anyone looking for the opportunity to transition into a wealth planning environment and utilise the excellent training and development of wealth planning skills on offer. We have had the pleasure of placing three other members into the team, who can confirm the great training and development on offer here and have absolutely thrive during their time with the business The role is a great variation of administration and client services, and will also involve full training and development into more complex areas such as calculations and valuations and other more junior paraplanner aspects, to free up the paraplanners to focus on cases. It's a highly collaborative team and everyone's roles are really valued and supported. For this role - Any transferable skills from working within any area of financial services is desirable and they have a robust and supportive training plan in place to help build skills and experience. Benefits: The option for 1 day a week from home after probationary period of 3 months The main benefits of this role include the ultra-friendly, warm and supportive team and the option for anyone with a transferable skillset to build and grow their skills and become proficient in all aspects of Wealth Planning Administration and Client Services. There is a high probability that this role will go permanent after the fix term contract is finished, and at this point candidates can also enjoy benefits such as quarterly bonuses and full exam support including time off for the exam and the day before off to prepare. Key attributes to be successful within the role: Strong work ethic strong customer services background Thriving within a busy varied role Can do attitude Team player but also self-motivated and able to work on own initiative Keen to learn and develop skills to ensure develop best competency within the role Organisational and prioritisation skills Strong attention to detail If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
Job Title: Paraplanner Location: Stansted Mountfitchet - With Monday and Fridays from home Salary: £40,000 - £50000 DOE About the Opportunity We're working on behalf of a highly respected, whole-of-market financial planning firm to recruit a Paraplanner. This is a fantastic opportunity for someone who is passionate about Building technical knowledge as well as enjoying client care aspects and wants to work in a business that truly values a holistic and personalised service. Anyone who is keen to develop into an Adviser down the line, there is also growth and development into this role if desired. Our client is a boutique company of 22 and known for delivering holistic financial advice and for cultivating long-term relationships with their clients. The Paraplanner will play a key role in supporting this, working closely with a lead adviser alongside an administrator and client manager, to ensure the delivery of a first-class experience across every stage of the client journey. The Role You'll be involved in all aspects of the technical paraplanning role, including cash flow forecasting, research and bespoke reports. You'll also attend client meetings alongside the adviser, working closely alongside the client relationship managers, ensuring actions are tracked and clients feel fully supported. This is a perfect position for someone who enjoys technical aspects of paraplanning, aspects of client engagement and a collaborative relationship with an adviser. Full Administration support is provided by a dedicated team. The Ideal Candidate: Previous experience of working in a financial planning environment is essential Previous experience of working as a paraplanner to support advisers is desirable - technical administrators also considered. Diploma in Financial Planning (CII or equivalent) is preferred. A strong interest in building client relationships and being involved in their financial journey. Excellent organisational skills and attention to detail. A team player who enjoys working collaboratively and contributing to a high-quality advice process. Benefits Include: Critical illness, DIS and Private Medical, as well as 5% pension and 25 days holiday. Full exam support through to Chartered. Hybrid working with 2 days a week from home.
Sep 01, 2025
Full time
Job Title: Paraplanner Location: Stansted Mountfitchet - With Monday and Fridays from home Salary: £40,000 - £50000 DOE About the Opportunity We're working on behalf of a highly respected, whole-of-market financial planning firm to recruit a Paraplanner. This is a fantastic opportunity for someone who is passionate about Building technical knowledge as well as enjoying client care aspects and wants to work in a business that truly values a holistic and personalised service. Anyone who is keen to develop into an Adviser down the line, there is also growth and development into this role if desired. Our client is a boutique company of 22 and known for delivering holistic financial advice and for cultivating long-term relationships with their clients. The Paraplanner will play a key role in supporting this, working closely with a lead adviser alongside an administrator and client manager, to ensure the delivery of a first-class experience across every stage of the client journey. The Role You'll be involved in all aspects of the technical paraplanning role, including cash flow forecasting, research and bespoke reports. You'll also attend client meetings alongside the adviser, working closely alongside the client relationship managers, ensuring actions are tracked and clients feel fully supported. This is a perfect position for someone who enjoys technical aspects of paraplanning, aspects of client engagement and a collaborative relationship with an adviser. Full Administration support is provided by a dedicated team. The Ideal Candidate: Previous experience of working in a financial planning environment is essential Previous experience of working as a paraplanner to support advisers is desirable - technical administrators also considered. Diploma in Financial Planning (CII or equivalent) is preferred. A strong interest in building client relationships and being involved in their financial journey. Excellent organisational skills and attention to detail. A team player who enjoys working collaboratively and contributing to a high-quality advice process. Benefits Include: Critical illness, DIS and Private Medical, as well as 5% pension and 25 days holiday. Full exam support through to Chartered. Hybrid working with 2 days a week from home.
Job Title: Financial Paraplanner Hours: Monday-Friday, 9 am-5 pm Location: Horsham (Office-based) Job Type: Full Time About Our Client Our client is a well-established, forward-thinking financial services firm based in Horsham. With a strong reputation for providing high-quality financial planning, they place collaboration, support, and career development at the heart of what they do.As a Paraplanner, you will play a key role in supporting a team of 5 advisers, 2 of which work solely on protection. The role involves working closely with fellow paraplanners, and benefitting from full IFA administrative support. This structure allows you to focus on what you do best-technical analysis and planning-while also giving you the chance to develop your skills and progress towards an advisory role in the future. The Role You will be responsible for providing high-quality technical support to a team of five advisers, two of whom work exclusively on protection advice, ensuring financial plans are both accurate and client-focused. Your responsibilities will include: Working collaboratively with advisers to prepare detailed financial plans and reports. Collecting and analysing client data (income, expenditure, assets, liabilities, insurance, investments). Producing retirement projections, cash-flow models, and insurance assessments using financial planning software (e.g., Voyant). Undertaking product and fund research to support recommendations. Ensuring all work is fully compliant with regulatory and internal requirements. Maintaining accurate client records in CRM and planning systems. Supporting advisers with ad-hoc administrative tasks where required. About You The ideal candidate will have experience as a paraplanner and would be someone who enjoys working as part of a team, with access to strong support and opportunities for progression. You will have: Previous experience in a financial planning or wealth management environment. Broad knowledge of financial services products. Confidence in contributing to the advice process. Excellent analytical skills and strong attention to detail. Clear written and verbal communication skills. Strong organisational and time-management abilities. Industry recognised qualifications are desirable but not essential What's on Offer In return, our client provides a supportive and rewarding environment with: Competitive salary with bonus potential. Pension scheme. Death in Service and Income Protection. 23 days holiday (increasing to 25). Full IFA administrative support to free up your time for paraplanning. A collaborative team of paraplanners and advisers to share knowledge and best practice. Clear progression opportunities, including support to develop into an advisory role.
Sep 01, 2025
Full time
Job Title: Financial Paraplanner Hours: Monday-Friday, 9 am-5 pm Location: Horsham (Office-based) Job Type: Full Time About Our Client Our client is a well-established, forward-thinking financial services firm based in Horsham. With a strong reputation for providing high-quality financial planning, they place collaboration, support, and career development at the heart of what they do.As a Paraplanner, you will play a key role in supporting a team of 5 advisers, 2 of which work solely on protection. The role involves working closely with fellow paraplanners, and benefitting from full IFA administrative support. This structure allows you to focus on what you do best-technical analysis and planning-while also giving you the chance to develop your skills and progress towards an advisory role in the future. The Role You will be responsible for providing high-quality technical support to a team of five advisers, two of whom work exclusively on protection advice, ensuring financial plans are both accurate and client-focused. Your responsibilities will include: Working collaboratively with advisers to prepare detailed financial plans and reports. Collecting and analysing client data (income, expenditure, assets, liabilities, insurance, investments). Producing retirement projections, cash-flow models, and insurance assessments using financial planning software (e.g., Voyant). Undertaking product and fund research to support recommendations. Ensuring all work is fully compliant with regulatory and internal requirements. Maintaining accurate client records in CRM and planning systems. Supporting advisers with ad-hoc administrative tasks where required. About You The ideal candidate will have experience as a paraplanner and would be someone who enjoys working as part of a team, with access to strong support and opportunities for progression. You will have: Previous experience in a financial planning or wealth management environment. Broad knowledge of financial services products. Confidence in contributing to the advice process. Excellent analytical skills and strong attention to detail. Clear written and verbal communication skills. Strong organisational and time-management abilities. Industry recognised qualifications are desirable but not essential What's on Offer In return, our client provides a supportive and rewarding environment with: Competitive salary with bonus potential. Pension scheme. Death in Service and Income Protection. 23 days holiday (increasing to 25). Full IFA administrative support to free up your time for paraplanning. A collaborative team of paraplanners and advisers to share knowledge and best practice. Clear progression opportunities, including support to develop into an advisory role.
