My client is a growing chartered financial planning business and they are currently looking for a Trainee Paraplanner to join their firm in Chorley. About the role To accurately interpret the adviser's client files to ascertain the client's needs and advisers instructions to translate this successfully into a Financial Planning Report To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client's needs To liaise with the Technical Team Leader in the first instance to ensure that they are kept up to date as to the nature of advice being passed through paraplanning To liaise with the Compliance Team in regard to work that requires pre-sale authorisation To prepare the report within an agreed timescale To ensure that the Financial Planning Reports are accurate in regard to spelling and composition To ensure that recorded data is accurate and updated on a regular basis (Paraplanning log) Commit to a Personal Development Plan and maintain all standards of performance as required by the firm About you Working towards Regulated Diploma in Financial Planning(Level 4) Understanding of UK financial regulatory framework and legislation Good communication skills, both written and verbal Good computer skills, proficient in Outlook, Word, Excel and PowerPoint Good interpersonal skills, collaborative working style and commitment to completing tasks in a timely and efficient manner High level of attention to detail A demonstrated commitment to high professional ethical standards and a diverse workplace Ability to work within a team Ability to progress under the supervision of the Technical Team Leader Ability to multitask and prioritise work effectively Capable of operating in a fast paced and challenging environment Main benefits: Competitive salary 28 days holidays (plus Bank holidays) Supported learning and development 1 hour early finish Fridays along with Friday dress down Work Place Pension Exam and study leave Staff spot bonus (monthly nominations) Employee Assistance Programme For more information please contact Graeme Hyland on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Sep 03, 2025
Full time
My client is a growing chartered financial planning business and they are currently looking for a Trainee Paraplanner to join their firm in Chorley. About the role To accurately interpret the adviser's client files to ascertain the client's needs and advisers instructions to translate this successfully into a Financial Planning Report To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client's needs To liaise with the Technical Team Leader in the first instance to ensure that they are kept up to date as to the nature of advice being passed through paraplanning To liaise with the Compliance Team in regard to work that requires pre-sale authorisation To prepare the report within an agreed timescale To ensure that the Financial Planning Reports are accurate in regard to spelling and composition To ensure that recorded data is accurate and updated on a regular basis (Paraplanning log) Commit to a Personal Development Plan and maintain all standards of performance as required by the firm About you Working towards Regulated Diploma in Financial Planning(Level 4) Understanding of UK financial regulatory framework and legislation Good communication skills, both written and verbal Good computer skills, proficient in Outlook, Word, Excel and PowerPoint Good interpersonal skills, collaborative working style and commitment to completing tasks in a timely and efficient manner High level of attention to detail A demonstrated commitment to high professional ethical standards and a diverse workplace Ability to work within a team Ability to progress under the supervision of the Technical Team Leader Ability to multitask and prioritise work effectively Capable of operating in a fast paced and challenging environment Main benefits: Competitive salary 28 days holidays (plus Bank holidays) Supported learning and development 1 hour early finish Fridays along with Friday dress down Work Place Pension Exam and study leave Staff spot bonus (monthly nominations) Employee Assistance Programme For more information please contact Graeme Hyland on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Technical IFA Support/ Trainee Paraplanner Location: Sutton Coldfield Salary: £30,000 - £35,000 (DOE) Full-Time Permanent Office-Based with Potential Flexibility NJR Recruitment are currently working with a highly regarded and expanding financial planning firm based in Sutton Coldfield , who are now seeking a Technical Support Analyst to join their operations and compliance team. This role is vital in supporting advisers, paraplanners, and the compliance department by delivering technical expertise in tax calculations, pension analysis, and cashflow modelling - ultimately helping ensure a high-quality and compliant client experience. To be considered for this exciting opportunity you will need to have Industry related experience and has started working towards the Diploma in Regulated Financial Planning, What's on Offer: Salary: £30,000 - £35,000 depending on experience Career development and support with professional qualifications Opportunity to work in a supportive, ethical, and growing financial planning business A collaborative team culture that values accuracy, integrity, and continuous improvement Key Responsibilities: Provide day-to-day technical support to financial advisers Complete CGT calculations , including exemptions and asset history tracking Undertake chargeable event gain calculations for investment bonds Support pension income analysis , including LTA, annual allowance, and drawdown strategies Assist with the production and maintenance of cashflow modelling using Voyant Gather and verify client data including fact finds, valuations, and policy details Liaise with providers and platforms to obtain illustrations and up-to-date valuations Maintain accurate and compliant client records using CRM/back-office systems (e.g. Intelligent Office) Monitor workflow to meet internal SLAs and FCA compliance standards Act as a technical point of contact for adviser queries Support operational process improvements and compliance documentation What We're Looking For: Experience in a technical support or administrative role within an IFA or wealth management firm Strong understanding of financial products (pensions, ISAs, bonds, protection) Familiarity with FCA regulations and financial planning compliance requirements Proficiency with systems such as Intelligent Office, Voyant, and Microsoft Office Analytical mindset and excellent attention to detail Ability to prioritise, organise, and meet tight deadlines Confident communication skills and a proactive, team-oriented attitude Desirable: CII Certificate or working towards the Diploma in Regulated Financial Planning Experience with cashflow modelling tools Apply Now If you're a technically skilled financial services professional looking to join a firm where your expertise will be valued and your development supported, apply today NJR15979
Sep 02, 2025
Full time
Technical IFA Support/ Trainee Paraplanner Location: Sutton Coldfield Salary: £30,000 - £35,000 (DOE) Full-Time Permanent Office-Based with Potential Flexibility NJR Recruitment are currently working with a highly regarded and expanding financial planning firm based in Sutton Coldfield , who are now seeking a Technical Support Analyst to join their operations and compliance team. This role is vital in supporting advisers, paraplanners, and the compliance department by delivering technical expertise in tax calculations, pension analysis, and cashflow modelling - ultimately helping ensure a high-quality and compliant client experience. To be considered for this exciting opportunity you will need to have Industry related experience and has started working towards the Diploma in Regulated Financial Planning, What's on Offer: Salary: £30,000 - £35,000 depending on experience Career development and support with professional qualifications Opportunity to work in a supportive, ethical, and growing financial planning business A collaborative team culture that values accuracy, integrity, and continuous improvement Key Responsibilities: Provide day-to-day technical support to financial advisers Complete CGT calculations , including exemptions and asset history tracking Undertake chargeable event gain calculations for investment bonds Support pension income analysis , including LTA, annual allowance, and drawdown strategies Assist with the production and maintenance of cashflow modelling using Voyant Gather and verify client data including fact finds, valuations, and policy details Liaise with providers and platforms to obtain illustrations and up-to-date valuations Maintain accurate and compliant client records using CRM/back-office systems (e.g. Intelligent Office) Monitor workflow to meet internal SLAs and FCA compliance standards Act as a technical point of contact for adviser queries Support operational process improvements and compliance documentation What We're Looking For: Experience in a technical support or administrative role within an IFA or wealth management firm Strong understanding of financial products (pensions, ISAs, bonds, protection) Familiarity with FCA regulations and financial planning compliance requirements Proficiency with systems such as Intelligent Office, Voyant, and Microsoft Office Analytical mindset and excellent attention to detail Ability to prioritise, organise, and meet tight deadlines Confident communication skills and a proactive, team-oriented attitude Desirable: CII Certificate or working towards the Diploma in Regulated Financial Planning Experience with cashflow modelling tools Apply Now If you're a technically skilled financial services professional looking to join a firm where your expertise will be valued and your development supported, apply today NJR15979
Paraplanner Location: Hybrid working Job Type: Full-time, Permanent Salary: £33,000 - £50,000 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 - £50,000 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.
Sep 02, 2025
Full time
Paraplanner Location: Hybrid working Job Type: Full-time, Permanent Salary: £33,000 - £50,000 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 - £50,000 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.
Exchange Street Claims & Financial Services
Bradford-on-avon, Wiltshire
This IFA business is evolving. But rather than selling to a consolidator they're keeping succession planning in-house. That means stability. It means modernisation and for you, opportunity.It's already a successful, profitable company. But with succession planning in mind they've conducted a review and have recognised the need for investment. That will include the potential acquisition of other firms but also investment in it's staff.Which is where you come in. They have several vacancies to join their existing team, a team where retention is the watchword. Most of the team have been here for more than seven years and that doesn't happen by accident. It happens when you nurture and develop people. It happens when you trust and empower then. And it happens when you reward them fairly for the work they do. This includes structured onboarding and regular reviews with two-way feedback. It includes ongoing training and support with exams. But it also includes getting your own mentor.They're currently recruiting for a number a Trainee Paraplanner with progression and support on offer to move in to a Paraplanning role once qualified.You'll support the firm's planners and paraplanners, liaising with clients and providers, researching products and writing suitability reports. This position comes with a starting salary up to £35,000 depending on experience and qualifications. There's also a range of benefits: Company pension scheme with enhanced company contributions Employee Assistance Programme - Health Assured (a 24 hour helpline to support you through any of life's issues or problems. This is confidential, easy to access and often 1-1 counselling sessions are included as necessary) Full training with a designated mentor to support the right candidate Free Eye Test Vouchers Discretionary Company Sick Pay This is a business that is evolving. That quest to improve and invest speaks of a culture of humility and a drive to be the best business possible. And in such an environment your voice will be heard. HERE'S WHAT YOU'LL NEED:You'll have experience as a financial planning administrator and ideally some progression with your exams. -Want to know more? Click apply and we will be in touch to answer your questions. Don't have a CV? No problem. Just send us a way of contacting you. We can come to the CV later.Everyone will receive a response.
Sep 01, 2025
Full time
This IFA business is evolving. But rather than selling to a consolidator they're keeping succession planning in-house. That means stability. It means modernisation and for you, opportunity.It's already a successful, profitable company. But with succession planning in mind they've conducted a review and have recognised the need for investment. That will include the potential acquisition of other firms but also investment in it's staff.Which is where you come in. They have several vacancies to join their existing team, a team where retention is the watchword. Most of the team have been here for more than seven years and that doesn't happen by accident. It happens when you nurture and develop people. It happens when you trust and empower then. And it happens when you reward them fairly for the work they do. This includes structured onboarding and regular reviews with two-way feedback. It includes ongoing training and support with exams. But it also includes getting your own mentor.They're currently recruiting for a number a Trainee Paraplanner with progression and support on offer to move in to a Paraplanning role once qualified.You'll support the firm's planners and paraplanners, liaising with clients and providers, researching products and writing suitability reports. This position comes with a starting salary up to £35,000 depending on experience and qualifications. There's also a range of benefits: Company pension scheme with enhanced company contributions Employee Assistance Programme - Health Assured (a 24 hour helpline to support you through any of life's issues or problems. This is confidential, easy to access and often 1-1 counselling sessions are included as necessary) Full training with a designated mentor to support the right candidate Free Eye Test Vouchers Discretionary Company Sick Pay This is a business that is evolving. That quest to improve and invest speaks of a culture of humility and a drive to be the best business possible. And in such an environment your voice will be heard. HERE'S WHAT YOU'LL NEED:You'll have experience as a financial planning administrator and ideally some progression with your exams. -Want to know more? Click apply and we will be in touch to answer your questions. Don't have a CV? No problem. Just send us a way of contacting you. We can come to the CV later.Everyone will receive a response.
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.
Sep 01, 2025
Full time
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.
Financial Planner, West or South Yorkshire (Client Bank Provided) Uncapped OTE circa £80,000 - £110,000 About the Firm Creative Financial Management offer a comprehensive financial planning service for all its clients including mortgage, investment, protection, pension, and estate planning needs. They are currently looking for a Financial Planner to join the team to support with the growth and development of the business. About the Role This is a rare opportunity to benefit from immediate access to an existing client bank of active households across West and South Yorkshire, working on a remote, or hybrid basis, and with a wealth of support and opportunities for development. We are looking for a pro-active and quality focused Financial Planner who can build long-term relationships based on trust. You might be a Mortgage Adviser who wants to take a step up into Financial Planning, or you may be an experienced Financial Planner. We also welcome applications from those Paraplanners or Trainee Financial Advisers who wish to take a step up. You must however be self-motivated and driven to exceed customer expectations. The benefits The opportunity for guaranteed income for the first 6 months and a strong support package Qualified leads provided, working with an active client base Flexible working hours and location Support from a mentor with training and personal development opportunities Your responsibilities will include: Providing quality advice on pensions, investments, protection and all aspects of financial planning, to a range of active clients across Leeds, Doncaster, and the wider Yorkshire region. You will be responsible for managing client enquiries and the advice process end-to-end. You will be responsible for booking appointments, fact finding, research and product recommendation Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews. If you have a mortgage qualification, providing mortgage advice can also be part of the remit. Building outstanding client rapport to generate future business. Deliver outstanding levels of personal and professional integrity, regularly updating knowledge of regulations, practices and financial products. You will benefit from both flexible working options and ongoing training and development. You will be building and nourishing relationships with clients who really value quality service. You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads. What will you need to succeed? This opportunity will suit a customer focused Financial Planner who is able to build lasting relationships based on trust. You must be focused on working to the highest quality standards and confident to work independently, but with the support of a mentor and a wider internal team, as well as benefiting from dedicated support by an award-winning network. We can consider applications from Financial Advisers with all ranges of experience, or Mortgage Advisers who have qualified for Financial Planning and wish to progress. You will benefit from a market leading proposition You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit the needs of you and your clients You will need to be based within close proximity to the core client base in Yorkshire and will undertake some face-to-face meetings as well as virtual consultations. Creative Financial Management is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
Sep 01, 2025
Full time
Financial Planner, West or South Yorkshire (Client Bank Provided) Uncapped OTE circa £80,000 - £110,000 About the Firm Creative Financial Management offer a comprehensive financial planning service for all its clients including mortgage, investment, protection, pension, and estate planning needs. They are currently looking for a Financial Planner to join the team to support with the growth and development of the business. About the Role This is a rare opportunity to benefit from immediate access to an existing client bank of active households across West and South Yorkshire, working on a remote, or hybrid basis, and with a wealth of support and opportunities for development. We are looking for a pro-active and quality focused Financial Planner who can build long-term relationships based on trust. You might be a Mortgage Adviser who wants to take a step up into Financial Planning, or you may be an experienced Financial Planner. We also welcome applications from those Paraplanners or Trainee Financial Advisers who wish to take a step up. You must however be self-motivated and driven to exceed customer expectations. The benefits The opportunity for guaranteed income for the first 6 months and a strong support package Qualified leads provided, working with an active client base Flexible working hours and location Support from a mentor with training and personal development opportunities Your responsibilities will include: Providing quality advice on pensions, investments, protection and all aspects of financial planning, to a range of active clients across Leeds, Doncaster, and the wider Yorkshire region. You will be responsible for managing client enquiries and the advice process end-to-end. You will be responsible for booking appointments, fact finding, research and product recommendation Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews. If you have a mortgage qualification, providing mortgage advice can also be part of the remit. Building outstanding client rapport to generate future business. Deliver outstanding levels of personal and professional integrity, regularly updating knowledge of regulations, practices and financial products. You will benefit from both flexible working options and ongoing training and development. You will be building and nourishing relationships with clients who really value quality service. You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads. What will you need to succeed? This opportunity will suit a customer focused Financial Planner who is able to build lasting relationships based on trust. You must be focused on working to the highest quality standards and confident to work independently, but with the support of a mentor and a wider internal team, as well as benefiting from dedicated support by an award-winning network. We can consider applications from Financial Advisers with all ranges of experience, or Mortgage Advisers who have qualified for Financial Planning and wish to progress. You will benefit from a market leading proposition You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit the needs of you and your clients You will need to be based within close proximity to the core client base in Yorkshire and will undertake some face-to-face meetings as well as virtual consultations. Creative Financial Management is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
Employment Type: Full-Time / Hybrid or Office-based Are you an ambitious, part-qualified paraplanner looking to take your career to the next level within a prestigious St. James's Place Partner Practice? My client is looking for a detail-oriented, client-focused professional to join our dynamic team and grow with us. About the Role As a key member of the team, you'll work closely with our Financial Advisers and experienced paraplanners to deliver high-quality, compliant advice and technical support. This is a fantastic opportunity to develop within a supportive environment, with full study support toward achieving your Level 4 Diploma and beyond. Key Responsibilities: Assist in the preparation of suitability reports and recommendation letters Conduct research and analysis across pensions, investments, and protection Liaise with Advisers and Administrators to gather client information and ensure accurate documentation Use of SJP-approved platforms and software Maintain up-to-date knowledge of industry trends and FCA regulations About You: Working toward or part-qualified in a relevant Level 4 Diploma (e.g. CII Diploma in Regulated Financial Planning) Experience in a paraplanning or technical support role within financial services Strong attention to detail and organisational skills Comfortable working independently and as part of a team Previous experience within an SJP Partner Practice is advantageous What We Offer: Competitive salary and discretionary bonus Full study support and mentorship Clear progression path to full paraplanner or adviser Supportive, professional environment within a growing SJP practice Flexible/hybrid working options (where applicable) Please contact Sam at Financial Divisions.
Sep 01, 2025
Full time
Employment Type: Full-Time / Hybrid or Office-based Are you an ambitious, part-qualified paraplanner looking to take your career to the next level within a prestigious St. James's Place Partner Practice? My client is looking for a detail-oriented, client-focused professional to join our dynamic team and grow with us. About the Role As a key member of the team, you'll work closely with our Financial Advisers and experienced paraplanners to deliver high-quality, compliant advice and technical support. This is a fantastic opportunity to develop within a supportive environment, with full study support toward achieving your Level 4 Diploma and beyond. Key Responsibilities: Assist in the preparation of suitability reports and recommendation letters Conduct research and analysis across pensions, investments, and protection Liaise with Advisers and Administrators to gather client information and ensure accurate documentation Use of SJP-approved platforms and software Maintain up-to-date knowledge of industry trends and FCA regulations About You: Working toward or part-qualified in a relevant Level 4 Diploma (e.g. CII Diploma in Regulated Financial Planning) Experience in a paraplanning or technical support role within financial services Strong attention to detail and organisational skills Comfortable working independently and as part of a team Previous experience within an SJP Partner Practice is advantageous What We Offer: Competitive salary and discretionary bonus Full study support and mentorship Clear progression path to full paraplanner or adviser Supportive, professional environment within a growing SJP practice Flexible/hybrid working options (where applicable) Please contact Sam at Financial Divisions.
Trainee Paraplanner £28-35K depending on experience and qualificationsSouth ManchesterHybrid working Frustrated with a lack of progression opportunities in your current company? Feeling like you are being promised growth and support but not receiving it? If either of the above are true, then this should be the opportunity you have been craving A growing South Manchester based IFA firm are looking to add to their Admin / Trainee Paraplanning team, with opportunities for experienced staff to take the next step up to fully fledged Paraplanning. Their preference is little / no Paraplanning experience and instead a chance for an IFA Admin to finally take that step forward in their career. Working with senior Paraplanners and directly with Financial Advisers, this will offer the hands on experience as well as support and training. The role will naturally progress into Paraplanning without feeling like you are being restricted on your responsibilities. Benefits: - Hybrid working 3 days a week in the office - Flexible working hours to allow for school runs / missing rush hour traffic - Salary banding based on experience and qualifications (Diploma or RO exams) - 25 days holiday + bank holidays. Birthday off work and opportunity to buy additional holidays over the year - Free on-site parking If you are interested in taking the next step in your career, and are already and IFA Admin or Trainee Paraplanner, reach out to Georgia at Integro.
Sep 01, 2025
Full time
Trainee Paraplanner £28-35K depending on experience and qualificationsSouth ManchesterHybrid working Frustrated with a lack of progression opportunities in your current company? Feeling like you are being promised growth and support but not receiving it? If either of the above are true, then this should be the opportunity you have been craving A growing South Manchester based IFA firm are looking to add to their Admin / Trainee Paraplanning team, with opportunities for experienced staff to take the next step up to fully fledged Paraplanning. Their preference is little / no Paraplanning experience and instead a chance for an IFA Admin to finally take that step forward in their career. Working with senior Paraplanners and directly with Financial Advisers, this will offer the hands on experience as well as support and training. The role will naturally progress into Paraplanning without feeling like you are being restricted on your responsibilities. Benefits: - Hybrid working 3 days a week in the office - Flexible working hours to allow for school runs / missing rush hour traffic - Salary banding based on experience and qualifications (Diploma or RO exams) - 25 days holiday + bank holidays. Birthday off work and opportunity to buy additional holidays over the year - Free on-site parking If you are interested in taking the next step in your career, and are already and IFA Admin or Trainee Paraplanner, reach out to Georgia at Integro.
A fantastic opportunity to join an established and Financial Management company in Cardiff as Technical Paraplanning Manager on a permanent basis. In this key role, you will support, develop and manage the paraplanning team, overseeing their workload, and managing their development. You will also provide technical and research support to Financial Planners in the delivery of their advice to clients, including completing research and analysis, preparing suitability letters and writing client reports. Location: On the outskirts of Cardiff. Due to location, you will need to be a driver. Hours: Our client run a 4 day working week, working Monday to Thursday, 9am-5pm (no condensed hours or reduction in salary!) What you'll be doing: Monitor quality of Paraplanning work produced by Paraplanners/Trainee Paraplanners, acting as point of contact regarding all paraplanning queries. Preparation of all client cashflows ready for monthly and annual meetings. Analysing and interpreting data; using research tools to provide solutions to meet client needs and objectives; providing specific client portfolio reporting. Provide appendices, illustrations, applications and key features documentation for suitability letters and reports. Implementing agreed actions from Authority to Proceed notifications. Monitor Negative Cash positions on a monthly basis and recommend appropriate solutions. Complete annual ISA reporting; ensuring clients utilise the annual ISA allowances. Participate and contribute to the investment committee meetings, and attend regular meetings with the Leadership Team. What we're looking for: Strong experience working within a financial planning environment. Experience of supporting and developing a team. Ability to work efficiently under own initiative with excellent attention to detail. GCSEs Grades (A-C/1-3) in Mathematics and English. Diploma in Financial Planning or equivalent, or prepared to study to level 6. Strong IT skills including Microsoft Office, Excel and financial software. Excellent telephone manner with a strong focus on customer service. Salary & Benefits: Salary will be circa 50k depending on experience. A fantastic benefits package including - 4 day working week. 28 days holiday per year plus bank holiday (reduced by 20% due to 4 day week). 1 week off for Christmas, not taken from your annual leave entitlement. Company pension scheme (after 3 months). Private Medical Insurance (after 12 months). Summer & Christmas bonus based on company performance. Team away days and social events throughout the year. Supporting, friendly team with opportunities to progress.
Sep 01, 2025
Full time
A fantastic opportunity to join an established and Financial Management company in Cardiff as Technical Paraplanning Manager on a permanent basis. In this key role, you will support, develop and manage the paraplanning team, overseeing their workload, and managing their development. You will also provide technical and research support to Financial Planners in the delivery of their advice to clients, including completing research and analysis, preparing suitability letters and writing client reports. Location: On the outskirts of Cardiff. Due to location, you will need to be a driver. Hours: Our client run a 4 day working week, working Monday to Thursday, 9am-5pm (no condensed hours or reduction in salary!) What you'll be doing: Monitor quality of Paraplanning work produced by Paraplanners/Trainee Paraplanners, acting as point of contact regarding all paraplanning queries. Preparation of all client cashflows ready for monthly and annual meetings. Analysing and interpreting data; using research tools to provide solutions to meet client needs and objectives; providing specific client portfolio reporting. Provide appendices, illustrations, applications and key features documentation for suitability letters and reports. Implementing agreed actions from Authority to Proceed notifications. Monitor Negative Cash positions on a monthly basis and recommend appropriate solutions. Complete annual ISA reporting; ensuring clients utilise the annual ISA allowances. Participate and contribute to the investment committee meetings, and attend regular meetings with the Leadership Team. What we're looking for: Strong experience working within a financial planning environment. Experience of supporting and developing a team. Ability to work efficiently under own initiative with excellent attention to detail. GCSEs Grades (A-C/1-3) in Mathematics and English. Diploma in Financial Planning or equivalent, or prepared to study to level 6. Strong IT skills including Microsoft Office, Excel and financial software. Excellent telephone manner with a strong focus on customer service. Salary & Benefits: Salary will be circa 50k depending on experience. A fantastic benefits package including - 4 day working week. 28 days holiday per year plus bank holiday (reduced by 20% due to 4 day week). 1 week off for Christmas, not taken from your annual leave entitlement. Company pension scheme (after 3 months). Private Medical Insurance (after 12 months). Summer & Christmas bonus based on company performance. Team away days and social events throughout the year. Supporting, friendly team with opportunities to progress.
Exchange Street Claims & Financial Services
Sale, Cheshire
You want to be a financial planner - but not yet. For now you want to pass more exams, learn more and be, well, more "ready". But at the same time you don't want to drift. You want a plan, a strategy. For a company to tell you how your career will develop with them and when you'll be a financial planner. Vague promises won't do.If your current firm can't do that, this one can.At this Chartered IFA business you'll start as an administrator. But you'll develop into a paraplanner (or Client Manager is a more accurate term given the client interaction you'll have). And if you want to be a planner they can make that happen in roughly five years time. And they can deliver on this because they've already done so with four other people before you. All joined to provide support to the planning team but all three are now at varying stages of their advice career. To start with you'll work with senior planners who will help unlock your potential whilst you support them day to day. In the medium term you'll spend more and more time with clients, attending every meeting with your planner. And all the while, the focus will also be on developing your soft skills so that you can become an adviser. Alongside being acquisitive, this firm are growing organically at 20% a year anyway. So whilst advice won't happen in the short-term, the resources to do it well and successfully will be in place once you're ready. Starting salary will depend on the individual and be up to c£28,000. Alongside that your pay will be under review - as you develop your career so your salary will increase. Plus there's a bonus scheme and benefits package. The firm also operates flexi-working Monday-Thursday 8am-5pm or 9am-6pm with a half day finish on Friday (1pm). It's not quite a 4 day week but it certainly extends your weekend. This is a vibrant financial planning firm with a leadership team much younger than most firms in the profession. So your energy and ambition will be welcomed, not stifled. HERE'S WHAT YOU'LL NEED:You'll have admin experience in a financial planning firm as an administrator. You'll be an energetic team player. Someone who values collaboration and learning from others. You will see the benefit of being in the office, learning from others. You don't need to have started your level 4 studies. But you'll want to secure your diploma with the firm's support. -Need more than vague assurances? Click apply. If you don't have an up to date CV don't worry about that, we can sort that later.Everyone will get a response.
Sep 01, 2025
Full time
You want to be a financial planner - but not yet. For now you want to pass more exams, learn more and be, well, more "ready". But at the same time you don't want to drift. You want a plan, a strategy. For a company to tell you how your career will develop with them and when you'll be a financial planner. Vague promises won't do.If your current firm can't do that, this one can.At this Chartered IFA business you'll start as an administrator. But you'll develop into a paraplanner (or Client Manager is a more accurate term given the client interaction you'll have). And if you want to be a planner they can make that happen in roughly five years time. And they can deliver on this because they've already done so with four other people before you. All joined to provide support to the planning team but all three are now at varying stages of their advice career. To start with you'll work with senior planners who will help unlock your potential whilst you support them day to day. In the medium term you'll spend more and more time with clients, attending every meeting with your planner. And all the while, the focus will also be on developing your soft skills so that you can become an adviser. Alongside being acquisitive, this firm are growing organically at 20% a year anyway. So whilst advice won't happen in the short-term, the resources to do it well and successfully will be in place once you're ready. Starting salary will depend on the individual and be up to c£28,000. Alongside that your pay will be under review - as you develop your career so your salary will increase. Plus there's a bonus scheme and benefits package. The firm also operates flexi-working Monday-Thursday 8am-5pm or 9am-6pm with a half day finish on Friday (1pm). It's not quite a 4 day week but it certainly extends your weekend. This is a vibrant financial planning firm with a leadership team much younger than most firms in the profession. So your energy and ambition will be welcomed, not stifled. HERE'S WHAT YOU'LL NEED:You'll have admin experience in a financial planning firm as an administrator. You'll be an energetic team player. Someone who values collaboration and learning from others. You will see the benefit of being in the office, learning from others. You don't need to have started your level 4 studies. But you'll want to secure your diploma with the firm's support. -Need more than vague assurances? Click apply. If you don't have an up to date CV don't worry about that, we can sort that later.Everyone will get a response.
From Level 4 Diploma qualified to Financial Adviser: Step into Advice with Warm Clients and Full Support You've spent the time to complete your exams and now you're ready to take the next step. If you are ready to start a client-facing Financial Adviser role, this is your opportunity to do so with structure, support, and a ready-made platform for success. We're working with a respected, FCA-regulated Wealth Management firm that's actively supporting qualified professionals into advice. With a strong flow of inbound client enquiries and an existing client base ready to be nurtured, there's no pressure for cold business development - just a genuine focus on delivering high-quality, ethical advice. Salary & Benefits: Base salary is up to £45,000 + Bonus No cold calling: You'll be working with existing clients and inbound leads Mentoring by experienced advisers and structured training programme Full support for Chartered exams and CPD The Opportunity This is a structured trainee route designed for paraplanners who are ready to become advisers but want to do it properly - with guidance, mentoring, and warm clients to work with. You'll support experienced advisers in client meetings, contribute to advice strategies, and gradually take ownership of existing relationships and qualified leads. You'll have full access to the firm's paraplanning and admin teams, allowing you to focus on building trust, delivering advice, and developing your presence as a Financial Planner. Your Role Support advisers in meetings and advice preparation Start managing relationships with existing clients, ensuring continuity and care Follow up on warm inbound leads and new client referrals Build your own client base over time with full marketing and BD support Stay up to date on regulations, tax planning, and investment trends Deliver compliant, holistic financial advice with full back-office support About You Level 4 Diploma in Financial Planning (essential) Strong interpersonal and communication skills Eagerness to move into a client-facing role Passion for delivering ethical, long-term financial planning Why This Firm? You'll work with warm clients, inbound leads, and no pressure to "sell" - just the space to learn, grow, and thrive. Apply now to explore how your transition into advice can be smooth, supported, and successful.
Sep 01, 2025
Full time
From Level 4 Diploma qualified to Financial Adviser: Step into Advice with Warm Clients and Full Support You've spent the time to complete your exams and now you're ready to take the next step. If you are ready to start a client-facing Financial Adviser role, this is your opportunity to do so with structure, support, and a ready-made platform for success. We're working with a respected, FCA-regulated Wealth Management firm that's actively supporting qualified professionals into advice. With a strong flow of inbound client enquiries and an existing client base ready to be nurtured, there's no pressure for cold business development - just a genuine focus on delivering high-quality, ethical advice. Salary & Benefits: Base salary is up to £45,000 + Bonus No cold calling: You'll be working with existing clients and inbound leads Mentoring by experienced advisers and structured training programme Full support for Chartered exams and CPD The Opportunity This is a structured trainee route designed for paraplanners who are ready to become advisers but want to do it properly - with guidance, mentoring, and warm clients to work with. You'll support experienced advisers in client meetings, contribute to advice strategies, and gradually take ownership of existing relationships and qualified leads. You'll have full access to the firm's paraplanning and admin teams, allowing you to focus on building trust, delivering advice, and developing your presence as a Financial Planner. Your Role Support advisers in meetings and advice preparation Start managing relationships with existing clients, ensuring continuity and care Follow up on warm inbound leads and new client referrals Build your own client base over time with full marketing and BD support Stay up to date on regulations, tax planning, and investment trends Deliver compliant, holistic financial advice with full back-office support About You Level 4 Diploma in Financial Planning (essential) Strong interpersonal and communication skills Eagerness to move into a client-facing role Passion for delivering ethical, long-term financial planning Why This Firm? You'll work with warm clients, inbound leads, and no pressure to "sell" - just the space to learn, grow, and thrive. Apply now to explore how your transition into advice can be smooth, supported, and successful.
A fantastic opportunity to join an established and Financial Management company in Cardiff as Technical Paraplanning Manager on a permanent basis. In this key role, you will support, develop and manage the paraplanning team, overseeing their workload, and managing their development. You will also provide technical and research support to Financial Planners in the delivery of their advice to clients, including completing research and analysis, preparing suitability letters and writing client reports. Location: On the outskirts of Cardiff. Due to location, you will need to be a driver. Hours: Our client run a 4 day working week, working Monday to Thursday, 9am-5pm (no condensed hours or reduction in salary!) What you'll be doing: Monitor quality of Paraplanning work produced by Paraplanners/Trainee Paraplanners, acting as point of contact regarding all paraplanning queries. Preparation of all client cashflows ready for monthly and annual meetings. Analysing and interpreting data; using research tools to provide solutions to meet client needs and objectives; providing specific client portfolio reporting. Provide appendices, illustrations, applications and key features documentation for suitability letters and reports. Implementing agreed actions from Authority to Proceed notifications. Monitor Negative Cash positions on a monthly basis and recommend appropriate solutions. Complete annual ISA reporting; ensuring clients utilise the annual ISA allowances. Participate and contribute to the investment committee meetings, and attend regular meetings with the Leadership Team. What we're looking for: Strong experience working within a financial planning environment. Experience of supporting and developing a team. Ability to work efficiently under own initiative with excellent attention to detail. GCSEs Grades (A-C/1-3) in Mathematics and English. Diploma in Financial Planning or equivalent, or prepared to study to level 6. Strong IT skills including Microsoft Office, Excel and financial software. Excellent telephone manner with a strong focus on customer service. Salary & Benefits: Salary will be circa 50k depending on experience. A fantastic benefits package including - 4 day working week. 28 days holiday per year plus bank holiday (reduced by 20% due to 4 day week). 1 week off for Christmas, not taken from your annual leave entitlement. Company pension scheme (after 3 months). Private Medical Insurance (after 12 months). Summer & Christmas bonus based on company performance. Team away days and social events throughout the year. Supporting, friendly team with opportunities to progress.
Sep 01, 2025
Full time
A fantastic opportunity to join an established and Financial Management company in Cardiff as Technical Paraplanning Manager on a permanent basis. In this key role, you will support, develop and manage the paraplanning team, overseeing their workload, and managing their development. You will also provide technical and research support to Financial Planners in the delivery of their advice to clients, including completing research and analysis, preparing suitability letters and writing client reports. Location: On the outskirts of Cardiff. Due to location, you will need to be a driver. Hours: Our client run a 4 day working week, working Monday to Thursday, 9am-5pm (no condensed hours or reduction in salary!) What you'll be doing: Monitor quality of Paraplanning work produced by Paraplanners/Trainee Paraplanners, acting as point of contact regarding all paraplanning queries. Preparation of all client cashflows ready for monthly and annual meetings. Analysing and interpreting data; using research tools to provide solutions to meet client needs and objectives; providing specific client portfolio reporting. Provide appendices, illustrations, applications and key features documentation for suitability letters and reports. Implementing agreed actions from Authority to Proceed notifications. Monitor Negative Cash positions on a monthly basis and recommend appropriate solutions. Complete annual ISA reporting; ensuring clients utilise the annual ISA allowances. Participate and contribute to the investment committee meetings, and attend regular meetings with the Leadership Team. What we're looking for: Strong experience working within a financial planning environment. Experience of supporting and developing a team. Ability to work efficiently under own initiative with excellent attention to detail. GCSEs Grades (A-C/1-3) in Mathematics and English. Diploma in Financial Planning or equivalent, or prepared to study to level 6. Strong IT skills including Microsoft Office, Excel and financial software. Excellent telephone manner with a strong focus on customer service. Salary & Benefits: Salary will be circa 50k depending on experience. A fantastic benefits package including - 4 day working week. 28 days holiday per year plus bank holiday (reduced by 20% due to 4 day week). 1 week off for Christmas, not taken from your annual leave entitlement. Company pension scheme (after 3 months). Private Medical Insurance (after 12 months). Summer & Christmas bonus based on company performance. Team away days and social events throughout the year. Supporting, friendly team with opportunities to progress.
Trainee Paraplanner Opportunity in Aberdeen Kickstart Your Career in Financial Planning! Are you a motivated and detail-oriented Financial Planning Administrator looking to develop your career in Financial Services? Our client is looking for a Trainee Paraplanner to join their established team in Aberdeen . This is an opportunity offering hands-on experience, professional development, and the chance to work alongside experienced Financial Planners and Paraplanners. You'll play a key role in delivering high-quality advice and support to their valued clients. What You'll Be Doing: Supporting Financial Planners with research, analysis, and client reports Preparing cash flow models and suitability letters Assisting with client reviews and identifying planning opportunities Collaborating with colleagues and external professionals Ensuring compliance with all regulatory requirements Building strong relationships with clients and team members What We're Looking For: Working towards or keen to start the Diploma in Regulated Financial Planning Good experience in financial planning administration in a similar setting Strong communication, research, and report-writing skills A keen eye for detail and excellent organisational abilities Proficiency in Microsoft Office What's On Offer: Competitive salary and benefits package A supportive, collaborative team environment Training and development with study support towards professional qualifications A chance to grow your career in a respected and forward-thinking firm Ready to launch your career in financial planning? Apply now and become part of a team that values your growth and success. For a confidential chat, contact Pauline Low at Reed on
Sep 01, 2025
Full time
Trainee Paraplanner Opportunity in Aberdeen Kickstart Your Career in Financial Planning! Are you a motivated and detail-oriented Financial Planning Administrator looking to develop your career in Financial Services? Our client is looking for a Trainee Paraplanner to join their established team in Aberdeen . This is an opportunity offering hands-on experience, professional development, and the chance to work alongside experienced Financial Planners and Paraplanners. You'll play a key role in delivering high-quality advice and support to their valued clients. What You'll Be Doing: Supporting Financial Planners with research, analysis, and client reports Preparing cash flow models and suitability letters Assisting with client reviews and identifying planning opportunities Collaborating with colleagues and external professionals Ensuring compliance with all regulatory requirements Building strong relationships with clients and team members What We're Looking For: Working towards or keen to start the Diploma in Regulated Financial Planning Good experience in financial planning administration in a similar setting Strong communication, research, and report-writing skills A keen eye for detail and excellent organisational abilities Proficiency in Microsoft Office What's On Offer: Competitive salary and benefits package A supportive, collaborative team environment Training and development with study support towards professional qualifications A chance to grow your career in a respected and forward-thinking firm Ready to launch your career in financial planning? Apply now and become part of a team that values your growth and success. For a confidential chat, contact Pauline Low at Reed on
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.
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
Sep 01, 2025
Full time
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
Exchange Street Claims & Financial Services
Preston, Lancashire
Ouch. Glass ceilings hurt. You're ambitious and want to keep improving. But where you are there's no training, no advancement and no learning.You won't face those problems here. This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that. Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that's where you come in. When you join you'll have support whichever way you turn. You'll not only have a manager but you'll get a mentor and buddies from different teams. And if you see your future as a financial planner they can support that too. That is a long way off there, but that will give you time to get your diploma and ramp up your technical skills. Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill. There are other nice touches too. Your voice will be heard. They've changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You're encouraged to challenge the advisers if you believe there's a better solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them.How many businesses offer that? The package is on the healthy side with a starting salary of up to £40,000. There's also:o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working dayso 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)o Employee recognition awardso New and improved programme for succession planning and supportive management structure to help you realise your potentialo Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED:You'll have experience as an administrator within financial and either on the way to level 4 qualification or eager to start.You don't need to come from an IFA background as you're joining a firm that's all about training and development - an expert you will become.IO experience would be good but is not a pre-requisite. -Learning and development, progression and an excellent package combined with agile working. What's not to like?Want to know more? Click apply and we will be in touch.Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you.Everyone will receive a response.
Sep 01, 2025
Full time
Ouch. Glass ceilings hurt. You're ambitious and want to keep improving. But where you are there's no training, no advancement and no learning.You won't face those problems here. This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that. Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that's where you come in. When you join you'll have support whichever way you turn. You'll not only have a manager but you'll get a mentor and buddies from different teams. And if you see your future as a financial planner they can support that too. That is a long way off there, but that will give you time to get your diploma and ramp up your technical skills. Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill. There are other nice touches too. Your voice will be heard. They've changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You're encouraged to challenge the advisers if you believe there's a better solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them.How many businesses offer that? The package is on the healthy side with a starting salary of up to £40,000. There's also:o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working dayso 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)o Employee recognition awardso New and improved programme for succession planning and supportive management structure to help you realise your potentialo Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED:You'll have experience as an administrator within financial and either on the way to level 4 qualification or eager to start.You don't need to come from an IFA background as you're joining a firm that's all about training and development - an expert you will become.IO experience would be good but is not a pre-requisite. -Learning and development, progression and an excellent package combined with agile working. What's not to like?Want to know more? Click apply and we will be in touch.Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you.Everyone will receive a response.
Join Our Clients Established Team as an IFA Administrator - Edinburgh Structured Career Path to Trainee/Paraplanner - Supportive Team Environment - Professional Development Are you an experienced IFA Administrator ready to take the next step in your financial services career? We're looking for a proactive and detail-oriented individual to join our clients dynamic Edinburgh office, where you'll play a key role in supporting Financial Advisers and Office Manager - and begin your journey towards becoming a Paraplanner. What You'll Be Doing: Preparing client illustrations and paperwork Processing new business applications (paper & online) Managing fund switches and rebalances Sending and chasing Letters of Authority Formatting suitability reports and pension research Issuing policy documentation and valuations Supporting bereaved families with sensitive documentation Maintaining accurate client records in our back-office system Assisting with training of new team members Ensuring FCA and company compliance Handling client and provider communications General office duties and ad hoc research tasks What We're Looking For: Previous experience working in a Financial Adviser environment is essential Strong IT skills: Microsoft Word, Excel, Outlook, Internet Explorer Experience with platforms and provider websites Knowledge of Intelligent Office Excellent communication and interpersonal skills Detail-oriented, organised, and deadline-driven A team player with a passion for learning and development Why Join Our Clients Team? Competitive Salary and benefits package Clear development path to Paraplanner role Supportive and collaborative team culture Opportunity to work closely with experienced professionals Ongoing training and mentoring Central Edinburgh location Ready to grow your career in financial services? Apply now and take the first step toward becoming a Paraplanner in a company that invests in your future. For a confidential chat, please reach out to Pauline Low at Reed on or via LinkedIn
Sep 01, 2025
Full time
Join Our Clients Established Team as an IFA Administrator - Edinburgh Structured Career Path to Trainee/Paraplanner - Supportive Team Environment - Professional Development Are you an experienced IFA Administrator ready to take the next step in your financial services career? We're looking for a proactive and detail-oriented individual to join our clients dynamic Edinburgh office, where you'll play a key role in supporting Financial Advisers and Office Manager - and begin your journey towards becoming a Paraplanner. What You'll Be Doing: Preparing client illustrations and paperwork Processing new business applications (paper & online) Managing fund switches and rebalances Sending and chasing Letters of Authority Formatting suitability reports and pension research Issuing policy documentation and valuations Supporting bereaved families with sensitive documentation Maintaining accurate client records in our back-office system Assisting with training of new team members Ensuring FCA and company compliance Handling client and provider communications General office duties and ad hoc research tasks What We're Looking For: Previous experience working in a Financial Adviser environment is essential Strong IT skills: Microsoft Word, Excel, Outlook, Internet Explorer Experience with platforms and provider websites Knowledge of Intelligent Office Excellent communication and interpersonal skills Detail-oriented, organised, and deadline-driven A team player with a passion for learning and development Why Join Our Clients Team? Competitive Salary and benefits package Clear development path to Paraplanner role Supportive and collaborative team culture Opportunity to work closely with experienced professionals Ongoing training and mentoring Central Edinburgh location Ready to grow your career in financial services? Apply now and take the first step toward becoming a Paraplanner in a company that invests in your future. For a confidential chat, please reach out to Pauline Low at Reed on or via LinkedIn
Financial Planner, West or South Yorkshire (Client Bank Provided) Uncapped OTE circa £80,000 - £110,000 About the Firm Creative Financial Management offer a comprehensive financial planning service for all its clients including mortgage, investment, protection, pension, and estate planning needs. They are currently looking for a Financial Planner to join the team to support with the growth and development of the business. About the Role This is a rare opportunity to benefit from immediate access to an existing client bank of active households across West and South Yorkshire, working on a remote, or hybrid basis, and with a wealth of support and opportunities for development. We are looking for a pro-active and quality focused Financial Planner who can build long-term relationships based on trust. You might be a Mortgage Adviser who wants to take a step up into Financial Planning, or you may be an experienced Financial Planner. We also welcome applications from those Paraplanners or Trainee Financial Advisers who wish to take a step up. You must however be self-motivated and driven to exceed customer expectations. The benefits The opportunity for guaranteed income for the first 6 months and a strong support package Qualified leads provided, working with an active client base Flexible working hours and location Support from a mentor with training and personal development opportunities Your responsibilities will include: Providing quality advice on pensions, investments, protection and all aspects of financial planning, to a range of active clients across Leeds, Doncaster, and the wider Yorkshire region. You will be responsible for managing client enquiries and the advice process end-to-end. You will be responsible for booking appointments, fact finding, research and product recommendation Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews. If you have a mortgage qualification, providing mortgage advice can also be part of the remit. Building outstanding client rapport to generate future business. Deliver outstanding levels of personal and professional integrity, regularly updating knowledge of regulations, practices and financial products. You will benefit from both flexible working options and ongoing training and development. You will be building and nourishing relationships with clients who really value quality service. You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads. What will you need to succeed? This opportunity will suit a customer focused Financial Planner who is able to build lasting relationships based on trust. You must be focused on working to the highest quality standards and confident to work independently, but with the support of a mentor and a wider internal team, as well as benefiting from dedicated support by an award-winning network. We can consider applications from Financial Advisers with all ranges of experience, or Mortgage Advisers who have qualified for Financial Planning and wish to progress. You will benefit from a market leading proposition You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit the needs of you and your clients You will need to be based within close proximity to the core client base in Yorkshire and will undertake some face-to-face meetings as well as virtual consultations. Creative Financial Management is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
Sep 01, 2025
Full time
Financial Planner, West or South Yorkshire (Client Bank Provided) Uncapped OTE circa £80,000 - £110,000 About the Firm Creative Financial Management offer a comprehensive financial planning service for all its clients including mortgage, investment, protection, pension, and estate planning needs. They are currently looking for a Financial Planner to join the team to support with the growth and development of the business. About the Role This is a rare opportunity to benefit from immediate access to an existing client bank of active households across West and South Yorkshire, working on a remote, or hybrid basis, and with a wealth of support and opportunities for development. We are looking for a pro-active and quality focused Financial Planner who can build long-term relationships based on trust. You might be a Mortgage Adviser who wants to take a step up into Financial Planning, or you may be an experienced Financial Planner. We also welcome applications from those Paraplanners or Trainee Financial Advisers who wish to take a step up. You must however be self-motivated and driven to exceed customer expectations. The benefits The opportunity for guaranteed income for the first 6 months and a strong support package Qualified leads provided, working with an active client base Flexible working hours and location Support from a mentor with training and personal development opportunities Your responsibilities will include: Providing quality advice on pensions, investments, protection and all aspects of financial planning, to a range of active clients across Leeds, Doncaster, and the wider Yorkshire region. You will be responsible for managing client enquiries and the advice process end-to-end. You will be responsible for booking appointments, fact finding, research and product recommendation Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews. If you have a mortgage qualification, providing mortgage advice can also be part of the remit. Building outstanding client rapport to generate future business. Deliver outstanding levels of personal and professional integrity, regularly updating knowledge of regulations, practices and financial products. You will benefit from both flexible working options and ongoing training and development. You will be building and nourishing relationships with clients who really value quality service. You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads. What will you need to succeed? This opportunity will suit a customer focused Financial Planner who is able to build lasting relationships based on trust. You must be focused on working to the highest quality standards and confident to work independently, but with the support of a mentor and a wider internal team, as well as benefiting from dedicated support by an award-winning network. We can consider applications from Financial Advisers with all ranges of experience, or Mortgage Advisers who have qualified for Financial Planning and wish to progress. You will benefit from a market leading proposition You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit the needs of you and your clients You will need to be based within close proximity to the core client base in Yorkshire and will undertake some face-to-face meetings as well as virtual consultations. Creative Financial Management is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
Job Title: Trainee Paraplanner Location: Manchester City Centre Salary: £30,000 - £36,000 (depending on experience and qualifications) Contract Type: Full-time, Permanent Working Hours: Monday Friday, 9:00am 5:00pm Overview: A well-established and highly respected independent financial planning firm is looking for a proactive and detail-oriented Trainee Paraplanner to join its expanding team. This is a great opportunity for someone looking to build or progress their career within financial services, particularly in a supportive environment with clear opportunities for professional development and exam support. Candidates not yet Level 4 qualified will enter the role as a Junior Trainee Paraplanner , with the expectation to progress upon qualification. The Role: Working closely with Financial Advisers, you will be responsible for investment and product research, producing documentation, and drafting suitability reports in support of client advice. You ll play a key role in ensuring the accuracy, compliance, and clarity of the advice process. Key Responsibilities: Interpret and document client advice based on individual circumstances, objectives, and risk profiles. Conduct product and fund research using tools such as Adviser Asset, FE Analytics, and internal systems. Source pre-sale documentation including illustrations, quotations, and product literature. Draft clear and compliant pre-sale suitability reports and advice letters. Maintain and update suitability report templates. Stay informed on product, regulatory, and legislative developments. Ensure adherence to the FCA s Conduct Rules. Key Skills & Experience: Essential: Minimum GCSE Grade C (or equivalent) in Maths and English. Relevant experience in a similar role within an Independent Financial Adviser (IFA) practice. Strong IT skills, particularly with Microsoft Office (Word, Excel, Outlook). Solid understanding of pensions, investments, and protection products. Familiarity with provider platforms such as Standard Life, AJ Bell, and Aviva. Excellent organisational and communication skills. Strong attention to detail and a process-driven mindset. Ability to interpret complex information and identify gaps or inconsistencies. Willingness to learn and pursue professional qualifications. Desirable: Degree in a relevant field (e.g. Finance, Economics, Accounting, Business). Experience with platforms such as XPlan (Iress), Adviser Asset, or FE Analytics. Currently working toward Level 4 Diploma in Regulated Financial Planning (or commitment to achieve it within 3 years). What s on Offer: A supportive environment with real potential for career progression. Options for professional study support and exam bonuses (up to £100 per exam passed). 8% pension contribution (after 3 months). 3x salary death in service benefit (after 3 months). 1x salary group critical illness cover (after 12 months). 24 days holiday plus bank holidays. Office closure over the Christmas period without using annual leave.
Sep 01, 2025
Full time
Job Title: Trainee Paraplanner Location: Manchester City Centre Salary: £30,000 - £36,000 (depending on experience and qualifications) Contract Type: Full-time, Permanent Working Hours: Monday Friday, 9:00am 5:00pm Overview: A well-established and highly respected independent financial planning firm is looking for a proactive and detail-oriented Trainee Paraplanner to join its expanding team. This is a great opportunity for someone looking to build or progress their career within financial services, particularly in a supportive environment with clear opportunities for professional development and exam support. Candidates not yet Level 4 qualified will enter the role as a Junior Trainee Paraplanner , with the expectation to progress upon qualification. The Role: Working closely with Financial Advisers, you will be responsible for investment and product research, producing documentation, and drafting suitability reports in support of client advice. You ll play a key role in ensuring the accuracy, compliance, and clarity of the advice process. Key Responsibilities: Interpret and document client advice based on individual circumstances, objectives, and risk profiles. Conduct product and fund research using tools such as Adviser Asset, FE Analytics, and internal systems. Source pre-sale documentation including illustrations, quotations, and product literature. Draft clear and compliant pre-sale suitability reports and advice letters. Maintain and update suitability report templates. Stay informed on product, regulatory, and legislative developments. Ensure adherence to the FCA s Conduct Rules. Key Skills & Experience: Essential: Minimum GCSE Grade C (or equivalent) in Maths and English. Relevant experience in a similar role within an Independent Financial Adviser (IFA) practice. Strong IT skills, particularly with Microsoft Office (Word, Excel, Outlook). Solid understanding of pensions, investments, and protection products. Familiarity with provider platforms such as Standard Life, AJ Bell, and Aviva. Excellent organisational and communication skills. Strong attention to detail and a process-driven mindset. Ability to interpret complex information and identify gaps or inconsistencies. Willingness to learn and pursue professional qualifications. Desirable: Degree in a relevant field (e.g. Finance, Economics, Accounting, Business). Experience with platforms such as XPlan (Iress), Adviser Asset, or FE Analytics. Currently working toward Level 4 Diploma in Regulated Financial Planning (or commitment to achieve it within 3 years). What s on Offer: A supportive environment with real potential for career progression. Options for professional study support and exam bonuses (up to £100 per exam passed). 8% pension contribution (after 3 months). 3x salary death in service benefit (after 3 months). 1x salary group critical illness cover (after 12 months). 24 days holiday plus bank holidays. Office closure over the Christmas period without using annual leave.
A fantastic opportunity to join an established and Financial Management company in Cardiff as Technical Paraplanning Manager on a permanent basis. In this key role, you will support, develop and manage the paraplanning team, overseeing their workload, and managing their development. You will also provide technical and research support to Financial Planners in the delivery of their advice to clients, including completing research and analysis, preparing suitability letters and writing client reports. Location: On the outskirts of Cardiff. Due to location, you will need to be a driver. Hours: Our client run a 4 day working week, working Monday to Thursday, 9am-5pm (no condensed hours or reduction in salary!) What you'll be doing: Monitor quality of Paraplanning work produced by Paraplanners/Trainee Paraplanners, acting as point of contact regarding all paraplanning queries. Preparation of all client cashflows ready for monthly and annual meetings. Analysing and interpreting data; using research tools to provide solutions to meet client needs and objectives; providing specific client portfolio reporting. Provide appendices, illustrations, applications and key features documentation for suitability letters and reports. Implementing agreed actions from Authority to Proceed notifications. Monitor Negative Cash positions on a monthly basis and recommend appropriate solutions. Complete annual ISA reporting; ensuring clients utilise the annual ISA allowances. Participate and contribute to the investment committee meetings, and attend regular meetings with the Leadership Team. What we're looking for: Strong experience working within a financial planning environment. Experience of supporting and developing a team. Ability to work efficiently under own initiative with excellent attention to detail. GCSEs Grades (A-C/1-3) in Mathematics and English. Diploma in Financial Planning or equivalent, or prepared to study to level 6. Strong IT skills including Microsoft Office, Excel and financial software. Excellent telephone manner with a strong focus on customer service. Salary & Benefits: Salary will be circa 50k depending on experience. A fantastic benefits package including - 4 day working week. 28 days holiday per year plus bank holiday (reduced by 20% due to 4 day week). 1 week off for Christmas, not taken from your annual leave entitlement. Company pension scheme (after 3 months). Private Medical Insurance (after 12 months). Summer & Christmas bonus based on company performance. Team away days and social events throughout the year. Supporting, friendly team with opportunities to progress.
Sep 01, 2025
Full time
A fantastic opportunity to join an established and Financial Management company in Cardiff as Technical Paraplanning Manager on a permanent basis. In this key role, you will support, develop and manage the paraplanning team, overseeing their workload, and managing their development. You will also provide technical and research support to Financial Planners in the delivery of their advice to clients, including completing research and analysis, preparing suitability letters and writing client reports. Location: On the outskirts of Cardiff. Due to location, you will need to be a driver. Hours: Our client run a 4 day working week, working Monday to Thursday, 9am-5pm (no condensed hours or reduction in salary!) What you'll be doing: Monitor quality of Paraplanning work produced by Paraplanners/Trainee Paraplanners, acting as point of contact regarding all paraplanning queries. Preparation of all client cashflows ready for monthly and annual meetings. Analysing and interpreting data; using research tools to provide solutions to meet client needs and objectives; providing specific client portfolio reporting. Provide appendices, illustrations, applications and key features documentation for suitability letters and reports. Implementing agreed actions from Authority to Proceed notifications. Monitor Negative Cash positions on a monthly basis and recommend appropriate solutions. Complete annual ISA reporting; ensuring clients utilise the annual ISA allowances. Participate and contribute to the investment committee meetings, and attend regular meetings with the Leadership Team. What we're looking for: Strong experience working within a financial planning environment. Experience of supporting and developing a team. Ability to work efficiently under own initiative with excellent attention to detail. GCSEs Grades (A-C/1-3) in Mathematics and English. Diploma in Financial Planning or equivalent, or prepared to study to level 6. Strong IT skills including Microsoft Office, Excel and financial software. Excellent telephone manner with a strong focus on customer service. Salary & Benefits: Salary will be circa 50k depending on experience. A fantastic benefits package including - 4 day working week. 28 days holiday per year plus bank holiday (reduced by 20% due to 4 day week). 1 week off for Christmas, not taken from your annual leave entitlement. Company pension scheme (after 3 months). Private Medical Insurance (after 12 months). Summer & Christmas bonus based on company performance. Team away days and social events throughout the year. Supporting, friendly team with opportunities to progress.
