Chartered Financial Planner - Up to £100,000+ Location: South West England (Hybrid / Flexible Working Available) Reference : 9867 An award-winning firm of Chartered Financial Planners is seeking an experienced Chartered Financial Planner to join its growing team. You'll play a key role in servicing an established portfolio of clients while also developing new opportunities through a strong internal network of accountants and business advisers. If you're passionate about working closely with clients, understanding their long-term goals, and delivering practical, strategic advice that makes a genuine impact - not just ticking compliance boxes - then this is the role for you. Why Join? Access to a high-quality, well-established client base Strong regional presence with a supportive internal referral network Professional development and opportunities for further specialisation A collaborative, friendly, and professional culture Flexible and hybrid working arrangements Key Responsibilities Deliver comprehensive, client-focused financial planning advice Build and maintain strong client and introducer relationships Network and present to professional groups Undertake fact finds, research, and suitability report writing Provide clear, practical recommendations and support with implementation Conduct regular client reviews and maintain accurate records Keep up to date with products, legislation, and technical developments Ensure compliance with FCA regulations and internal procedures Contribute to team targets and overall business growth About You Chartered Financial Planner status (CII) - essential Level 6 CII Advanced Diploma in Financial Planning Current Competent Adviser Status Minimum 5 years' relevant financial services experience Proven suitability report writing skills Strong relationship-building, communication, and influencing skills Commercially minded and pragmatic in approach IT proficient (Microsoft Office; FE Analytics/Intelligent Office desirable) SOLLA Accreditation desirable Benefits & Package Salary up to £100,000+ depending on experience 25 days annual leave plus bank holidays Pension contributions (enhanced after length of service) Bonus and commission schemes Private medical and flexible benefits package Healthcare cashback scheme & employee assistance programme Enhanced family leave policies Annual salary review How to Apply If you are an ambitious and client-focused Chartered Financial Planner seeking your next career move, please apply with your CV and a covering letter outlining your suitability, current salary (if applicable), salary expectations, and preferred office location.
Sep 04, 2025
Full time
Chartered Financial Planner - Up to £100,000+ Location: South West England (Hybrid / Flexible Working Available) Reference : 9867 An award-winning firm of Chartered Financial Planners is seeking an experienced Chartered Financial Planner to join its growing team. You'll play a key role in servicing an established portfolio of clients while also developing new opportunities through a strong internal network of accountants and business advisers. If you're passionate about working closely with clients, understanding their long-term goals, and delivering practical, strategic advice that makes a genuine impact - not just ticking compliance boxes - then this is the role for you. Why Join? Access to a high-quality, well-established client base Strong regional presence with a supportive internal referral network Professional development and opportunities for further specialisation A collaborative, friendly, and professional culture Flexible and hybrid working arrangements Key Responsibilities Deliver comprehensive, client-focused financial planning advice Build and maintain strong client and introducer relationships Network and present to professional groups Undertake fact finds, research, and suitability report writing Provide clear, practical recommendations and support with implementation Conduct regular client reviews and maintain accurate records Keep up to date with products, legislation, and technical developments Ensure compliance with FCA regulations and internal procedures Contribute to team targets and overall business growth About You Chartered Financial Planner status (CII) - essential Level 6 CII Advanced Diploma in Financial Planning Current Competent Adviser Status Minimum 5 years' relevant financial services experience Proven suitability report writing skills Strong relationship-building, communication, and influencing skills Commercially minded and pragmatic in approach IT proficient (Microsoft Office; FE Analytics/Intelligent Office desirable) SOLLA Accreditation desirable Benefits & Package Salary up to £100,000+ depending on experience 25 days annual leave plus bank holidays Pension contributions (enhanced after length of service) Bonus and commission schemes Private medical and flexible benefits package Healthcare cashback scheme & employee assistance programme Enhanced family leave policies Annual salary review How to Apply If you are an ambitious and client-focused Chartered Financial Planner seeking your next career move, please apply with your CV and a covering letter outlining your suitability, current salary (if applicable), salary expectations, and preferred office location.
Associate Director - Town Planning Location: Bedford or Warwickshire Salary negotiable DOE Carrington West is proud to partner with our client in their search for an accomplished Town Planner to join the team as an Associate Director. This is a key leadership role within the planning department, offering the opportunity to shape and influence projects across a variety of sectors. About the Role Our client is looking for an experienced planning professional with 8-10 years of industry experience, the majority of which should have been gained within the private sector. Chartered RTPI membership is essential, and a postgraduate qualification in Planning or a related discipline is highly desirable. Significant post-Chartership experience is expected. As an Associate Director, you will operate with a high degree of independence under the guidance of Directors. You will manage a wide range of responsibilities, including: Leading projects from start to finish Handling planning applications of varying scales Preparing local plan representations and promoting sites Managing appeals, public inquiries, and Examination in Public work The role also involves business development, including maintaining and expanding our strong presence across the East of England and East Midlands. You will have the opportunity to contribute to a growing national portfolio spanning residential, specialist housing, and commercial projects. Key Responsibilities Lead project work, mentor junior team members, and ensure delivery to high standards Build and maintain strong client relationships through networking and regular engagement Represent clients at hearings, public inquiries, and other forums where required Prepare tenders, fee proposals, and manage project budgets effectively What We're Looking For Extensive experience in planning applications, appeals, and commercial planning advice Exceptional written, verbal, and technical skills Ability to work both independently and as part of a team A proactive, self-motivated attitude with a strong focus on growth and client development Full UK driving licence Desirable Skills Business development experience, including generating new work Experience of appearing at public inquiries or hearings Strong financial management skills including budgeting and billing Experience mentoring and developing junior team members Why Join Us? Our client is committed to supporting your professional development through ongoing training programmes. They also prioritise wellbeing, diversity, and inclusion, fostering a positive and supportive workplace culture. If you're ready to take the next step in your planning career and make a real impact, we'd love to hear from you. Please contact Georgia Cookson on (phone number removed), or (url removed) to find out more Job reference: 60295
Sep 04, 2025
Full time
Associate Director - Town Planning Location: Bedford or Warwickshire Salary negotiable DOE Carrington West is proud to partner with our client in their search for an accomplished Town Planner to join the team as an Associate Director. This is a key leadership role within the planning department, offering the opportunity to shape and influence projects across a variety of sectors. About the Role Our client is looking for an experienced planning professional with 8-10 years of industry experience, the majority of which should have been gained within the private sector. Chartered RTPI membership is essential, and a postgraduate qualification in Planning or a related discipline is highly desirable. Significant post-Chartership experience is expected. As an Associate Director, you will operate with a high degree of independence under the guidance of Directors. You will manage a wide range of responsibilities, including: Leading projects from start to finish Handling planning applications of varying scales Preparing local plan representations and promoting sites Managing appeals, public inquiries, and Examination in Public work The role also involves business development, including maintaining and expanding our strong presence across the East of England and East Midlands. You will have the opportunity to contribute to a growing national portfolio spanning residential, specialist housing, and commercial projects. Key Responsibilities Lead project work, mentor junior team members, and ensure delivery to high standards Build and maintain strong client relationships through networking and regular engagement Represent clients at hearings, public inquiries, and other forums where required Prepare tenders, fee proposals, and manage project budgets effectively What We're Looking For Extensive experience in planning applications, appeals, and commercial planning advice Exceptional written, verbal, and technical skills Ability to work both independently and as part of a team A proactive, self-motivated attitude with a strong focus on growth and client development Full UK driving licence Desirable Skills Business development experience, including generating new work Experience of appearing at public inquiries or hearings Strong financial management skills including budgeting and billing Experience mentoring and developing junior team members Why Join Us? Our client is committed to supporting your professional development through ongoing training programmes. They also prioritise wellbeing, diversity, and inclusion, fostering a positive and supportive workplace culture. If you're ready to take the next step in your planning career and make a real impact, we'd love to hear from you. Please contact Georgia Cookson on (phone number removed), or (url removed) to find out more Job reference: 60295
Financial Planner Office Angels are looking for a professional and motivated Financial Planner to join a fantastic South West organisation. This is an exciting opportunity for a self-driven individual who thrives on helping clients make smart, profitable decisions to achieve their financial goals. You'll play a key role as a trusted advisor, managing a portfolio of clients and providing holistic guidance across investments, savings, and pensions. The ideal candidate is an excellent communicator, analytical, and client-focused. You will bring a balance of professional expertise and a friendly, approachable manner, ensuring clients feel valued and supported. Salary & Benefits: 50,000 - 60,000 per annum 50,000 starting salary 60,000 available for candidates with Chartered status For those not yet Chartered, we provide structured support and sponsorship to help you achieve Chartered status and progress to the higher salary band The overall package is negotiable Health insurance Company pension scheme Ongoing professional development and career growth opportunities Key Responsibilities: Review and evaluate client's financial documents including income, expenses, and liabilities Provide tailored advice on pensions, insurance, and investment planning Deliver annual review meetings and maintain long-term client relationships Monitor client's needs and adjust plans as required Present and promote financial products and services where appropriate Collaborate closely with colleagues across the team Keep up to date with regulations, market practices, and new financial products What We're Looking For: Excellent communication and presentation skills Strong attention to detail with the ability to think analytically A proactive learner with excellent problem-solving abilities Demonstrated experience building and maintaining client relationships Chartered status preferred (essential for top band salary) Please apply or call (phone number removed) and speak to the team or email (url removed) Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Sep 02, 2025
Full time
Financial Planner Office Angels are looking for a professional and motivated Financial Planner to join a fantastic South West organisation. This is an exciting opportunity for a self-driven individual who thrives on helping clients make smart, profitable decisions to achieve their financial goals. You'll play a key role as a trusted advisor, managing a portfolio of clients and providing holistic guidance across investments, savings, and pensions. The ideal candidate is an excellent communicator, analytical, and client-focused. You will bring a balance of professional expertise and a friendly, approachable manner, ensuring clients feel valued and supported. Salary & Benefits: 50,000 - 60,000 per annum 50,000 starting salary 60,000 available for candidates with Chartered status For those not yet Chartered, we provide structured support and sponsorship to help you achieve Chartered status and progress to the higher salary band The overall package is negotiable Health insurance Company pension scheme Ongoing professional development and career growth opportunities Key Responsibilities: Review and evaluate client's financial documents including income, expenses, and liabilities Provide tailored advice on pensions, insurance, and investment planning Deliver annual review meetings and maintain long-term client relationships Monitor client's needs and adjust plans as required Present and promote financial products and services where appropriate Collaborate closely with colleagues across the team Keep up to date with regulations, market practices, and new financial products What We're Looking For: Excellent communication and presentation skills Strong attention to detail with the ability to think analytically A proactive learner with excellent problem-solving abilities Demonstrated experience building and maintaining client relationships Chartered status preferred (essential for top band salary) Please apply or call (phone number removed) and speak to the team or email (url removed) Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Junior Paraplanner - Boutique Wealth Management Firm Bristol £28,000 - £40,000 Bonus Excellent Benefits Are you an IFA Administrator ready to take the next step in your career? Or a Paraplanner who's feeling stuck in a report-writing-only role and craving more involvement and technical challenge? This is your chance to join a well-established, boutique financial planning firm where client care, holistic advice, and genuine team culture come first. Our client is offering a rare opportunity to step into a cradle-to-grave Paraplanning role, with full support, real variety, and long-term growth. What's in it for you? Be part of something meaningful: This is a firm where clients are known by name, not by number. You'll be joining a highly respected business with a strong, loyal client bank and glowing testimonials to back it up. End-to-end Paraplanning exposure: From business processing and liaising with providers, through to building detailed cashflow models and writing bespoke reports - you'll be involved in everything. Supportive leadership: The business has a dedicated Operations Manager who has built outstanding processes and procedures, making the firm almost entirely paperless and the Paraplanner's role as seamless and efficient as possible. Learn and grow: The team has a brilliant track record of mentoring junior candidates into fully-fledged, technically strong Paraplanners - with full support right through to Chartered, if that's your goal. Supportive culture: With 3 advisers and 3 support staff, the team is tight-knit, encouraging, and collaborative. You'll never be just a cog in the machine. Great environment: Based in a desirable part of Bristol, the open-plan offices are just a 10-minute walk from the city centre, close to a well-connected station. Prefer to drive? No problem - they'll cover your parking permit. Package & Benefits: Salary: £28,000 - £40,000 (depending on experience) Bonus: Discretionary annual bonus Pension: 8% non-contributory Flexibility: Flexible working hours Protection: Income protection policy included Development: Full exam support (including through to Chartered) The Role: Collaborate closely with advisers and administrators Conduct full product research and due diligence Support with business processing and provider communications Prepare detailed, compliant and bespoke financial planning reports Build and update cashflow models using industry-leading tools Support client reviews and ongoing planning If you're looking for a role where you can really roll up your sleeves, be valued as a core part of the team, and make a difference to clients' lives - this could be just what you've been looking for.
Sep 02, 2025
Full time
Junior Paraplanner - Boutique Wealth Management Firm Bristol £28,000 - £40,000 Bonus Excellent Benefits Are you an IFA Administrator ready to take the next step in your career? Or a Paraplanner who's feeling stuck in a report-writing-only role and craving more involvement and technical challenge? This is your chance to join a well-established, boutique financial planning firm where client care, holistic advice, and genuine team culture come first. Our client is offering a rare opportunity to step into a cradle-to-grave Paraplanning role, with full support, real variety, and long-term growth. What's in it for you? Be part of something meaningful: This is a firm where clients are known by name, not by number. You'll be joining a highly respected business with a strong, loyal client bank and glowing testimonials to back it up. End-to-end Paraplanning exposure: From business processing and liaising with providers, through to building detailed cashflow models and writing bespoke reports - you'll be involved in everything. Supportive leadership: The business has a dedicated Operations Manager who has built outstanding processes and procedures, making the firm almost entirely paperless and the Paraplanner's role as seamless and efficient as possible. Learn and grow: The team has a brilliant track record of mentoring junior candidates into fully-fledged, technically strong Paraplanners - with full support right through to Chartered, if that's your goal. Supportive culture: With 3 advisers and 3 support staff, the team is tight-knit, encouraging, and collaborative. You'll never be just a cog in the machine. Great environment: Based in a desirable part of Bristol, the open-plan offices are just a 10-minute walk from the city centre, close to a well-connected station. Prefer to drive? No problem - they'll cover your parking permit. Package & Benefits: Salary: £28,000 - £40,000 (depending on experience) Bonus: Discretionary annual bonus Pension: 8% non-contributory Flexibility: Flexible working hours Protection: Income protection policy included Development: Full exam support (including through to Chartered) The Role: Collaborate closely with advisers and administrators Conduct full product research and due diligence Support with business processing and provider communications Prepare detailed, compliant and bespoke financial planning reports Build and update cashflow models using industry-leading tools Support client reviews and ongoing planning If you're looking for a role where you can really roll up your sleeves, be valued as a core part of the team, and make a difference to clients' lives - this could be just what you've been looking for.
Financial Advisor - Somerset - £60,000 Flexibility A well-established and growing wealth management firm is seeking an experienced Financial Advisor to join their team in Somerset. This opportunity has arisen due to the planned departure of a long-serving advisor, creating the chance to inherit a large existing client book. Clients typically have portfolios starting from £250,000 and are serviced under the firm's core service proposition. Key Highlights: Competitive salary around £60,000, with flexibility depending on experience Hybrid working available - 1-2 days from home Firm manages over £275m in AUM Support structure includes a Paraplanner and Administrator per advisor Majority of investments run through DFM or MPS on the Parmenion platform Excellent potential for career growth, with acquisition plans in the pipeline What They're Looking For: Ideally CAS and Chartered (or working towards) Strong client-facing skills and confidence are essential Desire to build long-term relationships within a professional and supportive environment If you're an ambitious and personable advisor looking to join a firm with strong foundations and exciting future growth plans, this could be the perfect next step
Sep 02, 2025
Full time
Financial Advisor - Somerset - £60,000 Flexibility A well-established and growing wealth management firm is seeking an experienced Financial Advisor to join their team in Somerset. This opportunity has arisen due to the planned departure of a long-serving advisor, creating the chance to inherit a large existing client book. Clients typically have portfolios starting from £250,000 and are serviced under the firm's core service proposition. Key Highlights: Competitive salary around £60,000, with flexibility depending on experience Hybrid working available - 1-2 days from home Firm manages over £275m in AUM Support structure includes a Paraplanner and Administrator per advisor Majority of investments run through DFM or MPS on the Parmenion platform Excellent potential for career growth, with acquisition plans in the pipeline What They're Looking For: Ideally CAS and Chartered (or working towards) Strong client-facing skills and confidence are essential Desire to build long-term relationships within a professional and supportive environment If you're an ambitious and personable advisor looking to join a firm with strong foundations and exciting future growth plans, this could be the perfect next step
Chartered Financial Planner Location : Exeter / Mid Devon Hours: Monday to Friday 36.25 hours per week / flexible and hybrid working options available Salary: £65,000 - £100,000 per annum, DOE Are you looking for your next step as a Chartered Financial Planner? Hawk 3 Talent Solutions, operating as an employment business, are currently recruiting for an opportunity that offers the chance to work with an established client base, alongside a trusted team of accountants and business advisers who'll help you grow even further. What's in it for you? A portfolio of high-quality clients ready to engage with you Strong referral streams from our internal network of professionals Ongoing development and support to help you specialise further A collaborative, people-first culture Flexible and hybrid working options The role: Delivering practical, client-focused financial advice Building lasting relationships and developing business via introducers Presenting and networking with professionals Reviewing existing arrangements and finding the best solutions for client goals Preparing clear, plain-language recommendations Staying at the forefront of technical and regulatory changes What we're looking for Chartered Financial Planner status A genuine passion for understanding client goals and delivering clear, effective solutions Strong relationship-building skills and commercial awareness The benefits package includes: 25 days holiday + bank holidays Hybrid/flexible working Bonus and commission schemes Pension contributions up to 6% (matched) Private medical insurance options Enhanced family leave policies Annual salary review + additional perks (Cycle to Work, holiday buy/sell, EAP, death in service cover, and more) To apply for this position, please submit your CV via the Apple Now button or contact Shannon Bunch on (url removed)
Sep 02, 2025
Full time
Chartered Financial Planner Location : Exeter / Mid Devon Hours: Monday to Friday 36.25 hours per week / flexible and hybrid working options available Salary: £65,000 - £100,000 per annum, DOE Are you looking for your next step as a Chartered Financial Planner? Hawk 3 Talent Solutions, operating as an employment business, are currently recruiting for an opportunity that offers the chance to work with an established client base, alongside a trusted team of accountants and business advisers who'll help you grow even further. What's in it for you? A portfolio of high-quality clients ready to engage with you Strong referral streams from our internal network of professionals Ongoing development and support to help you specialise further A collaborative, people-first culture Flexible and hybrid working options The role: Delivering practical, client-focused financial advice Building lasting relationships and developing business via introducers Presenting and networking with professionals Reviewing existing arrangements and finding the best solutions for client goals Preparing clear, plain-language recommendations Staying at the forefront of technical and regulatory changes What we're looking for Chartered Financial Planner status A genuine passion for understanding client goals and delivering clear, effective solutions Strong relationship-building skills and commercial awareness The benefits package includes: 25 days holiday + bank holidays Hybrid/flexible working Bonus and commission schemes Pension contributions up to 6% (matched) Private medical insurance options Enhanced family leave policies Annual salary review + additional perks (Cycle to Work, holiday buy/sell, EAP, death in service cover, and more) To apply for this position, please submit your CV via the Apple Now button or contact Shannon Bunch on (url removed)
Paraplanner Up to £50,000 Bonus Hailsham Eastbourne (On-Site) We're working with a respected Financial Planning firm in East Sussex , who are looking to hire a skilled Paraplanner to join their team. This opportunity has arisen due to a team member moving on in October, and the firm is keen to secure a confident, technically strong individual to support their continued success. The Role You'll be working closely with one senior adviser, providing direct support across a range of high-net-worth client cases. Responsibilities include: Producing detailed and compliant suitability reports Conducting investment research and analysis Supporting with pensions, investments, probate and IHT planning Maintaining client files and documentation Liaising with providers and assisting with administrative tasks Engaging in client-facing responsibilities where required This is a fully on-site role with no hybrid option, ideal for someone who thrives in a collaborative office environment and enjoys being hands-on with complex financial planning. Requirements Level 4 Diploma in Regulated Financial Planning (DipPFS) - essential Chartered status - desirable (or working towards) Minimum 2 years' experience in a Paraplanning role within an IFA or Financial Adviser office Strong understanding of compliance and FCA regulations Excellent technical knowledge , especially across pensions, investments, probate, and IHT Confident working independently and supporting senior advisers directly Benefits Salary up to £50,000+ (flexible for the right candidate) Discretionary bonus/commission based on individual performance and company profit Full exam support and funding Opportunity to work with HNW clients and gain exposure to complex planning cases If you're looking for a role where you can make a real impact and work closely with a highly experienced adviser, this could be the perfect next step.
Sep 01, 2025
Full time
Paraplanner Up to £50,000 Bonus Hailsham Eastbourne (On-Site) We're working with a respected Financial Planning firm in East Sussex , who are looking to hire a skilled Paraplanner to join their team. This opportunity has arisen due to a team member moving on in October, and the firm is keen to secure a confident, technically strong individual to support their continued success. The Role You'll be working closely with one senior adviser, providing direct support across a range of high-net-worth client cases. Responsibilities include: Producing detailed and compliant suitability reports Conducting investment research and analysis Supporting with pensions, investments, probate and IHT planning Maintaining client files and documentation Liaising with providers and assisting with administrative tasks Engaging in client-facing responsibilities where required This is a fully on-site role with no hybrid option, ideal for someone who thrives in a collaborative office environment and enjoys being hands-on with complex financial planning. Requirements Level 4 Diploma in Regulated Financial Planning (DipPFS) - essential Chartered status - desirable (or working towards) Minimum 2 years' experience in a Paraplanning role within an IFA or Financial Adviser office Strong understanding of compliance and FCA regulations Excellent technical knowledge , especially across pensions, investments, probate, and IHT Confident working independently and supporting senior advisers directly Benefits Salary up to £50,000+ (flexible for the right candidate) Discretionary bonus/commission based on individual performance and company profit Full exam support and funding Opportunity to work with HNW clients and gain exposure to complex planning cases If you're looking for a role where you can make a real impact and work closely with a highly experienced adviser, this could be the perfect next step.
Experienced Paraplanner Birmingham Up to 40,000 (dependant on experience) Location: Birmingham Salary: Up to 40,000 Ref: JC/BCR/31848 Looking for a Paraplanning role that offers more variety, challenge, and growth than the usual in-house position? Join a leading third-party paraplanning service provider in Birmingham and become part of a dynamic team supporting multiple financial advisers and firms across the UK. This is the perfect opportunity for an experienced Paraplanner who wants exposure to a wide range of cases, sectors, and planning scenarios - while working in a supportive, collaborative environment where your expertise makes a real difference. What you'll be doing: Preparing detailed, compliant suitability reports across pensions, investments, protection, and tax planning Conducting technical research and analysis to support high-quality financial advice Working closely with a variety of advisers, building strong professional relationships Managing a diverse caseload, keeping your role fresh and challenging every day Maintaining high technical standards while meeting deadlines in a fast-paced environment What we're looking for: An experienced Paraplanner (minimum 2+ years in role) Ideally Level 4 Diploma qualified (or working towards) Strong technical knowledge across pensions, investments, and tax planning Excellent communication skills and a proactive, solutions-focused mindset Ability to balance multiple cases while delivering accuracy and quality What's in it for you? Salary up to 40,000 (depending on experience) Career progression and ongoing professional development Support towards advanced qualifications (including chartered status) Generous holiday allowance Exposure to multiple clients, giving you broader experience than a traditional in-house role Collaborative, supportive Birmingham-based team If you're ready to take your Paraplanning career to the next level - with more variety, challenge, and growth - this is the role for you. Apply today and discover what a Paraplanning career with real variety feels like. Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Sep 01, 2025
Full time
Experienced Paraplanner Birmingham Up to 40,000 (dependant on experience) Location: Birmingham Salary: Up to 40,000 Ref: JC/BCR/31848 Looking for a Paraplanning role that offers more variety, challenge, and growth than the usual in-house position? Join a leading third-party paraplanning service provider in Birmingham and become part of a dynamic team supporting multiple financial advisers and firms across the UK. This is the perfect opportunity for an experienced Paraplanner who wants exposure to a wide range of cases, sectors, and planning scenarios - while working in a supportive, collaborative environment where your expertise makes a real difference. What you'll be doing: Preparing detailed, compliant suitability reports across pensions, investments, protection, and tax planning Conducting technical research and analysis to support high-quality financial advice Working closely with a variety of advisers, building strong professional relationships Managing a diverse caseload, keeping your role fresh and challenging every day Maintaining high technical standards while meeting deadlines in a fast-paced environment What we're looking for: An experienced Paraplanner (minimum 2+ years in role) Ideally Level 4 Diploma qualified (or working towards) Strong technical knowledge across pensions, investments, and tax planning Excellent communication skills and a proactive, solutions-focused mindset Ability to balance multiple cases while delivering accuracy and quality What's in it for you? Salary up to 40,000 (depending on experience) Career progression and ongoing professional development Support towards advanced qualifications (including chartered status) Generous holiday allowance Exposure to multiple clients, giving you broader experience than a traditional in-house role Collaborative, supportive Birmingham-based team If you're ready to take your Paraplanning career to the next level - with more variety, challenge, and growth - this is the role for you. Apply today and discover what a Paraplanning career with real variety feels like. Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Financial Administrator (wealth management) Offices near Horsham/West Grinstead (Sussex) Boutique IFA with 400 private clients £35k basic salary plus discretionary bonuses My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Financial Administrator who will be responsible for conducting end to end administration and supporting with the entire back-office function within the business. Duties will include but are not limited to: processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, general office administration, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 1 year of wealth management administration experience, ideally 2+ years, but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 01, 2025
Full time
Financial Administrator (wealth management) Offices near Horsham/West Grinstead (Sussex) Boutique IFA with 400 private clients £35k basic salary plus discretionary bonuses My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Financial Administrator who will be responsible for conducting end to end administration and supporting with the entire back-office function within the business. Duties will include but are not limited to: processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, general office administration, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 1 year of wealth management administration experience, ideally 2+ years, but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
We are working with a top tier Wealth Planning business, who provide an ultra-modern workplace to support virtual and face-to-face communications and offer agile and flexible working policies to allow our advisers and employees to find their own work life balance. They offer full paraplanners, PA and administrators support, who all working together to deliver an outstanding service to one another and clients.They offer a great home for advisers who feel held back by a staid work environment, static proposition, inflexible charging structure, lack of infrastructure or limited collaboration.They are keen for a quality adviser who share the companies values to join our team, and believe advisers should focus on relationship management and new client acquisition and the support ecosystem is designed to support this outcome.The business is looking for an entrepreneurial Planner who can bring both revenue and ideas for growth to the business. The successful candidate will be offered a small client bank initially but will be expected to seek new business opportunities. On top of this they also have professional introducer agreements in place and will always offer central support with the creation of new relationships.The role will work closely with the Head of Financial Planning and will involve some mentoring and developing of the existing Planner team.For more information, please apply for the role. 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 01, 2025
Full time
We are working with a top tier Wealth Planning business, who provide an ultra-modern workplace to support virtual and face-to-face communications and offer agile and flexible working policies to allow our advisers and employees to find their own work life balance. They offer full paraplanners, PA and administrators support, who all working together to deliver an outstanding service to one another and clients.They offer a great home for advisers who feel held back by a staid work environment, static proposition, inflexible charging structure, lack of infrastructure or limited collaboration.They are keen for a quality adviser who share the companies values to join our team, and believe advisers should focus on relationship management and new client acquisition and the support ecosystem is designed to support this outcome.The business is looking for an entrepreneurial Planner who can bring both revenue and ideas for growth to the business. The successful candidate will be offered a small client bank initially but will be expected to seek new business opportunities. On top of this they also have professional introducer agreements in place and will always offer central support with the creation of new relationships.The role will work closely with the Head of Financial Planning and will involve some mentoring and developing of the existing Planner team.For more information, please apply for the role. 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.
Chartered Financial Planner (or close to completion) Manage c.£45m AUM of existing clients FULLY REMOTE ROLE - come to office perhaps once a month (South London) £60k - £65k basic salary plus quarterly bonuses (£100k+ take home pay) 3 x validation and take home 37% of all fees above this threshold 3 - 5 years of advising experience needed My client are an independent wealth planning firm with offices in South London. I have placed 3 staff into the business and met the Directors. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Surrey. In their current setup they manage the affairs of clients with assets ranging from £100k - multiple millions. An average client has £500k - £750k of invested assets. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. The Managing Director is seeking a Chartered Financial Planner with 3 - 5 years of experience who will manage c.£45m AUM. This is a purely servicing role, there is no need to generate new business but if you do generate any new business this will be welcomed. This role will suit a candidate with a background in an independent wealth planning firm who is Chartered but my client will consider a very experienced adviser who is 1 exam away from completion. You will have dedicated admin and paraplanning support. If you have knowledge of Intelligent Office this would be helpful. You can work fully remotely and manage your diary, the clients are spread across London and the home counties and you will manage your own diary. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 01, 2025
Full time
Chartered Financial Planner (or close to completion) Manage c.£45m AUM of existing clients FULLY REMOTE ROLE - come to office perhaps once a month (South London) £60k - £65k basic salary plus quarterly bonuses (£100k+ take home pay) 3 x validation and take home 37% of all fees above this threshold 3 - 5 years of advising experience needed My client are an independent wealth planning firm with offices in South London. I have placed 3 staff into the business and met the Directors. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Surrey. In their current setup they manage the affairs of clients with assets ranging from £100k - multiple millions. An average client has £500k - £750k of invested assets. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. The Managing Director is seeking a Chartered Financial Planner with 3 - 5 years of experience who will manage c.£45m AUM. This is a purely servicing role, there is no need to generate new business but if you do generate any new business this will be welcomed. This role will suit a candidate with a background in an independent wealth planning firm who is Chartered but my client will consider a very experienced adviser who is 1 exam away from completion. You will have dedicated admin and paraplanning support. If you have knowledge of Intelligent Office this would be helpful. You can work fully remotely and manage your diary, the clients are spread across London and the home counties and you will manage your own diary. If this role sounds of interest or any other roles I am working on please get in touch.
Discover an Exceptional Opportunity for Rural Surveyors Are you a talented rural surveyor seeking an exciting new role? We have an incredible opportunity that you won't want to miss. Our client, a renowned property, land, and auction expert company founded 200 years ago, is currently looking to expand its team. With offices in Beccles, Diss, Halesworth, Harleston, Southwold, and London, they have established themselves as industry leaders in Norfolk, Suffolk, and beyond. What truly sets this company apart is the exceptional services team they have assembled. Comprising chartered surveyors, valuers, planners, and land agents, these qualified professionals uphold the highest standards of conduct and professionalism. Their commitment ensures that clients receive unparalleled service at all times. As the new Rural Surveyor, you will provide professional, and management services designed specifically for landowners, farmers, and estate owners, including: Land, Farms & Estates Agency: Engage in the buying, selling, and management of rural properties, farms, and estates. Formal Valuations: Conduct accurate and comprehensive valuations of rural properties. Rural Planning & Development: Navigate the intricacies of rural planning regulations. Land & Property Management: Oversee the day-to-day management of rural land and properties, optimising their value and potential. Rent Reviews and Renewals: Assist clients in navigating rental agreements and lease renewals. Property Law: Apply your knowledge of property law to provide expert guidance and advice to clients in legal matters. Compulsory Purchase: Support clients throughout the compulsory purchase process, ensuring fair compensation and protecting their interests. Compliance: Stay up-to-date with regulations and ensure clients' properties and operations adhere to legal requirements. Conservation Grants & Subsidies: Help clients access available grants and subsidies to support their agricultural and land management endeavours. Accounting & Taxation: Provide strategic financial advice, accounting services, and tax planning solutions tailored to rural businesses. Diversification: Explore opportunities for diversifying rural businesses, identifying new income streams and ventures. Expert Witness Testimony As a Rural Surveyor with this company, you'll have the opportunity to work on diverse projects, collaborate with experts in the field, and make a real impact on the rural landscape. The ideal candidate will be RICS accredited. In return, you will receive a competitive salary, an annual bonus, 28 days including bank holidays, plus 2 days for each full 4 years of completed employment, a pension with 4.5% contribution and business mileage at 45p per mile. Business Hours are 9.00am to 5.30pm with 1hour for lunch. What you need to do now If you're ready to take the next step in your career, click 'apply now' to submit your CV, or call Jack Hastings on for a confidential discussion on your career aspirations. Even if this job isn't quite right for you, we'd still love to chat about your next career move. If you know of anyone who may be interested in this role, please do let us know. As a token of our appreciation for any successful referrals, you will receive up to £250 in vouchers. #
Sep 01, 2025
Full time
Discover an Exceptional Opportunity for Rural Surveyors Are you a talented rural surveyor seeking an exciting new role? We have an incredible opportunity that you won't want to miss. Our client, a renowned property, land, and auction expert company founded 200 years ago, is currently looking to expand its team. With offices in Beccles, Diss, Halesworth, Harleston, Southwold, and London, they have established themselves as industry leaders in Norfolk, Suffolk, and beyond. What truly sets this company apart is the exceptional services team they have assembled. Comprising chartered surveyors, valuers, planners, and land agents, these qualified professionals uphold the highest standards of conduct and professionalism. Their commitment ensures that clients receive unparalleled service at all times. As the new Rural Surveyor, you will provide professional, and management services designed specifically for landowners, farmers, and estate owners, including: Land, Farms & Estates Agency: Engage in the buying, selling, and management of rural properties, farms, and estates. Formal Valuations: Conduct accurate and comprehensive valuations of rural properties. Rural Planning & Development: Navigate the intricacies of rural planning regulations. Land & Property Management: Oversee the day-to-day management of rural land and properties, optimising their value and potential. Rent Reviews and Renewals: Assist clients in navigating rental agreements and lease renewals. Property Law: Apply your knowledge of property law to provide expert guidance and advice to clients in legal matters. Compulsory Purchase: Support clients throughout the compulsory purchase process, ensuring fair compensation and protecting their interests. Compliance: Stay up-to-date with regulations and ensure clients' properties and operations adhere to legal requirements. Conservation Grants & Subsidies: Help clients access available grants and subsidies to support their agricultural and land management endeavours. Accounting & Taxation: Provide strategic financial advice, accounting services, and tax planning solutions tailored to rural businesses. Diversification: Explore opportunities for diversifying rural businesses, identifying new income streams and ventures. Expert Witness Testimony As a Rural Surveyor with this company, you'll have the opportunity to work on diverse projects, collaborate with experts in the field, and make a real impact on the rural landscape. The ideal candidate will be RICS accredited. In return, you will receive a competitive salary, an annual bonus, 28 days including bank holidays, plus 2 days for each full 4 years of completed employment, a pension with 4.5% contribution and business mileage at 45p per mile. Business Hours are 9.00am to 5.30pm with 1hour for lunch. What you need to do now If you're ready to take the next step in your career, click 'apply now' to submit your CV, or call Jack Hastings on for a confidential discussion on your career aspirations. Even if this job isn't quite right for you, we'd still love to chat about your next career move. If you know of anyone who may be interested in this role, please do let us know. As a token of our appreciation for any successful referrals, you will receive up to £250 in vouchers. #
Job Title: Technical Paraplanner Location: North Somerset Hours: 35.5 hours per week (Mon 8:30-5, Tue-Fri 9-5) About the Firm: This well-established, independent financial planning and wealth management firm in North Somerset has been providing tailored financial solutions since the mid-1990s. Known for its experienced team and commitment to client service, the firm prides itself on helping clients achieve their financial goals with confidence. Key Responsibilities: Supporting advisors with client enquiries and day-to-day liaison Preparing bespoke, compliant suitability reports tailored to client needs Completing quarterly portfolio analyses and six-monthly investment review reports Assisting with annual review packs and writing review letters including recommendations Conducting technical research on products and platforms to support the firm's panel decisions Collaborating closely with advisors and administrators to ensure excellent client outcomes Contributing to process improvements based on internal feedback Required Qualifications & Experience: Diploma in Financial Planning (CII preferred) Working towards or willing to work towards Chartered Paraplanner status Minimum 3 years paraplanning experience or 5 years in a similar administrative role Degree preferred but not essential 120 UCAS points (A-Level BBB or equivalent) What's on Offer: Supportive and collaborative work environment valuing your input Opportunities for professional development and career progression Competitive salary range £38,000-£58,000 depending on experience, plus bonus scheme Company social events such as summer BBQ and Christmas party 21 days holiday plus additional days over Christmas Enhanced pension scheme with extended service benefits Hybrid working considered for the right candidate If you're an experienced paraplanner looking to join a dynamic team in North Somerset, I'd love to hear from you.
Sep 01, 2025
Full time
Job Title: Technical Paraplanner Location: North Somerset Hours: 35.5 hours per week (Mon 8:30-5, Tue-Fri 9-5) About the Firm: This well-established, independent financial planning and wealth management firm in North Somerset has been providing tailored financial solutions since the mid-1990s. Known for its experienced team and commitment to client service, the firm prides itself on helping clients achieve their financial goals with confidence. Key Responsibilities: Supporting advisors with client enquiries and day-to-day liaison Preparing bespoke, compliant suitability reports tailored to client needs Completing quarterly portfolio analyses and six-monthly investment review reports Assisting with annual review packs and writing review letters including recommendations Conducting technical research on products and platforms to support the firm's panel decisions Collaborating closely with advisors and administrators to ensure excellent client outcomes Contributing to process improvements based on internal feedback Required Qualifications & Experience: Diploma in Financial Planning (CII preferred) Working towards or willing to work towards Chartered Paraplanner status Minimum 3 years paraplanning experience or 5 years in a similar administrative role Degree preferred but not essential 120 UCAS points (A-Level BBB or equivalent) What's on Offer: Supportive and collaborative work environment valuing your input Opportunities for professional development and career progression Competitive salary range £38,000-£58,000 depending on experience, plus bonus scheme Company social events such as summer BBQ and Christmas party 21 days holiday plus additional days over Christmas Enhanced pension scheme with extended service benefits Hybrid working considered for the right candidate If you're an experienced paraplanner looking to join a dynamic team in North Somerset, I'd love to hear from you.
The Company: An established IFA firm based in Harrogate who provide financial advice as well as discretionary investment services are looking to add a fully qualified, experienced Paraplanner to their high calibre team. The role is geared around supporting 2 very high performing Financial Planners across HNW, complex case workloads typical in the £1m+ AUM range - A highly consultative role with client relations central to the overall business proposition. Office Location: Harrogate Working Setup: Hybrid - Split between Office & Home working Package: £42-50k base discretionary bonus and full company benefits Key Benefits: 10% Pension, 4xDIS, Critical Illness Cover & PHI Holidays: 30 days holiday stats The Role: You will be responsible for providing market research, investment analysis, production of draft suitability letters (covering pensions, investments, trusts, tax analysis, offshore and onshore bonds, collective investment accounts), cash flow modelling and ancillary client management services for a selection of clients. To act as an initial point of contact between the consultants, clients and product providers To prepare for client meetings. To research the marketplace for the most suitable products in liaison with the consultant. To assist with the ongoing management and oversight of the model portfolios alongside the investment manager and other members of the technical team. To prepare compliant draft reports and suitability letters in liaison with and on behalf of the consultant. To prepare draft reviews of existing client portfolios to ensure service standards are met in accordance with agreed service levels. To prepare cashflow modelling using Voyant for client valuations/reviews/reports. To maintain client files in good compliant order Maintain accuracy of Xplan Database and SEI portal The Person: An IFA/wealth management background is required coupled with extensive experience of private wealth product research and suitability report compilation. The role will suit a career Paraplanner looking to establish themselves within a highly technical advice function, and someone who welcomes the consultative aspect of Adviser Support when it comes to client solutions. Minimum QCF Level 4 Diploma with Chartered quals preferable 5+ years' paraplanning experience working in a similar financial planning environment would be required Proficiency in FE Analytics, Voyant and preferably Xplan & SEI What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Sep 01, 2025
Full time
The Company: An established IFA firm based in Harrogate who provide financial advice as well as discretionary investment services are looking to add a fully qualified, experienced Paraplanner to their high calibre team. The role is geared around supporting 2 very high performing Financial Planners across HNW, complex case workloads typical in the £1m+ AUM range - A highly consultative role with client relations central to the overall business proposition. Office Location: Harrogate Working Setup: Hybrid - Split between Office & Home working Package: £42-50k base discretionary bonus and full company benefits Key Benefits: 10% Pension, 4xDIS, Critical Illness Cover & PHI Holidays: 30 days holiday stats The Role: You will be responsible for providing market research, investment analysis, production of draft suitability letters (covering pensions, investments, trusts, tax analysis, offshore and onshore bonds, collective investment accounts), cash flow modelling and ancillary client management services for a selection of clients. To act as an initial point of contact between the consultants, clients and product providers To prepare for client meetings. To research the marketplace for the most suitable products in liaison with the consultant. To assist with the ongoing management and oversight of the model portfolios alongside the investment manager and other members of the technical team. To prepare compliant draft reports and suitability letters in liaison with and on behalf of the consultant. To prepare draft reviews of existing client portfolios to ensure service standards are met in accordance with agreed service levels. To prepare cashflow modelling using Voyant for client valuations/reviews/reports. To maintain client files in good compliant order Maintain accuracy of Xplan Database and SEI portal The Person: An IFA/wealth management background is required coupled with extensive experience of private wealth product research and suitability report compilation. The role will suit a career Paraplanner looking to establish themselves within a highly technical advice function, and someone who welcomes the consultative aspect of Adviser Support when it comes to client solutions. Minimum QCF Level 4 Diploma with Chartered quals preferable 5+ years' paraplanning experience working in a similar financial planning environment would be required Proficiency in FE Analytics, Voyant and preferably Xplan & SEI What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Why This Role is Different This isn't a back-office box-ticking paraplanner role. You'll be embedded in client meetings, shaping advice strategies alongside highly qualified advisers, and working on complex, high-value portfolios. You'll have a voice in the advice process, genuine autonomy, and a package that reflects your expertise. The Opportunity Client-facing, join advisers in meetings, help shape the financial plan, and see the results of your work first-hand Complex work, HNW and UHNW clients, often £1m+ portfolios, with interesting technical challenges Real progression, pathway to Chartered status and potential adviser role if desired High autonomy, trusted to manage your own workload and contribute to advice strategies Premium support, admin team handles the paperwork so you can focus on planning and research Your Package £38,000 - £50,000 salary (DOE) Quarterly bonus scheme (10%) Private medical insurance 8% pension 28 days holiday stats Funded qualifications all the way to Chartered Hybrid working - 2 days from home after probation Modern offices in central Belfast Your Role Attend and contribute to client meetings Prepare detailed, bespoke financial plans and suitability reports Conduct technical research across pensions, investments, IHT, and protection Collaborate closely with advisers to deliver exceptional client outcomes What We're Looking For 3+ years' paraplanning experience (report writing essential) Diploma-qualified (Chartered support available) Confident communicator, comfortable in client meetings Technically strong, with an eye for detail and problem-solving
Sep 01, 2025
Full time
Why This Role is Different This isn't a back-office box-ticking paraplanner role. You'll be embedded in client meetings, shaping advice strategies alongside highly qualified advisers, and working on complex, high-value portfolios. You'll have a voice in the advice process, genuine autonomy, and a package that reflects your expertise. The Opportunity Client-facing, join advisers in meetings, help shape the financial plan, and see the results of your work first-hand Complex work, HNW and UHNW clients, often £1m+ portfolios, with interesting technical challenges Real progression, pathway to Chartered status and potential adviser role if desired High autonomy, trusted to manage your own workload and contribute to advice strategies Premium support, admin team handles the paperwork so you can focus on planning and research Your Package £38,000 - £50,000 salary (DOE) Quarterly bonus scheme (10%) Private medical insurance 8% pension 28 days holiday stats Funded qualifications all the way to Chartered Hybrid working - 2 days from home after probation Modern offices in central Belfast Your Role Attend and contribute to client meetings Prepare detailed, bespoke financial plans and suitability reports Conduct technical research across pensions, investments, IHT, and protection Collaborate closely with advisers to deliver exceptional client outcomes What We're Looking For 3+ years' paraplanning experience (report writing essential) Diploma-qualified (Chartered support available) Confident communicator, comfortable in client meetings Technically strong, with an eye for detail and problem-solving
North Oak Recruitment Ltd
Leicester, Leicestershire
Financial Planner Leicester (our Ref AL1374) Salary up to £60,000 pa dep on exp bonus and benefits (fully employed position) My client is a Chartered, award winning wealth management company, with client assets in excess of £1bn. They serve high net worth & ultra-high net worth clients across the UK and look to build long term client relationships based on trust, professionalism, and support which is echoed in their staff approach. They now have an outstanding opportunity for a Diploma Level 4 qualified individual to join their team of Financial Planners. Financial Planner - Role Overview: The role is fundamentally to provide high quality advice and outcomes for clients based on their individual needs. You will apply technical knowledge in specialist areas such as SIPP, SSAS and discretionary investment management. You will be fully supported in all aspects of pension and investment administration by a team of account executives. Key Tasks: Review existing clients' circumstances and advise as appropriate. Obtain the required information to enable a full analysis of the clients' needs and construct appropriate solutions to the principles of best advice. Create detailed notes for each meeting highlighting the clients' objectives and confirming action points. Managing Client Portfolios - Meet with clients annually to maintain and build relationships as well as ensuring suitability of advice. Business promotion - explore opportunities and develop appropriate business relationships within a targeted geographical region. Establish contact with potential clients (solicitors and accountants) Pay and Benefits Starting salary up to £60,000 per annum (dependent on qualifications, knowledge, and experience) Annual salary review based on performance. Bonus Scheme, Car allowance, Laptop & Mobile Phone, 4 x salary life assurance, 26 days' holiday - Increasing incrementally in recognition of continuous service, Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available, PMI scheme, Health Cash Plan Scheme. Person Specification - Essential qualifications and experience: Level 4 Diploma in Financial Planning (or equivalent) Chartered Financial Planner status or working towards it. At least 5 years' experience in an advisory role Desirable qualifications and experience: Experience of working in SIPP and SSAS marketplace. Support given to candidates who may not have worked with SIPP and SSAS specifically. Essential knowledge and skills required: Excellent technical knowledge Excellent product knowledge and their application in financial planning SIPP, SSAS and discretionary management of Investments, in particular. Proven ability to acquire and develop new business. Proven experience of managing own portfolio of high-net-worth clients. Excellent interpersonal and communication skills. Analytical skills and the ability to work in a structured, planned manner Knowledge of regulatory requirements relevant to role If this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Sep 01, 2025
Full time
Financial Planner Leicester (our Ref AL1374) Salary up to £60,000 pa dep on exp bonus and benefits (fully employed position) My client is a Chartered, award winning wealth management company, with client assets in excess of £1bn. They serve high net worth & ultra-high net worth clients across the UK and look to build long term client relationships based on trust, professionalism, and support which is echoed in their staff approach. They now have an outstanding opportunity for a Diploma Level 4 qualified individual to join their team of Financial Planners. Financial Planner - Role Overview: The role is fundamentally to provide high quality advice and outcomes for clients based on their individual needs. You will apply technical knowledge in specialist areas such as SIPP, SSAS and discretionary investment management. You will be fully supported in all aspects of pension and investment administration by a team of account executives. Key Tasks: Review existing clients' circumstances and advise as appropriate. Obtain the required information to enable a full analysis of the clients' needs and construct appropriate solutions to the principles of best advice. Create detailed notes for each meeting highlighting the clients' objectives and confirming action points. Managing Client Portfolios - Meet with clients annually to maintain and build relationships as well as ensuring suitability of advice. Business promotion - explore opportunities and develop appropriate business relationships within a targeted geographical region. Establish contact with potential clients (solicitors and accountants) Pay and Benefits Starting salary up to £60,000 per annum (dependent on qualifications, knowledge, and experience) Annual salary review based on performance. Bonus Scheme, Car allowance, Laptop & Mobile Phone, 4 x salary life assurance, 26 days' holiday - Increasing incrementally in recognition of continuous service, Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available, PMI scheme, Health Cash Plan Scheme. Person Specification - Essential qualifications and experience: Level 4 Diploma in Financial Planning (or equivalent) Chartered Financial Planner status or working towards it. At least 5 years' experience in an advisory role Desirable qualifications and experience: Experience of working in SIPP and SSAS marketplace. Support given to candidates who may not have worked with SIPP and SSAS specifically. Essential knowledge and skills required: Excellent technical knowledge Excellent product knowledge and their application in financial planning SIPP, SSAS and discretionary management of Investments, in particular. Proven ability to acquire and develop new business. Proven experience of managing own portfolio of high-net-worth clients. Excellent interpersonal and communication skills. Analytical skills and the ability to work in a structured, planned manner Knowledge of regulatory requirements relevant to role If this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
The Company: A brilliantly run and highly reputable Chartered IFA firm based in the Hessle are of West Hull who focus individuals and businesses build, manage and protect their wealth are now looking to grow their technical team by bringing in a Qualified Paraplanner. Ideally, they are looking to attract an industry experienced, technically astute paraplanner who can supplement they already very established adviser support team. As part of a business looking to grow and with multiple offices across the Yorkshire area already, this is a superb opportunity for someone to build a career with a young, vibrant, up and coming employer. Office Location: Hessle Working Setup: Hybrid - 3-days offices, 2-days WFH Hours: 35hr working week inclusive of flexible working (core hours 10am-3pm) Salary/Package: £35-40k base attractive bonus & full company benefits Key Benefits: 5% Pension, 4xDIS & Private Medical Cover alongside a full company benefits package Holidays: 25-day holiday stats The Role: You will provide technical paraplanning support and expertise to a team of private wealth focused financial planners. Duties include: Writing financial planning and suitability reports and letters using the appropriate research tools; ensuring the best client outcomes. Ensuring that the client file including Fact Find, Adviser meeting notes and product information is fully and comprehensively complete. Ensuring that client files, suitability reports and letters are fully compliant and technically accurate, liaising regularly with internal and external compliance support. Obtaining illustrations, information and valuations from product providers as required. Completing and checking tax calculations where necessary. Ensuring business is submitted to providers, promptly, accurately and within the agreed timescales. Providing support and training to educate and guide other staff members where required. Assisting with research required by Proposition Team. Maintain your daily task organiser, planning your workload, ensuring deadlines are met. Deliver an efficient, friendly, and professional service for all clients, providers, professional partners, and visitors. The Person: You must be QCF level 4 Diploma qualified (minimum) and have a demonstrable track record of managing paraplanning workloads for high performing, private wealth focused financial planners. You will: Hold 3+ years' experience within paraplanning and technical support Bring a strong understanding of financial products inclusive of investments, pensions, protection and IHT planning advice Have experience conducting thorough product research in a whole of market capacity Be comfortable managing technical queries from clients as required What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours.
Sep 01, 2025
Full time
The Company: A brilliantly run and highly reputable Chartered IFA firm based in the Hessle are of West Hull who focus individuals and businesses build, manage and protect their wealth are now looking to grow their technical team by bringing in a Qualified Paraplanner. Ideally, they are looking to attract an industry experienced, technically astute paraplanner who can supplement they already very established adviser support team. As part of a business looking to grow and with multiple offices across the Yorkshire area already, this is a superb opportunity for someone to build a career with a young, vibrant, up and coming employer. Office Location: Hessle Working Setup: Hybrid - 3-days offices, 2-days WFH Hours: 35hr working week inclusive of flexible working (core hours 10am-3pm) Salary/Package: £35-40k base attractive bonus & full company benefits Key Benefits: 5% Pension, 4xDIS & Private Medical Cover alongside a full company benefits package Holidays: 25-day holiday stats The Role: You will provide technical paraplanning support and expertise to a team of private wealth focused financial planners. Duties include: Writing financial planning and suitability reports and letters using the appropriate research tools; ensuring the best client outcomes. Ensuring that the client file including Fact Find, Adviser meeting notes and product information is fully and comprehensively complete. Ensuring that client files, suitability reports and letters are fully compliant and technically accurate, liaising regularly with internal and external compliance support. Obtaining illustrations, information and valuations from product providers as required. Completing and checking tax calculations where necessary. Ensuring business is submitted to providers, promptly, accurately and within the agreed timescales. Providing support and training to educate and guide other staff members where required. Assisting with research required by Proposition Team. Maintain your daily task organiser, planning your workload, ensuring deadlines are met. Deliver an efficient, friendly, and professional service for all clients, providers, professional partners, and visitors. The Person: You must be QCF level 4 Diploma qualified (minimum) and have a demonstrable track record of managing paraplanning workloads for high performing, private wealth focused financial planners. You will: Hold 3+ years' experience within paraplanning and technical support Bring a strong understanding of financial products inclusive of investments, pensions, protection and IHT planning advice Have experience conducting thorough product research in a whole of market capacity Be comfortable managing technical queries from clients as required What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours.
Your new company A great job opportunity has arisen for a Diploma-qualified paraplanner to progress their career with a well-established and fast-growing firm of IFAs. The company have recently completed a new acquisition and are now seeking to build on their existing team of experienced paraplanners to work closely with financial advisers to support the financial planning process and ensure high-quality advice continues to be delivered to clients. Flexible working options. Your new role Working closely with Financial Advisers and Chartered Financial Planners to prepare financial advice and strategies tailored to clients' needs and identify investment opportunities where appropriate and in clients' best interests. Key responsibilities will include gathering key information to establish clients' financial circumstances, comprehensive research on financial products using financial planning software to model various scenarios and projections, preparing and reviewing investment proposals and reports for clients. What you'll need to succeed Minimum Level 4 Diploma in Financial Planning, ideally Chartered or progressing towards. You will also have proven experience as a paraplanner or financial analyst and be technically strong across the full range of financial planning, particularly in the areas of investments, pensions, personal tax and protection. Experience of using financial services back-office systems is also required. Financial Advisers seeking to move into a role which will utilise technical knowledge will also be considered. What you'll get in return In addition to a highly competitive basic salary and good benefits package, this is a great opportunity with a very good company which offers excellent long-term prospects for career development and managerial opportunities. Flexible working options. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Sep 01, 2025
Full time
Your new company A great job opportunity has arisen for a Diploma-qualified paraplanner to progress their career with a well-established and fast-growing firm of IFAs. The company have recently completed a new acquisition and are now seeking to build on their existing team of experienced paraplanners to work closely with financial advisers to support the financial planning process and ensure high-quality advice continues to be delivered to clients. Flexible working options. Your new role Working closely with Financial Advisers and Chartered Financial Planners to prepare financial advice and strategies tailored to clients' needs and identify investment opportunities where appropriate and in clients' best interests. Key responsibilities will include gathering key information to establish clients' financial circumstances, comprehensive research on financial products using financial planning software to model various scenarios and projections, preparing and reviewing investment proposals and reports for clients. What you'll need to succeed Minimum Level 4 Diploma in Financial Planning, ideally Chartered or progressing towards. You will also have proven experience as a paraplanner or financial analyst and be technically strong across the full range of financial planning, particularly in the areas of investments, pensions, personal tax and protection. Experience of using financial services back-office systems is also required. Financial Advisers seeking to move into a role which will utilise technical knowledge will also be considered. What you'll get in return In addition to a highly competitive basic salary and good benefits package, this is a great opportunity with a very good company which offers excellent long-term prospects for career development and managerial opportunities. Flexible working options. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Hybrid (London & Home-Based) A leading independent wealth management firm is seeking a Technical Paraplanner to join a high-performing advisory team. This is a fantastic opportunity for an experienced paraplanner ready to step into a more strategic, client-focused role. You'll support advisers in delivering holistic financial planning to high-net-worth individuals, using your expertise in cashflow modelling, tax planning, pensions, and investment strategy. The role involves preparing financial plans, attending client meetings, and helping shape long-term financial outcomes. What You'll Bring: 3+ years' experience in paraplanning within independent financial services Diploma qualified (Level 4) Strong knowledge of pensions, investments, trusts, and tax (Income Tax, CGT, IHT) Experience with cashflow modelling (Voyant preferred) Excellent communication, analytical, and organisational skills This hybrid role offers flexibility, professional growth, and the chance to work with a Chartered-status firm known for integrity and excellence. Apply now to take your career to the next level in a dynamic, client-centric environment. Please email Ursula at Financial Divisions.
Sep 01, 2025
Full time
Hybrid (London & Home-Based) A leading independent wealth management firm is seeking a Technical Paraplanner to join a high-performing advisory team. This is a fantastic opportunity for an experienced paraplanner ready to step into a more strategic, client-focused role. You'll support advisers in delivering holistic financial planning to high-net-worth individuals, using your expertise in cashflow modelling, tax planning, pensions, and investment strategy. The role involves preparing financial plans, attending client meetings, and helping shape long-term financial outcomes. What You'll Bring: 3+ years' experience in paraplanning within independent financial services Diploma qualified (Level 4) Strong knowledge of pensions, investments, trusts, and tax (Income Tax, CGT, IHT) Experience with cashflow modelling (Voyant preferred) Excellent communication, analytical, and organisational skills This hybrid role offers flexibility, professional growth, and the chance to work with a Chartered-status firm known for integrity and excellence. Apply now to take your career to the next level in a dynamic, client-centric environment. Please email Ursula at Financial Divisions.
Job Title: Financial Planner Location: Cheltenham / Gloucester (flexible across Oxfordshire & South Midlands) Salary: Competitive Bonus (Package Negotiable) This is an exciting opportunity to join a well-established and growing Financial Planning & Discretionary Fund Management firm, with ambitious plans to expand their presence in Gloucestershire. Following a recent acquisition, the firm is now looking for an experienced and capable Financial Planner to service an existing portfolio of HNW & UHNW clients, while also driving new business growth in the region. You'll have full in-house DFM capabilities, while also having the flexibility to use third-party solutions where appropriate. The client bank you'll work with is high value and complex, making this a role for an adviser who is confident in handling sophisticated cases. The ideal candidate will have a proven track record of client growth, either through their own network or by developing new business opportunities. This is a flexible opportunity with a preference for employed, offering a tailored salary and bonus package based on the adviser's experience and potential. The Required Skills: Level 4 Diploma qualified in Financial Planning (Chartered status desirable) Experience working with HNW and UHNW clients on complex financial cases Strong business development skills and ability to grow a client portfolio Previous success in both servicing existing clients and generating new opportunities Excellent technical knowledge across investments, pensions, and estate planning Highly professional, client-focused approach What's on Offer: Flexible location within Gloucestershire, Oxfordshire, and South Midlands Full Paraplanning & Administration support (2 Paraplanners & 3 Administrators) Large, loyal client base with average case size in HNW/UHNW space Flexible and competitive salary bonus package (to be discussed) To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment. "INDSBWEA"
Sep 01, 2025
Full time
Job Title: Financial Planner Location: Cheltenham / Gloucester (flexible across Oxfordshire & South Midlands) Salary: Competitive Bonus (Package Negotiable) This is an exciting opportunity to join a well-established and growing Financial Planning & Discretionary Fund Management firm, with ambitious plans to expand their presence in Gloucestershire. Following a recent acquisition, the firm is now looking for an experienced and capable Financial Planner to service an existing portfolio of HNW & UHNW clients, while also driving new business growth in the region. You'll have full in-house DFM capabilities, while also having the flexibility to use third-party solutions where appropriate. The client bank you'll work with is high value and complex, making this a role for an adviser who is confident in handling sophisticated cases. The ideal candidate will have a proven track record of client growth, either through their own network or by developing new business opportunities. This is a flexible opportunity with a preference for employed, offering a tailored salary and bonus package based on the adviser's experience and potential. The Required Skills: Level 4 Diploma qualified in Financial Planning (Chartered status desirable) Experience working with HNW and UHNW clients on complex financial cases Strong business development skills and ability to grow a client portfolio Previous success in both servicing existing clients and generating new opportunities Excellent technical knowledge across investments, pensions, and estate planning Highly professional, client-focused approach What's on Offer: Flexible location within Gloucestershire, Oxfordshire, and South Midlands Full Paraplanning & Administration support (2 Paraplanners & 3 Administrators) Large, loyal client base with average case size in HNW/UHNW space Flexible and competitive salary bonus package (to be discussed) To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment. "INDSBWEA"
