Administrator - Wealth Management Excellent benefits package (see below for full details) Hybrid working, based partly from home and partly from our Salisbury office. We are Succession Wealth , from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 800 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Co-ordinating the Planners diaries and the arranging of client meetings. Using a variety of investment platforms and IT systems to administer the wealth management process. Ensuring all data entry is completed accurately and within specified timelines. Taking ownership and accountability for administration including ensuring the maintenance of correct client records. To be successful in the role you will need: A minimum of 2 years experience in a fast-paced Administration role Good literacy and numeracy skills with a high degree of accuracy Excellent interpersonal and organisational skills Working knowledge of Microsoft Word and Excel packages essential Desirable NVQ Level 3 in Business Administration The ability to demonstrate behaviours in line with Succession's Visions and Values: Client Focus, Long term and Sustainable, Integrity, efficiency, nimble and Teamwork What you can expect from us A competitive basic salary , annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £450 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. _Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work._ _In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice._ Job Types: Full-time, Permanent Pay: Up to £28,000.00 per year Benefits: Additional leave Company events Company pension Employee discount Enhanced maternity leave Enhanced paternity leave Flexitime Referral programme Sick pay Work from home Experience: Financial Services Administration: 1 year (required) Work Location: Hybrid remote in Salisbury SP1 2BP
Sep 08, 2025
Full time
Administrator - Wealth Management Excellent benefits package (see below for full details) Hybrid working, based partly from home and partly from our Salisbury office. We are Succession Wealth , from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 800 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Co-ordinating the Planners diaries and the arranging of client meetings. Using a variety of investment platforms and IT systems to administer the wealth management process. Ensuring all data entry is completed accurately and within specified timelines. Taking ownership and accountability for administration including ensuring the maintenance of correct client records. To be successful in the role you will need: A minimum of 2 years experience in a fast-paced Administration role Good literacy and numeracy skills with a high degree of accuracy Excellent interpersonal and organisational skills Working knowledge of Microsoft Word and Excel packages essential Desirable NVQ Level 3 in Business Administration The ability to demonstrate behaviours in line with Succession's Visions and Values: Client Focus, Long term and Sustainable, Integrity, efficiency, nimble and Teamwork What you can expect from us A competitive basic salary , annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £450 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. _Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work._ _In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice._ Job Types: Full-time, Permanent Pay: Up to £28,000.00 per year Benefits: Additional leave Company events Company pension Employee discount Enhanced maternity leave Enhanced paternity leave Flexitime Referral programme Sick pay Work from home Experience: Financial Services Administration: 1 year (required) Work Location: Hybrid remote in Salisbury SP1 2BP
Join Our Clients Team as a Financial Paraplanner! Are you passionate about helping clients achieve their financial goals? Do you thrive in a detail-oriented environment and enjoy working collaboratively? If so, we have the perfect opportunity for you! Position: Financial Paraplanner Location: Horsham (Just a 12-minute walk from Horsham train station) Contract Type: Permanent Hours: 9 AM - 5 PM Job Type: Full Time About the Role: As a Financial Paraplanner, you will play a crucial role in our clients dedicated team of five advisers, providing exceptional client service and comprehensive financial planning. Your analytical mindset and attention to detail will be essential in gathering client information, analysing financial data, and developing tailored recommendations. Key Responsibilities: Collaborate closely with financial advisers to prepare detailed financial plans and investment reports. Collect and analyse client data, including income, expenses, assets, liabilities, insurance, and investment holdings. utilise financial planning software (e.g., Voyant) to create retirement projections, cash flow models, and insurance analyses. Conduct thorough product and fund research to support informed investment recommendations. Ensure compliance with regulatory and internal standards for all planning recommendations. Maintain accurate and up-to-date client records in our CRM and planning systems. Provide general administrative support to advisers as needed. What We're Looking For: Previous experience in a financial planning or wealth management firm. Knowledge and experience with a wide range of financial services products. Confidence in determining the advice journey for clients. Strong analytical skills and a keen attention to detail. Excellent written and verbal communication abilities. Ability to prioritise tasks and manage time effectively. Why Join Us? We believe in rewarding our team members for their hard work! Here are just a few of the benefits you can expect: Competitive salary with bonus potential. Death in Service and Income Protection. Pension scheme to help secure your future. Generous holiday allowance starting at 23 days, increasing to 25 days! Ready to Take the Next Step? If you're excited about making a difference and helping clients navigate their financial futures, we want to hear from you! Join us in our Horsham office and be part of a supportive team that values your expertise and contributions. Apply now and let's build a brighter financial future together! Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Sep 08, 2025
Full time
Join Our Clients Team as a Financial Paraplanner! Are you passionate about helping clients achieve their financial goals? Do you thrive in a detail-oriented environment and enjoy working collaboratively? If so, we have the perfect opportunity for you! Position: Financial Paraplanner Location: Horsham (Just a 12-minute walk from Horsham train station) Contract Type: Permanent Hours: 9 AM - 5 PM Job Type: Full Time About the Role: As a Financial Paraplanner, you will play a crucial role in our clients dedicated team of five advisers, providing exceptional client service and comprehensive financial planning. Your analytical mindset and attention to detail will be essential in gathering client information, analysing financial data, and developing tailored recommendations. Key Responsibilities: Collaborate closely with financial advisers to prepare detailed financial plans and investment reports. Collect and analyse client data, including income, expenses, assets, liabilities, insurance, and investment holdings. utilise financial planning software (e.g., Voyant) to create retirement projections, cash flow models, and insurance analyses. Conduct thorough product and fund research to support informed investment recommendations. Ensure compliance with regulatory and internal standards for all planning recommendations. Maintain accurate and up-to-date client records in our CRM and planning systems. Provide general administrative support to advisers as needed. What We're Looking For: Previous experience in a financial planning or wealth management firm. Knowledge and experience with a wide range of financial services products. Confidence in determining the advice journey for clients. Strong analytical skills and a keen attention to detail. Excellent written and verbal communication abilities. Ability to prioritise tasks and manage time effectively. Why Join Us? We believe in rewarding our team members for their hard work! Here are just a few of the benefits you can expect: Competitive salary with bonus potential. Death in Service and Income Protection. Pension scheme to help secure your future. Generous holiday allowance starting at 23 days, increasing to 25 days! Ready to Take the Next Step? If you're excited about making a difference and helping clients navigate their financial futures, we want to hear from you! Join us in our Horsham office and be part of a supportive team that values your expertise and contributions. Apply now and let's build a brighter financial future together! Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Paraplanner - Castleford - £30k - £45k Bonus Pension Our client is a well-established Wealth Management company based in Castleford. Due to continued growth and expansion, they are now looking to recruit a Paraplanner. As a Paraplanner, you will provide expert financial guidance to their clients, helping them to achieve their financial goals through tailored planning and investment strategies. Most of all though, you will genuinely care about and for them, their families, and their future. Duties include: Conduct comprehensive fact finds, attitude to risk assessments, and lifestyle impact tolerance (capacity for loss) evaluations. Develop personalised financial plans that encompass investment strategies, retirement planning, tax optimisation, and estate planning. Maintain ongoing relationships with clients, providing regular updates and adjustments to their financial plans, as necessary. Stay informed about market trends, economic changes, and new financial products to offer the best advice to clients. Educate clients on various financial products and services available to them. Collaborate with other professionals such as accountants or legal advisors to provide holistic advice. Ensure compliance with regulatory requirements and maintain accurate records of client interactions and transactions. Skills Required: Complete integrity, trustworthiness, and professionalism Strong knowledge of financial planning principles and practices. Proficiency in UK financial services, including investment products, insurance options, and retirement accounts, and familiarity with platform use. Excellent communication skills, with the ability to explain complex financial concepts in an understandable manner. Strong analytical skills for assessing client needs and developing effective solutions. Ability to build rapport with clients and establish long-term relationships based on trust. Proficient in using financial software tools for analysis and reporting. Hours - Monday to Friday, 9am to 5pm (35 hours) Holidays are 30 days per annum including statutory.
Sep 08, 2025
Full time
Paraplanner - Castleford - £30k - £45k Bonus Pension Our client is a well-established Wealth Management company based in Castleford. Due to continued growth and expansion, they are now looking to recruit a Paraplanner. As a Paraplanner, you will provide expert financial guidance to their clients, helping them to achieve their financial goals through tailored planning and investment strategies. Most of all though, you will genuinely care about and for them, their families, and their future. Duties include: Conduct comprehensive fact finds, attitude to risk assessments, and lifestyle impact tolerance (capacity for loss) evaluations. Develop personalised financial plans that encompass investment strategies, retirement planning, tax optimisation, and estate planning. Maintain ongoing relationships with clients, providing regular updates and adjustments to their financial plans, as necessary. Stay informed about market trends, economic changes, and new financial products to offer the best advice to clients. Educate clients on various financial products and services available to them. Collaborate with other professionals such as accountants or legal advisors to provide holistic advice. Ensure compliance with regulatory requirements and maintain accurate records of client interactions and transactions. Skills Required: Complete integrity, trustworthiness, and professionalism Strong knowledge of financial planning principles and practices. Proficiency in UK financial services, including investment products, insurance options, and retirement accounts, and familiarity with platform use. Excellent communication skills, with the ability to explain complex financial concepts in an understandable manner. Strong analytical skills for assessing client needs and developing effective solutions. Ability to build rapport with clients and establish long-term relationships based on trust. Proficient in using financial software tools for analysis and reporting. Hours - Monday to Friday, 9am to 5pm (35 hours) Holidays are 30 days per annum including statutory.
Mortgage Administrator / Mortgage Paraplanner A fantastic opportunity is available for an experienced Mortgage Paraplanner / Mortgage Administrator to join our client, an award-winning financial services brokerage based in Manchester.This is a social, busy and fast paced environment offering a great career path and professional development. You will be assisting with mortgage administration, keying mortgage applications; preparation of client files; liaising with clients, solicitors, lenders etc. As you establish yourself within the role, you will have the opportunity to assist with providing mortgage advice, attending client meetings, completing fact finds etc. Applicants will need to be highly professional, being comfortable dealing with a wide range of clientele, including High Net Worth and UHNW individuals. This is a great career opportunity for someone with drive and enthusiasm. Responsibilities: Keying mortgage applications. Regular liaison with lenders to obtain updates on applicant status and proactively progress mortgage applications through to offer. Assisting Financial Consultants in preparation for client meetings. Researching products. Skills & Experience Required: A minimum of 2 years mortgage administration experience. Experience of keying mortgage applications. Ability to resolve problems quickly & efficiently. Outstanding communication skills at all levels, both written and oral. Demonstrate a confident telephone manner & excellent customer service. A team player with ability to use own initiative. Ideally educated to degree level. CeMAP qualified desired Up to £32k Basic Excellent Bonus Benefits (Dependent on experience)
Sep 08, 2025
Full time
Mortgage Administrator / Mortgage Paraplanner A fantastic opportunity is available for an experienced Mortgage Paraplanner / Mortgage Administrator to join our client, an award-winning financial services brokerage based in Manchester.This is a social, busy and fast paced environment offering a great career path and professional development. You will be assisting with mortgage administration, keying mortgage applications; preparation of client files; liaising with clients, solicitors, lenders etc. As you establish yourself within the role, you will have the opportunity to assist with providing mortgage advice, attending client meetings, completing fact finds etc. Applicants will need to be highly professional, being comfortable dealing with a wide range of clientele, including High Net Worth and UHNW individuals. This is a great career opportunity for someone with drive and enthusiasm. Responsibilities: Keying mortgage applications. Regular liaison with lenders to obtain updates on applicant status and proactively progress mortgage applications through to offer. Assisting Financial Consultants in preparation for client meetings. Researching products. Skills & Experience Required: A minimum of 2 years mortgage administration experience. Experience of keying mortgage applications. Ability to resolve problems quickly & efficiently. Outstanding communication skills at all levels, both written and oral. Demonstrate a confident telephone manner & excellent customer service. A team player with ability to use own initiative. Ideally educated to degree level. CeMAP qualified desired Up to £32k Basic Excellent Bonus Benefits (Dependent on experience)
Paraplanner Harrow £40-45,000 Well established IFA practice with an exciting growth plan in place is looking for an additional experienced Paraplanner to join their team Duties include: Working closely alongside 3 advisers taking responsibility for preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans (including cash flow forecasts) and ongoing reviews Undertaking necessary research Creating and reporting technical suitability reports in line with recommendations Establish and build strong relationships with clients, attending client meetings when required Provide a friendly and professional point of contact for clients and providers Responding to client enquires Ensure competing of client file and data gathering Liaising with the administrators (team of 4) Technical calculations Keep up to date with compliance changes and update templates Using Intelligent Office Candidate requirements: Ideally level 4 qualified An experienced Paraplanner with experience of a variety of products and clients Confident, articulate team player - able to liaise well at all levels Comfortable attending client meetings with Adviser when required Strong relationship management skills Additional information: Office based - Harrow Starting salary: Likely to be starting at £40-45,000 - this is a guideline only - salary is dependent on experience, qualifications and current remuneration - out client will also consider candidates that are not yet qualified (perhaps 1-2 exams away) - this will also be reflected in the salary offered Support with acquiring relevant industry qualifications - bonus given on each exam that is passed Parking on site/close to train/tube station Monday - Thursday 9am-6pm, Friday 9-5pm Workplace pension Great opportunity for career progression
Sep 08, 2025
Full time
Paraplanner Harrow £40-45,000 Well established IFA practice with an exciting growth plan in place is looking for an additional experienced Paraplanner to join their team Duties include: Working closely alongside 3 advisers taking responsibility for preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans (including cash flow forecasts) and ongoing reviews Undertaking necessary research Creating and reporting technical suitability reports in line with recommendations Establish and build strong relationships with clients, attending client meetings when required Provide a friendly and professional point of contact for clients and providers Responding to client enquires Ensure competing of client file and data gathering Liaising with the administrators (team of 4) Technical calculations Keep up to date with compliance changes and update templates Using Intelligent Office Candidate requirements: Ideally level 4 qualified An experienced Paraplanner with experience of a variety of products and clients Confident, articulate team player - able to liaise well at all levels Comfortable attending client meetings with Adviser when required Strong relationship management skills Additional information: Office based - Harrow Starting salary: Likely to be starting at £40-45,000 - this is a guideline only - salary is dependent on experience, qualifications and current remuneration - out client will also consider candidates that are not yet qualified (perhaps 1-2 exams away) - this will also be reflected in the salary offered Support with acquiring relevant industry qualifications - bonus given on each exam that is passed Parking on site/close to train/tube station Monday - Thursday 9am-6pm, Friday 9-5pm Workplace pension Great opportunity for career progression
The role To provide a technical service to our team of advisers in order to provide our clients with a positive professional experience, report writing support including the production of suitability reports based on client needs and assisting the Paraplanning team to maintain up to date report templates and models. Job Responsibilities Assist with the provision of fully compliant, potentially complex reports which will include analysis, research and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and completing supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Adhere to Consumer Duty outcomes Job Requirements Minimum level a Level 4 Diploma Qualified Paraplanner ideally with 2+ years experience within a similar role Experience of writing and compiling very technical Suitability Reports, coupled with good solid Research experience Career focused Paraplanner Experience with pension switching and transfer products is highly beneficial Cashflow forecasting experience is advantageous Excellent organisational skills and attention to detail. Strong communication skills and the ability to collaborate effectively with internal and external stakeholders. Self-motivated with the ability to work independently and manage multiple priorities. Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the office. And lots of flexible benefits to choose from!
Sep 08, 2025
Full time
The role To provide a technical service to our team of advisers in order to provide our clients with a positive professional experience, report writing support including the production of suitability reports based on client needs and assisting the Paraplanning team to maintain up to date report templates and models. Job Responsibilities Assist with the provision of fully compliant, potentially complex reports which will include analysis, research and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and completing supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Adhere to Consumer Duty outcomes Job Requirements Minimum level a Level 4 Diploma Qualified Paraplanner ideally with 2+ years experience within a similar role Experience of writing and compiling very technical Suitability Reports, coupled with good solid Research experience Career focused Paraplanner Experience with pension switching and transfer products is highly beneficial Cashflow forecasting experience is advantageous Excellent organisational skills and attention to detail. Strong communication skills and the ability to collaborate effectively with internal and external stakeholders. Self-motivated with the ability to work independently and manage multiple priorities. Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the office. And lots of flexible benefits to choose from!
Paraplanner - Winchester We're looking for an experienced Paraplanner to join a growing team in Winchester and play a key role in supporting a group of highly qualified Financial Planning Directors. This is a client-focused role where you'll be preparing and writing high-quality advice, supporting client meetings, and helping clients achieve their long-term financial goals. What you'll be doing: Preparing cashflows and written advice to deliver excellent client outcomes Supporting Financial Planning Directors in client meetings and reviews Conducting research and drafting notes to ensure advice is tailored and accurate Working closely with colleagues to deliver team income objectives Sharing best practice and helping to improve processes and tools Keeping your technical knowledge up to date across pensions, tax, and estate planning What we're looking for: CII Diploma in Financial Planning (essential); Chartered status desirable At least 2-3 years' paraplanning experience Strong technical knowledge of UK tax, pensions, and estate planning Excellent organisational skills and attention to detail What's on offer: Hybrid working and a supportive, developmental environment Full exam support to continue progressing your career The chance to work alongside a collaborative team of financial planners and paraplanners If you're a motivated paraplanner looking for variety, challenge, and career progression, we'd love to hear from you.
Sep 08, 2025
Full time
Paraplanner - Winchester We're looking for an experienced Paraplanner to join a growing team in Winchester and play a key role in supporting a group of highly qualified Financial Planning Directors. This is a client-focused role where you'll be preparing and writing high-quality advice, supporting client meetings, and helping clients achieve their long-term financial goals. What you'll be doing: Preparing cashflows and written advice to deliver excellent client outcomes Supporting Financial Planning Directors in client meetings and reviews Conducting research and drafting notes to ensure advice is tailored and accurate Working closely with colleagues to deliver team income objectives Sharing best practice and helping to improve processes and tools Keeping your technical knowledge up to date across pensions, tax, and estate planning What we're looking for: CII Diploma in Financial Planning (essential); Chartered status desirable At least 2-3 years' paraplanning experience Strong technical knowledge of UK tax, pensions, and estate planning Excellent organisational skills and attention to detail What's on offer: Hybrid working and a supportive, developmental environment Full exam support to continue progressing your career The chance to work alongside a collaborative team of financial planners and paraplanners If you're a motivated paraplanner looking for variety, challenge, and career progression, we'd love to hear from you.
Paraplanner - Northwest London A highly reputable and long-standing financial planning firm in Northwest London is looking to grow its technical team with the addition of an experienced Paraplanner. With over 40 years of success, the firm prides itself on building long-term, friendly, and relaxed relationships with both UK-based and international clients. This is a fantastic opportunity for a Level 4 diploma-qualified (or close to) Paraplanner to join a supportive and forward-thinking team. You'll be responsible for technical research, cashflow modelling, and writing bespoke suitability reports tailored to client needs. You'll also work closely with the investment team, contributing to the design and implementation of investment strategies aligned with individual and trustee objectives and risk profiles. What's on offer: Up to £60,000 Parking 5% employee / 3% employer pension contribution 23 days holiday bank holidays Christmas closure Support for exams and continued development Group life cover (after a set time) Annual performance reviews Working hours: 9:00am - 5:30pm (some flexibility available - please enquire) Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will contact you to discuss your experience and motivations in more detail before submitting your CV to the client. We may also highlight other relevant paraplanning roles that match your skills and preferences. Know someone who could be a great fit? Refer a friend or colleague and receive a £200 referral bonus if we help them secure a new position. Adviser Support, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanning, Paraplanner
Sep 08, 2025
Full time
Paraplanner - Northwest London A highly reputable and long-standing financial planning firm in Northwest London is looking to grow its technical team with the addition of an experienced Paraplanner. With over 40 years of success, the firm prides itself on building long-term, friendly, and relaxed relationships with both UK-based and international clients. This is a fantastic opportunity for a Level 4 diploma-qualified (or close to) Paraplanner to join a supportive and forward-thinking team. You'll be responsible for technical research, cashflow modelling, and writing bespoke suitability reports tailored to client needs. You'll also work closely with the investment team, contributing to the design and implementation of investment strategies aligned with individual and trustee objectives and risk profiles. What's on offer: Up to £60,000 Parking 5% employee / 3% employer pension contribution 23 days holiday bank holidays Christmas closure Support for exams and continued development Group life cover (after a set time) Annual performance reviews Working hours: 9:00am - 5:30pm (some flexibility available - please enquire) Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will contact you to discuss your experience and motivations in more detail before submitting your CV to the client. We may also highlight other relevant paraplanning roles that match your skills and preferences. Know someone who could be a great fit? Refer a friend or colleague and receive a £200 referral bonus if we help them secure a new position. Adviser Support, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanning, Paraplanner
We are working with a growing, forward-thinking wealth management firm who are seeking an experienced Senior Paraplanner to join their team in Chippenham.This is a newly created role to support two Financial Advisers and a high-value client bank of around 130 clients, with average assets of approximately £1m. The successful candidate will be confident in handling complex, high-net-worth cases and able to work at pace in a senior capacity. What they're looking for: Proven experience as a Paraplanner, ideally at senior level Strong technical knowledge with complex financial planning cases Level 4 qualified, preference for Chartered Ability to work proactively and collaboratively with Advisers and clients The role: Provide full paraplanning support to two Advisers Work closely on complex financial planning cases for a high-value client base Use of industry systems including IntelliFlo, Genovo, and FE Analytics Hybrid working based near Chippenham, with the potential to move fully remote once settled If you're an experienced Paraplanner ready to take the next step in your career and want to work with a business that values expertise and flexibility, we'd love to hear from you.Please contact for further information or if interested in 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 08, 2025
Full time
We are working with a growing, forward-thinking wealth management firm who are seeking an experienced Senior Paraplanner to join their team in Chippenham.This is a newly created role to support two Financial Advisers and a high-value client bank of around 130 clients, with average assets of approximately £1m. The successful candidate will be confident in handling complex, high-net-worth cases and able to work at pace in a senior capacity. What they're looking for: Proven experience as a Paraplanner, ideally at senior level Strong technical knowledge with complex financial planning cases Level 4 qualified, preference for Chartered Ability to work proactively and collaboratively with Advisers and clients The role: Provide full paraplanning support to two Advisers Work closely on complex financial planning cases for a high-value client base Use of industry systems including IntelliFlo, Genovo, and FE Analytics Hybrid working based near Chippenham, with the potential to move fully remote once settled If you're an experienced Paraplanner ready to take the next step in your career and want to work with a business that values expertise and flexibility, we'd love to hear from you.Please contact for further information or if interested in 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.
IFA Administrator Bristol Office based Up to £28k This role is ideal for an administrator with experience in financial services who is looking to join a well-established, professional, and supportive firm. You'll be part of a business that helps clients achieve their financial goals and live life to the fullest. With excellent benefits from day one, a clear structure, and a collaborative team culture, this role offers stability and long-term growth. The Business The firm is a Chartered financial planning practice with a strong reputation for client care. Their services include financial planning, wealth management, and investment support, and they are known for combining technical expertise with a truly personal approach. They put clients' ambitions at the centre of everything they do, offering holistic planning across retirement, tax, wealth protection, and family needs. Client feedback reflects the quality of service: the vast majority would recommend the firm and say they feel well supported in achieving their goals. You'll be joining a business that values integrity, professionalism, and team spirit, with a focus on doing the right thing for clients every time. The Role As a Client Services Administrator, you'll be supporting financial planners, paraplanners, and investment managers. A typical day will include: Acting as the first point of contact for client enquiries Preparing reports, portfolio valuations, and correspondence Maintaining accurate client records and updating systems Supporting onboarding processes and documentation requirements Handling daily office tasks including post, invoices, and reconciliations Peer checking team outputs and assisting with ad-hoc projects This is a full-time, office-based role, Monday to Friday, 9:00 a.m. - 5:30 p.m. (with one hour for lunch). Flexibility may occasionally be needed to meet client needs. The Benefits Salary up to £28k 25 days annual leave bank holidays (Rising 1 with each years' service up to 30) Birthday off Pension scheme Group life cover Group income protection Private medical insurance Health care plan Cycle to work scheme 1 day a year of charity work How to Apply Click apply now to send your CV. The application process is simple, and shortlisted candidates will be contacted for interview. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Sep 08, 2025
Full time
IFA Administrator Bristol Office based Up to £28k This role is ideal for an administrator with experience in financial services who is looking to join a well-established, professional, and supportive firm. You'll be part of a business that helps clients achieve their financial goals and live life to the fullest. With excellent benefits from day one, a clear structure, and a collaborative team culture, this role offers stability and long-term growth. The Business The firm is a Chartered financial planning practice with a strong reputation for client care. Their services include financial planning, wealth management, and investment support, and they are known for combining technical expertise with a truly personal approach. They put clients' ambitions at the centre of everything they do, offering holistic planning across retirement, tax, wealth protection, and family needs. Client feedback reflects the quality of service: the vast majority would recommend the firm and say they feel well supported in achieving their goals. You'll be joining a business that values integrity, professionalism, and team spirit, with a focus on doing the right thing for clients every time. The Role As a Client Services Administrator, you'll be supporting financial planners, paraplanners, and investment managers. A typical day will include: Acting as the first point of contact for client enquiries Preparing reports, portfolio valuations, and correspondence Maintaining accurate client records and updating systems Supporting onboarding processes and documentation requirements Handling daily office tasks including post, invoices, and reconciliations Peer checking team outputs and assisting with ad-hoc projects This is a full-time, office-based role, Monday to Friday, 9:00 a.m. - 5:30 p.m. (with one hour for lunch). Flexibility may occasionally be needed to meet client needs. The Benefits Salary up to £28k 25 days annual leave bank holidays (Rising 1 with each years' service up to 30) Birthday off Pension scheme Group life cover Group income protection Private medical insurance Health care plan Cycle to work scheme 1 day a year of charity work How to Apply Click apply now to send your CV. The application process is simple, and shortlisted candidates will be contacted for interview. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
IFA Administrator £26,000 - £28,000 Coventry NJR Recruitment are working with a firm of Financial Planners who are looking for a Client Services Administrator to join their team. In this role the successful candidate will be responsible for providing full back-office support to Advisers and Paraplanners ensuring that all administrative tasks are delivered to an excellent standard. To apply for this role, our client is looking for the following skills and experience: " Broad knowledge of the financial services sector - MUST have gained knowledge working for an IFA Practice " Experience of using Intelligent Office " Experience of using Wrap platforms i.e. Transact/abrdn/Aviva/Quilter " Experience of using Dynamic Planner and FE analytics Responsibilities: " Prepare client valuations and ensure back office system is updated (Intelligent Office) " Prepare parts of annual review packs when necessary " Fully utilise back office system and ensure it is kept up to date with accurate information including service cases/new business/annual reviews etc. " Scan and file documents using the document management system (Papercloud/Sharepoint) " Produce suitability reports for clients for ISA withdrawals " Process new business and follow up until policy issue " Process client withdrawals and Bed & ISA transfers " Disinvest to ensure adviser charges are paid when necessary " Complete fund switches on client portfolio's " Train and mentor less experienced members of the team " Deal with client queries such as death claims, general queries " Assist with the annual rebalancing of client portfolio's where applicable The successful candidate will be a team player and have the desire to progress within the company. If this sounds like it could be the role for you then apply online or for further information speak to one of our specialist consultants quoting reference NJR16017
Sep 08, 2025
Full time
IFA Administrator £26,000 - £28,000 Coventry NJR Recruitment are working with a firm of Financial Planners who are looking for a Client Services Administrator to join their team. In this role the successful candidate will be responsible for providing full back-office support to Advisers and Paraplanners ensuring that all administrative tasks are delivered to an excellent standard. To apply for this role, our client is looking for the following skills and experience: " Broad knowledge of the financial services sector - MUST have gained knowledge working for an IFA Practice " Experience of using Intelligent Office " Experience of using Wrap platforms i.e. Transact/abrdn/Aviva/Quilter " Experience of using Dynamic Planner and FE analytics Responsibilities: " Prepare client valuations and ensure back office system is updated (Intelligent Office) " Prepare parts of annual review packs when necessary " Fully utilise back office system and ensure it is kept up to date with accurate information including service cases/new business/annual reviews etc. " Scan and file documents using the document management system (Papercloud/Sharepoint) " Produce suitability reports for clients for ISA withdrawals " Process new business and follow up until policy issue " Process client withdrawals and Bed & ISA transfers " Disinvest to ensure adviser charges are paid when necessary " Complete fund switches on client portfolio's " Train and mentor less experienced members of the team " Deal with client queries such as death claims, general queries " Assist with the annual rebalancing of client portfolio's where applicable The successful candidate will be a team player and have the desire to progress within the company. If this sounds like it could be the role for you then apply online or for further information speak to one of our specialist consultants quoting reference NJR16017
Our client, a leading Wealth Managemnet firm are looking for a Paraplanner to join the team on a permanent basis. The Paraplanner will need to ensure that the preparation of reports and technical research is of the highest quality, delivered in an efficient and compliant manner whilst mitigating any risks to the business Role Responsibilities: Participate in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools Prepare and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks Prepare and interpreting complex plan information with a view to completing transfer analysis Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed. Thorough research conducted where necessary and referring to Senior team members, where necessary Participating in firm research projects, adhering to set deadlines, as and if required Key Skills & Experience: Diploma in Financial Planning Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and suitability reports Experience in an IFA environment, demonstrating quality communications of constructive feedback A high standard of written and numerical skills An ability to demonstrate strong report-writing skills A high level of accuracy and attention to detail Aptitude in Microsoft Office Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities. If you would like this job advertisement in an alternative format, please contact MERJE directly.
Sep 08, 2025
Full time
Our client, a leading Wealth Managemnet firm are looking for a Paraplanner to join the team on a permanent basis. The Paraplanner will need to ensure that the preparation of reports and technical research is of the highest quality, delivered in an efficient and compliant manner whilst mitigating any risks to the business Role Responsibilities: Participate in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools Prepare and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks Prepare and interpreting complex plan information with a view to completing transfer analysis Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed. Thorough research conducted where necessary and referring to Senior team members, where necessary Participating in firm research projects, adhering to set deadlines, as and if required Key Skills & Experience: Diploma in Financial Planning Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and suitability reports Experience in an IFA environment, demonstrating quality communications of constructive feedback A high standard of written and numerical skills An ability to demonstrate strong report-writing skills A high level of accuracy and attention to detail Aptitude in Microsoft Office Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities. If you would like this job advertisement in an alternative format, please contact MERJE directly.
Our client is on a mission to make high quality financial planning advice affordable and accessible to everyone. Backed by a household name and already achieving great things, they are now seeking an additional experienced Senior Paraplanner to help deliver the next generation of financial advice. This is an exciting broad and varied senior role, within a rapidly growing company. Day to day, the Senior Paraplanner will play a key role in designing, building and improving the advice delivery and processes to ensure they are providing a world class customer experience. The role has significant potential for progression and the ideal candidate will be someone who prides themselves on delivering the highest quality of financial advice, is highly technical whilst also passionate about improving the systems and processes that sit around financial planning, with a technological mindset. Leadership experience is a plus, although not essential. Day to day you will be: Responsible for delivering high quality financial advice to customers Undertaking cashflow modelling Working on replacement business analysis Responding to technical client queries Designing and refining processes and ways of working Helping to train, support and manage more junior colleagues and admin support Using your initiative to re-design processes and automate as much as possible. Coordinating and collaborating with stakeholders across the business to identify issues and opportunities, and execute solutions effectively. You should be someone who gets excited by complex problems and can find creative ways to solve them. You should be able to digest complexity and develop a plan to move forward, without losing sight of the important details. You should have a bias towards action and getting things done. Required Minimum CII/CISI/LIBF Level 4 qualifications, ideally working towards Chartered Level 6 qualifications 4 years+ industry experience Cashflow modelling experience Broad range of experience in many areas of advice (pensions, VCTs/EIS, protection and everything in between) Our client offers flexible working with 2 days a week working from home and flexibility to spend additional days working from anywhere, within the UK or another country. As a growing company, there is ample opportunity to progress your career and enjoy continued development as well as become part of their share incentive plan, in addition to a bonus scheme.
Sep 08, 2025
Full time
Our client is on a mission to make high quality financial planning advice affordable and accessible to everyone. Backed by a household name and already achieving great things, they are now seeking an additional experienced Senior Paraplanner to help deliver the next generation of financial advice. This is an exciting broad and varied senior role, within a rapidly growing company. Day to day, the Senior Paraplanner will play a key role in designing, building and improving the advice delivery and processes to ensure they are providing a world class customer experience. The role has significant potential for progression and the ideal candidate will be someone who prides themselves on delivering the highest quality of financial advice, is highly technical whilst also passionate about improving the systems and processes that sit around financial planning, with a technological mindset. Leadership experience is a plus, although not essential. Day to day you will be: Responsible for delivering high quality financial advice to customers Undertaking cashflow modelling Working on replacement business analysis Responding to technical client queries Designing and refining processes and ways of working Helping to train, support and manage more junior colleagues and admin support Using your initiative to re-design processes and automate as much as possible. Coordinating and collaborating with stakeholders across the business to identify issues and opportunities, and execute solutions effectively. You should be someone who gets excited by complex problems and can find creative ways to solve them. You should be able to digest complexity and develop a plan to move forward, without losing sight of the important details. You should have a bias towards action and getting things done. Required Minimum CII/CISI/LIBF Level 4 qualifications, ideally working towards Chartered Level 6 qualifications 4 years+ industry experience Cashflow modelling experience Broad range of experience in many areas of advice (pensions, VCTs/EIS, protection and everything in between) Our client offers flexible working with 2 days a week working from home and flexibility to spend additional days working from anywhere, within the UK or another country. As a growing company, there is ample opportunity to progress your career and enjoy continued development as well as become part of their share incentive plan, in addition to a bonus scheme.
An established IFA firm based in the Tunbridge Wells area is looking for Financial Services/Mortgage Administrators to join our small team. The role is to provide support to a successful Financial Adviser, who specialises in Pensions, Estate Planning, Protection, Investments & Mortgages. The ideal candidate should have at least 1 year of experience working in an IFA or mortgage broking business IFA Administrator Responsibilities Preparing cases for paraplanning & liaising with paraplanners to enable production of accurate suitability reports. Processing new business, including pension transfers, life cover applications & mortgages Chasing providers. Maintaining client records and building excellent relationships with both clients and providers. Liaising with the financial advisor to ensure that all agreed actions following client meetings have been followed up on. Managing and monitoring the client's annual review process. The ideal candidate will need to have knowledge of Pension and Investment planning. Experience of dealing with a full range of Financial Services products is essential. IFA Administrator Requirements Well organised & adaptable. Be able to prioritise multiple tasks. Empathetic. Have excellent communication skills - both written and verbal. General IT skills in Microsoft Word & Excel and have an understanding of back office CRM systems. Excellent attention to detail. The role is fundamentally office-based support, but we will consider some working from home or flexible working for the right candidate. IFA Administrator Benefits Salary level dependent on experience. 20 days holiday per year plus Bank Holidays Performance-related bonus paid annually Death in service Pension Benenden Health Plan Apply today!
Sep 08, 2025
Full time
An established IFA firm based in the Tunbridge Wells area is looking for Financial Services/Mortgage Administrators to join our small team. The role is to provide support to a successful Financial Adviser, who specialises in Pensions, Estate Planning, Protection, Investments & Mortgages. The ideal candidate should have at least 1 year of experience working in an IFA or mortgage broking business IFA Administrator Responsibilities Preparing cases for paraplanning & liaising with paraplanners to enable production of accurate suitability reports. Processing new business, including pension transfers, life cover applications & mortgages Chasing providers. Maintaining client records and building excellent relationships with both clients and providers. Liaising with the financial advisor to ensure that all agreed actions following client meetings have been followed up on. Managing and monitoring the client's annual review process. The ideal candidate will need to have knowledge of Pension and Investment planning. Experience of dealing with a full range of Financial Services products is essential. IFA Administrator Requirements Well organised & adaptable. Be able to prioritise multiple tasks. Empathetic. Have excellent communication skills - both written and verbal. General IT skills in Microsoft Word & Excel and have an understanding of back office CRM systems. Excellent attention to detail. The role is fundamentally office-based support, but we will consider some working from home or flexible working for the right candidate. IFA Administrator Benefits Salary level dependent on experience. 20 days holiday per year plus Bank Holidays Performance-related bonus paid annually Death in service Pension Benenden Health Plan Apply today!
Paraplanner Location: Gloucestershire Contract: Permanent Salary: £40,000 - £60,000 per annum Start Date: Flexible Contact: .uk Job Description Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Gloucestershire for a Paraplanner to join the team on a permanent basis. The postholder will provide various support functions for the Wealth Managers and Financial Advisors. The postholder will play a key role in preparing high-quality client reports, conducting technical research, and ensuring all recommendations are accurate, compliant, and aligned with client objectives. Candidate Criteria Previous experience of working within a Paraplanning role, ideally within a similar size IFA firm. Experience of supporting Financial Advisors and preparing the correct documentation for clients Strong IT skills, including experience with financial planning software Excellent report writing skills and attention to detail If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Sep 08, 2025
Full time
Paraplanner Location: Gloucestershire Contract: Permanent Salary: £40,000 - £60,000 per annum Start Date: Flexible Contact: .uk Job Description Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Gloucestershire for a Paraplanner to join the team on a permanent basis. The postholder will provide various support functions for the Wealth Managers and Financial Advisors. The postholder will play a key role in preparing high-quality client reports, conducting technical research, and ensuring all recommendations are accurate, compliant, and aligned with client objectives. Candidate Criteria Previous experience of working within a Paraplanning role, ideally within a similar size IFA firm. Experience of supporting Financial Advisors and preparing the correct documentation for clients Strong IT skills, including experience with financial planning software Excellent report writing skills and attention to detail If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Job Title: Paraplanner Location: Midlands (Flexible Hybrid/Remote - 2/3 days in office per month) Salary: £35,000 - £42,000 Are you a detail-oriented financial professional ready to take your Paraplanning career to the next level? We're working with a highly respected firm of Independent Financial Planners based in Birmingham and Market Harborough. Known for their client-first approach and supportive, collaborative culture, this firm has earned a stellar reputation in the industry - and they're growing. Following a period of strong expansion, they're looking to add an experienced Paraplanner to their thriving team. You'll play a key role in supporting their advisers across a wide variety of private and corporate cases, giving you the chance to truly flex your technical knowledge and grow your expertise in a dynamic environment. What you'll be doing: Writing detailed, tailored suitability reports Conducting cash flow forecasting and financial analysis Researching providers, products, and solutions Collaborating with advisers and supporting clients with clarity and care Helping deliver holistic, solutions based, high-quality advice in both private client and corporate benefits settings Why join them? A generous benefits package including enhanced time off, early finish Fridays, and protection policies A hybrid/remote and flexible setup that supports work-life balance A culture that values collaboration, professional respect, and individuality Champions of progression and exam support What we're looking for: Paraplanning experience within a Financial Planning firm Level 4 Diploma qualified Confident communicator, written and verbal, with a client-focused mindset Strong technical knowledge of pensions, investments, and FCA regulations If you're looking for a role where your expertise will be valued, your career will be supported, and your work will make a real impact - we'd love to hear from you.
Sep 08, 2025
Full time
Job Title: Paraplanner Location: Midlands (Flexible Hybrid/Remote - 2/3 days in office per month) Salary: £35,000 - £42,000 Are you a detail-oriented financial professional ready to take your Paraplanning career to the next level? We're working with a highly respected firm of Independent Financial Planners based in Birmingham and Market Harborough. Known for their client-first approach and supportive, collaborative culture, this firm has earned a stellar reputation in the industry - and they're growing. Following a period of strong expansion, they're looking to add an experienced Paraplanner to their thriving team. You'll play a key role in supporting their advisers across a wide variety of private and corporate cases, giving you the chance to truly flex your technical knowledge and grow your expertise in a dynamic environment. What you'll be doing: Writing detailed, tailored suitability reports Conducting cash flow forecasting and financial analysis Researching providers, products, and solutions Collaborating with advisers and supporting clients with clarity and care Helping deliver holistic, solutions based, high-quality advice in both private client and corporate benefits settings Why join them? A generous benefits package including enhanced time off, early finish Fridays, and protection policies A hybrid/remote and flexible setup that supports work-life balance A culture that values collaboration, professional respect, and individuality Champions of progression and exam support What we're looking for: Paraplanning experience within a Financial Planning firm Level 4 Diploma qualified Confident communicator, written and verbal, with a client-focused mindset Strong technical knowledge of pensions, investments, and FCA regulations If you're looking for a role where your expertise will be valued, your career will be supported, and your work will make a real impact - we'd love to hear from you.
We are offering an exciting opportunity for an experienced Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser (IFA) firm based just outside Woking.Working closely within a dedicated Paraplanning team, you'll support Financial Advisers on a wide range of high-net-worth and complex financial planning cases. This role suits a technically skilled, detail-oriented professional who enjoys problem-solving and thrives in a dynamic, client-focused environment. Key Responsibilities Analyse client information from Fact Finds, meeting notes, and existing records. Conduct in-depth financial analysis including cashflow modelling, investment and pension research, and inheritance tax planning. Support Financial Advisers with preparation for client meetings and reviews, including portfolio analysis and recommendations. Research financial products and services, ensuring suitable, compliant recommendations are made. Prepare high-quality, tailored Suitability Reports with full disclosures and illustrations Attend client meetings when required to support the advice process. Maintain up-to-date knowledge of regulations, tax legislation, and industry best practices. Build and manage relationships with product providers and support the in-house Investment Committee where required. Candidate Requirements Level 4 Diploma in Financial Planning (Level 6 or working toward it preferred). Minimum 4 years' experience as a Paraplanner within an IFA or wealth management environment. Proficient in; Wrap platforms, Cashflow modelling tools, FE Analytics, Microsoft Office Suite Strong technical knowledge across pensions, investments, tax planning, trusts, protection, and IHT. Meticulous attention to detail with a conscientious, solution-focused approach. Excellent communication skills-both written and verbal. A team player with a proactive, professional attitude. Details: Competitive salary up to £55,000 (depending on experience) 25 days annual leave + bank holidays Ongoing support for professional development and qualifications Free on-site parking For more details please apply or contact Tegan at Dynamite Recruitment
Sep 08, 2025
Full time
We are offering an exciting opportunity for an experienced Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser (IFA) firm based just outside Woking.Working closely within a dedicated Paraplanning team, you'll support Financial Advisers on a wide range of high-net-worth and complex financial planning cases. This role suits a technically skilled, detail-oriented professional who enjoys problem-solving and thrives in a dynamic, client-focused environment. Key Responsibilities Analyse client information from Fact Finds, meeting notes, and existing records. Conduct in-depth financial analysis including cashflow modelling, investment and pension research, and inheritance tax planning. Support Financial Advisers with preparation for client meetings and reviews, including portfolio analysis and recommendations. Research financial products and services, ensuring suitable, compliant recommendations are made. Prepare high-quality, tailored Suitability Reports with full disclosures and illustrations Attend client meetings when required to support the advice process. Maintain up-to-date knowledge of regulations, tax legislation, and industry best practices. Build and manage relationships with product providers and support the in-house Investment Committee where required. Candidate Requirements Level 4 Diploma in Financial Planning (Level 6 or working toward it preferred). Minimum 4 years' experience as a Paraplanner within an IFA or wealth management environment. Proficient in; Wrap platforms, Cashflow modelling tools, FE Analytics, Microsoft Office Suite Strong technical knowledge across pensions, investments, tax planning, trusts, protection, and IHT. Meticulous attention to detail with a conscientious, solution-focused approach. Excellent communication skills-both written and verbal. A team player with a proactive, professional attitude. Details: Competitive salary up to £55,000 (depending on experience) 25 days annual leave + bank holidays Ongoing support for professional development and qualifications Free on-site parking For more details please apply or contact Tegan at Dynamite Recruitment
Ellis James Partners Limited
Coventry, Warwickshire
Senior Paraplanner - Meriden Office (CV7) Up to £45,000 3 Days Office Ready to take the next step in your paraplanning career? This role is built for someone who thrives on technical work but also enjoys sharing their knowledge, guiding others, and shaping how things are done.You'll still be deep in the detail - building cases, solving complex problems, supporting expert advisers, but you'll also have the chance to mentor junior colleagues and influence the way the team grows. About the package: Salary up to £45,000 DOE 28 days holiday plus bank holidays, increasing to 29 days after 3 years and 30 after 5 Support to progress professional qualifications such as Chartered Hybrid working: up to 2 days remote per week Mon-Fri, 9am-5pm with 1-hour lunch What you bring: Around 3-4 years' paraplanning experience under your belt Ideally a Level 4 Diploma already achieved and eager to move onto Chartered. Why join? You'll become part of a firm that values long-term client relationships and invests in its people. Here, you'll get the support to develop your skills, grow your career, and be part of a professional and expanding business that genuinely cares about its team.
Sep 08, 2025
Full time
Senior Paraplanner - Meriden Office (CV7) Up to £45,000 3 Days Office Ready to take the next step in your paraplanning career? This role is built for someone who thrives on technical work but also enjoys sharing their knowledge, guiding others, and shaping how things are done.You'll still be deep in the detail - building cases, solving complex problems, supporting expert advisers, but you'll also have the chance to mentor junior colleagues and influence the way the team grows. About the package: Salary up to £45,000 DOE 28 days holiday plus bank holidays, increasing to 29 days after 3 years and 30 after 5 Support to progress professional qualifications such as Chartered Hybrid working: up to 2 days remote per week Mon-Fri, 9am-5pm with 1-hour lunch What you bring: Around 3-4 years' paraplanning experience under your belt Ideally a Level 4 Diploma already achieved and eager to move onto Chartered. Why join? You'll become part of a firm that values long-term client relationships and invests in its people. Here, you'll get the support to develop your skills, grow your career, and be part of a professional and expanding business that genuinely cares about its team.
Paraplanner Location - Edinburgh or Stirling Salary - up to £45,000 DoE excellent benefits package Hours - Full Time - hybrid or remote working options (Location is flexible and hybrid or remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner to join their growing team. You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. You will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner Requirements You should be an experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £190.2bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. If you would like further information on this role prior to applying, please contact us. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Sep 08, 2025
Full time
Paraplanner Location - Edinburgh or Stirling Salary - up to £45,000 DoE excellent benefits package Hours - Full Time - hybrid or remote working options (Location is flexible and hybrid or remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner to join their growing team. You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. You will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner Requirements You should be an experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £190.2bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. If you would like further information on this role prior to applying, please contact us. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
NEW to market Our client is a successful local IFA business and they are currently looking for an experienced Paraplanner to join their team based in Hove, Sussex We need fully qualified experienced Paraplanners who have ideally worked in an IFA environment You will be in a team supporting successful IFA's The client is happy to pay £40-50000 dependent on experience and qualifications After initial training the client will allow Hybrid working but you will still need to be accessible to the local office We can offer 3 days from home and 2 days in Hove office Feel free to call Jason at Astral for more details as we have Paraplanner roles across Sussex
Sep 08, 2025
Full time
NEW to market Our client is a successful local IFA business and they are currently looking for an experienced Paraplanner to join their team based in Hove, Sussex We need fully qualified experienced Paraplanners who have ideally worked in an IFA environment You will be in a team supporting successful IFA's The client is happy to pay £40-50000 dependent on experience and qualifications After initial training the client will allow Hybrid working but you will still need to be accessible to the local office We can offer 3 days from home and 2 days in Hove office Feel free to call Jason at Astral for more details as we have Paraplanner roles across Sussex
