A fantastic opportunity to join an established and Financial Management company in Cardiff as Senior Paraplanner on a permanent basis. In this key role, you will support, develop and manage the paraplanning team, overseeing their workload, and managing their development. You will also provide technical and research support to Financial Planners in the delivery of their advice to clients, including completing research and analysis, preparing suitability letters and writing client reports. Location: On the outskirts of Cardiff. Due to location, you will need to be a driver. Hours: Our client run a 4 day working week, working Monday to Thursday, 9am-5pm (no condensed hours or reduction in salary!) What you'll be doing: Monitor quality of Paraplanning work produced by Paraplanners/Trainee Paraplanners, acting as point of contact regarding all paraplanning queries. Preparation of all client cashflows ready for monthly and annual meetings. Analysing and interpreting data; using research tools to provide solutions to meet client needs and objectives; providing specific client portfolio reporting. Provide appendices, illustrations, applications and key features documentation for suitability letters and reports. Implementing agreed actions from Authority to Proceed notifications. Monitor Negative Cash positions on a monthly basis and recommend appropriate solutions. Complete annual ISA reporting; ensuring clients utilise the annual ISA allowances. Participate and contribute to the investment committee meetings, and attend regular meetings with the Leadership Team. What we're looking for: Strong experience working within a financial planning environment. Experience of supporting and developing a team. Ability to work efficiently under own initiative with excellent attention to detail. GCSEs Grades (A-C/1-3) in Mathematics and English. Diploma in Financial Planning or equivalent, or prepared to study to level 6. Strong IT skills including Microsoft Office, Excel and financial software. Excellent telephone manner with a strong focus on customer service. Salary & Benefits: Salary will be circa 50k depending on experience. A fantastic benefits package including - 4 day working week. 28 days holiday per year plus bank holiday (reduced by 20% due to 4 day week). 1 week off for Christmas, not taken from your annual leave entitlement. Company pension scheme (after 3 months). Private Medical Insurance (after 12 months). Summer & Christmas bonus based on company performance. Team away days and social events throughout the year. Supporting, friendly team with opportunities to progress.
Sep 11, 2025
Full time
A fantastic opportunity to join an established and Financial Management company in Cardiff as Senior Paraplanner on a permanent basis. In this key role, you will support, develop and manage the paraplanning team, overseeing their workload, and managing their development. You will also provide technical and research support to Financial Planners in the delivery of their advice to clients, including completing research and analysis, preparing suitability letters and writing client reports. Location: On the outskirts of Cardiff. Due to location, you will need to be a driver. Hours: Our client run a 4 day working week, working Monday to Thursday, 9am-5pm (no condensed hours or reduction in salary!) What you'll be doing: Monitor quality of Paraplanning work produced by Paraplanners/Trainee Paraplanners, acting as point of contact regarding all paraplanning queries. Preparation of all client cashflows ready for monthly and annual meetings. Analysing and interpreting data; using research tools to provide solutions to meet client needs and objectives; providing specific client portfolio reporting. Provide appendices, illustrations, applications and key features documentation for suitability letters and reports. Implementing agreed actions from Authority to Proceed notifications. Monitor Negative Cash positions on a monthly basis and recommend appropriate solutions. Complete annual ISA reporting; ensuring clients utilise the annual ISA allowances. Participate and contribute to the investment committee meetings, and attend regular meetings with the Leadership Team. What we're looking for: Strong experience working within a financial planning environment. Experience of supporting and developing a team. Ability to work efficiently under own initiative with excellent attention to detail. GCSEs Grades (A-C/1-3) in Mathematics and English. Diploma in Financial Planning or equivalent, or prepared to study to level 6. Strong IT skills including Microsoft Office, Excel and financial software. Excellent telephone manner with a strong focus on customer service. Salary & Benefits: Salary will be circa 50k depending on experience. A fantastic benefits package including - 4 day working week. 28 days holiday per year plus bank holiday (reduced by 20% due to 4 day week). 1 week off for Christmas, not taken from your annual leave entitlement. Company pension scheme (after 3 months). Private Medical Insurance (after 12 months). Summer & Christmas bonus based on company performance. Team away days and social events throughout the year. Supporting, friendly team with opportunities to progress.
Job Title: Paraplanner Industry: Financial Planning Location: Cardiff Salary: £35,000 - £50,000 Job Reference: 9294 Job Description: Recruit UK is working on a fantastic opportunity for a Paraplanner to join a successful Financial Planning firm in Cardiff. Our client is a long-standing and well-established financial planning practice that looks after clients across South Wales. As they continue to expand and grow, they are looking for a paraplanner to join their technical team. You will be working closely with other Paraplanners, meaning lots of people to bounce off of, as well as the Administrators and Advisers. Duties will include but not be limited to: Preparing pre-approval documents ahead of reports Compiling suitability reports from template format Conducting research into a suitable product following client meetings Ensuring compliance is adhered to Working closely with the Administrator to gather client documentation Benefits: Competitive salary of up to £50,000 Hybrid, office or remote working - whatever suits you best Bonus scheme of around 10% 25 days holiday Xmas shutdown 3% pension contribution Private medical insurance 4x DIS Work equipment provided Exam funding and study leave Skills and experience required: Experience working in a Paraplanning position Level 4 Diploma, or working towards Good knowledge of UK products and tax calculations If working more remotely, a home office set-up About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Paraplanner.
Sep 11, 2025
Full time
Job Title: Paraplanner Industry: Financial Planning Location: Cardiff Salary: £35,000 - £50,000 Job Reference: 9294 Job Description: Recruit UK is working on a fantastic opportunity for a Paraplanner to join a successful Financial Planning firm in Cardiff. Our client is a long-standing and well-established financial planning practice that looks after clients across South Wales. As they continue to expand and grow, they are looking for a paraplanner to join their technical team. You will be working closely with other Paraplanners, meaning lots of people to bounce off of, as well as the Administrators and Advisers. Duties will include but not be limited to: Preparing pre-approval documents ahead of reports Compiling suitability reports from template format Conducting research into a suitable product following client meetings Ensuring compliance is adhered to Working closely with the Administrator to gather client documentation Benefits: Competitive salary of up to £50,000 Hybrid, office or remote working - whatever suits you best Bonus scheme of around 10% 25 days holiday Xmas shutdown 3% pension contribution Private medical insurance 4x DIS Work equipment provided Exam funding and study leave Skills and experience required: Experience working in a Paraplanning position Level 4 Diploma, or working towards Good knowledge of UK products and tax calculations If working more remotely, a home office set-up About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Paraplanner.
A fantastic opportunity to join an established and Financial Management company in Cardiff as Senior Paraplanner on a permanent basis. In this key role, you will support, develop and manage the paraplanning team, overseeing their workload, and managing their development. You will also provide technical and research support to Financial Planners in the delivery of their advice to clients, including completing research and analysis, preparing suitability letters and writing client reports. Location: On the outskirts of Cardiff. Due to location, you will need to be a driver. Hours: Our client run a 4 day working week, working Monday to Thursday, 9am-5pm (no condensed hours or reduction in salary!) What you'll be doing: Monitor quality of Paraplanning work produced by Paraplanners/Trainee Paraplanners, acting as point of contact regarding all paraplanning queries. Preparation of all client cashflows ready for monthly and annual meetings. Analysing and interpreting data; using research tools to provide solutions to meet client needs and objectives; providing specific client portfolio reporting. Provide appendices, illustrations, applications and key features documentation for suitability letters and reports. Implementing agreed actions from Authority to Proceed notifications. Monitor Negative Cash positions on a monthly basis and recommend appropriate solutions. Complete annual ISA reporting; ensuring clients utilise the annual ISA allowances. Participate and contribute to the investment committee meetings, and attend regular meetings with the Leadership Team. What we're looking for: Strong experience working within a financial planning environment. Experience of supporting and developing a team. Ability to work efficiently under own initiative with excellent attention to detail. GCSEs Grades (A-C/1-3) in Mathematics and English. Diploma in Financial Planning or equivalent, or prepared to study to level 6. Strong IT skills including Microsoft Office, Excel and financial software. Excellent telephone manner with a strong focus on customer service. Salary & Benefits: Salary will be circa 50k depending on experience. A fantastic benefits package including - 4 day working week. 28 days holiday per year plus bank holiday (reduced by 20% due to 4 day week). 1 week off for Christmas, not taken from your annual leave entitlement. Company pension scheme (after 3 months). Private Medical Insurance (after 12 months). Summer & Christmas bonus based on company performance. Team away days and social events throughout the year. Supporting, friendly team with opportunities to progress.
Sep 11, 2025
Full time
A fantastic opportunity to join an established and Financial Management company in Cardiff as Senior Paraplanner on a permanent basis. In this key role, you will support, develop and manage the paraplanning team, overseeing their workload, and managing their development. You will also provide technical and research support to Financial Planners in the delivery of their advice to clients, including completing research and analysis, preparing suitability letters and writing client reports. Location: On the outskirts of Cardiff. Due to location, you will need to be a driver. Hours: Our client run a 4 day working week, working Monday to Thursday, 9am-5pm (no condensed hours or reduction in salary!) What you'll be doing: Monitor quality of Paraplanning work produced by Paraplanners/Trainee Paraplanners, acting as point of contact regarding all paraplanning queries. Preparation of all client cashflows ready for monthly and annual meetings. Analysing and interpreting data; using research tools to provide solutions to meet client needs and objectives; providing specific client portfolio reporting. Provide appendices, illustrations, applications and key features documentation for suitability letters and reports. Implementing agreed actions from Authority to Proceed notifications. Monitor Negative Cash positions on a monthly basis and recommend appropriate solutions. Complete annual ISA reporting; ensuring clients utilise the annual ISA allowances. Participate and contribute to the investment committee meetings, and attend regular meetings with the Leadership Team. What we're looking for: Strong experience working within a financial planning environment. Experience of supporting and developing a team. Ability to work efficiently under own initiative with excellent attention to detail. GCSEs Grades (A-C/1-3) in Mathematics and English. Diploma in Financial Planning or equivalent, or prepared to study to level 6. Strong IT skills including Microsoft Office, Excel and financial software. Excellent telephone manner with a strong focus on customer service. Salary & Benefits: Salary will be circa 50k depending on experience. A fantastic benefits package including - 4 day working week. 28 days holiday per year plus bank holiday (reduced by 20% due to 4 day week). 1 week off for Christmas, not taken from your annual leave entitlement. Company pension scheme (after 3 months). Private Medical Insurance (after 12 months). Summer & Christmas bonus based on company performance. Team away days and social events throughout the year. Supporting, friendly team with opportunities to progress.
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and Financial Life Plan reports detailing the Consultant s recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client s post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Chartered status, or working towards First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary £45,000 to £50,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : (url removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Sep 10, 2025
Full time
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and Financial Life Plan reports detailing the Consultant s recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client s post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Chartered status, or working towards First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary £45,000 to £50,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : (url removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Are you an ambitious, detail-driven paraplanner with a strong academic track record, early-stage qualifications, and a clear goal to progress into a client-facing role? This is your opportunity to join one of the most forward-thinking, high-growth firms in the wealth advisory fintech space. This London-based company has already established itself as a market leader-blending sophisticated portfolio analytics, personalised advice, and cutting-edge digital tools to transform how individuals engage with their financial life. With a fast-growing client base and an ambitious team culture, they are now looking to expand their financial planning team with a Junior Paraplanner who shares their passion for excellence and innovation. The Role: As a Junior Paraplanner, you will: Support the financial advice team by preparing high-quality research, portfolio analysis, and client-ready reports. Gain hands-on exposure to real client work far earlier than in a traditional firm. Assist in financial plan construction, asset reviews, risk assessments, and technical documentation. Work closely with advisers, analysts, and product developers to understand the full client journey. Be involved in broader initiatives across client onboarding, digital platform enhancements, and team strategy. What We're Looking For: A strong academic background (ideally in finance, economics, mathematics, or a related field). 1-3 years' experience in financial planning, paraplanning, or a similar advisory support role. Progress toward the CII Diploma in Regulated Financial Planning (DipPFS) - or intention to achieve it. Excellent communication skills - both written and verbal. A proactive, analytical mindset and the ability to work in a fast-paced, agile environment. Tech-curious and open to using advanced tools to improve client outcomes. What's on Offer: Salary of £35,000 - £45,000, depending on experience.A highly flexible hybrid working environment designed to support your wellbeing and productivity. Full study support and mentoring to help you achieve professional qualifications. A clear, supported pathway to progress into a client-facing financial advisory role. The chance to be part of a mission-led, collaborative, and fast-growing firm that's redefining the financial advice industry. If you're intellectually curious, people-focused, and want to play an integral role in the future of financial planning, this could be the perfect next step.
Sep 10, 2025
Full time
Are you an ambitious, detail-driven paraplanner with a strong academic track record, early-stage qualifications, and a clear goal to progress into a client-facing role? This is your opportunity to join one of the most forward-thinking, high-growth firms in the wealth advisory fintech space. This London-based company has already established itself as a market leader-blending sophisticated portfolio analytics, personalised advice, and cutting-edge digital tools to transform how individuals engage with their financial life. With a fast-growing client base and an ambitious team culture, they are now looking to expand their financial planning team with a Junior Paraplanner who shares their passion for excellence and innovation. The Role: As a Junior Paraplanner, you will: Support the financial advice team by preparing high-quality research, portfolio analysis, and client-ready reports. Gain hands-on exposure to real client work far earlier than in a traditional firm. Assist in financial plan construction, asset reviews, risk assessments, and technical documentation. Work closely with advisers, analysts, and product developers to understand the full client journey. Be involved in broader initiatives across client onboarding, digital platform enhancements, and team strategy. What We're Looking For: A strong academic background (ideally in finance, economics, mathematics, or a related field). 1-3 years' experience in financial planning, paraplanning, or a similar advisory support role. Progress toward the CII Diploma in Regulated Financial Planning (DipPFS) - or intention to achieve it. Excellent communication skills - both written and verbal. A proactive, analytical mindset and the ability to work in a fast-paced, agile environment. Tech-curious and open to using advanced tools to improve client outcomes. What's on Offer: Salary of £35,000 - £45,000, depending on experience.A highly flexible hybrid working environment designed to support your wellbeing and productivity. Full study support and mentoring to help you achieve professional qualifications. A clear, supported pathway to progress into a client-facing financial advisory role. The chance to be part of a mission-led, collaborative, and fast-growing firm that's redefining the financial advice industry. If you're intellectually curious, people-focused, and want to play an integral role in the future of financial planning, this could be the perfect next step.
Paraplanner Location - Chelmsford (CM2) Salary - up to £40,000 excellent benefits package Hours - Full Time - hybrid working pattern A highly successful large SJP Partner Practice are looking to appoint an experienced Paraplanner to join their growing team. 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 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 will be an experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including pensions and investments 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 £198.5bn. 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. 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 10, 2025
Full time
Paraplanner Location - Chelmsford (CM2) Salary - up to £40,000 excellent benefits package Hours - Full Time - hybrid working pattern A highly successful large SJP Partner Practice are looking to appoint an experienced Paraplanner to join their growing team. 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 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 will be an experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including pensions and investments 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 £198.5bn. 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. 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.
Financial Adviser (Group Benefits & Wealth Planning) Sheffield £50,000 - £65,000 NJR Recruitment is proud to be working with a leading, integrated wealth management business to recruit an experienced Financial Adviser in Sheffield . This is a rare opportunity for a qualified adviser to combine private client financial planning with corporate employee benefits consulting in one dynamic, client-facing role. What's on Offer: Employed position with a competitive salary and bonus Opportunity to take on both corporate and private clients Full paraplanning and admin support to enable you to focus on advice Strong emphasis on team culture, innovation, and development Access to market-leading tech platforms and support tools Key Responsibilities: Deliver holistic financial advice to a range of private clients Advise corporate clients on workplace pension schemes , group protection, health benefits, and financial education programmes Conduct regular client reviews and implement financial planning strategies Collaborate closely with investment managers, paraplanners, and client liaison teams Build relationships through referrals and professional connections Maintain compliance and up-to-date CPD in line with FCA standards What We're Looking For: Level 4 Diploma in Regulated Financial Planning (essential) Experience advising on group benefits, auto-enrolment, and pension schemes Knowledge of GPPs, Master Trusts, flexible benefits, and risk products A background in managing both private and corporate client relationships Technically strong, commercially aware, and confident delivering advice to clients across all wealth levels Employee Benefits Include: 25 days annual leave (+ your birthday off!) Private healthcare (after 12 months) Enhanced maternity & paternity pay 2 paid volunteering days annually Cycle to work scheme & life assurance Supportive team culture with clear progression pathways If you're an adviser looking to combine your corporate consulting experience with private client advice -and want to join a forward-thinking, people-focused firm-this could be your ideal next move. Apply now or for more information contact NJR Recruitment quoting NJR15982
Sep 10, 2025
Full time
Financial Adviser (Group Benefits & Wealth Planning) Sheffield £50,000 - £65,000 NJR Recruitment is proud to be working with a leading, integrated wealth management business to recruit an experienced Financial Adviser in Sheffield . This is a rare opportunity for a qualified adviser to combine private client financial planning with corporate employee benefits consulting in one dynamic, client-facing role. What's on Offer: Employed position with a competitive salary and bonus Opportunity to take on both corporate and private clients Full paraplanning and admin support to enable you to focus on advice Strong emphasis on team culture, innovation, and development Access to market-leading tech platforms and support tools Key Responsibilities: Deliver holistic financial advice to a range of private clients Advise corporate clients on workplace pension schemes , group protection, health benefits, and financial education programmes Conduct regular client reviews and implement financial planning strategies Collaborate closely with investment managers, paraplanners, and client liaison teams Build relationships through referrals and professional connections Maintain compliance and up-to-date CPD in line with FCA standards What We're Looking For: Level 4 Diploma in Regulated Financial Planning (essential) Experience advising on group benefits, auto-enrolment, and pension schemes Knowledge of GPPs, Master Trusts, flexible benefits, and risk products A background in managing both private and corporate client relationships Technically strong, commercially aware, and confident delivering advice to clients across all wealth levels Employee Benefits Include: 25 days annual leave (+ your birthday off!) Private healthcare (after 12 months) Enhanced maternity & paternity pay 2 paid volunteering days annually Cycle to work scheme & life assurance Supportive team culture with clear progression pathways If you're an adviser looking to combine your corporate consulting experience with private client advice -and want to join a forward-thinking, people-focused firm-this could be your ideal next move. Apply now or for more information contact NJR Recruitment quoting NJR15982
Job Role: Junior Paraplanner Industry: Financial Services Location: Harrogate Salary: £36,000 (DOE) Job Reference: 9898 Are you an experienced administrator or Junior Paraplanner looking for the next step up in your career? RecruitUK are working in partnership with a growing forward-thinking financial services company based in Bristol. We're looking for a motivated and detail-oriented professional to join their dynamic team. Operating at the heart of the wealth management and investment platform sector, the business delivers innovative and integrated solutions to private clients, advisers, and institutions. You'll play an important role in supporting the paraplanners and advisers, assisting with research and the preparation of suitability reports. From drafting and checking client documentation to helping with cash flow modelling and product comparisons, you'll ensure information is accurate, compliant, and delivered on time. Along the way, you'll gain hands-on experience of the full paraplanning process, with clear opportunities to develop your technical knowledge and progress your career. Responsibilities include Develop your ability to produce compliant reports and recommendations, with guidance from senior paraplanners. Build experience in researching client portfolios, asset allocation, and investment products. Take ownership of gathering valuations, quotations, and preparing application documentation. Learn to apply compliance requirements and internal policies to everyday tasks. Manage your workload effectively, keeping your line manager informed of progress. Commit to ongoing study and recording your professional development. Contribute to wider team tasks and responsibilities as needed. Apply Consumer Duty principles in all aspects of your work. What we're looking for Experience working as an IFA/ Wealth Management Administrator Knowledge of the Financial Services industry Proficient in databases and relevant software Must have progress towards the Level 4 Diploma in Financial Planning Exposure to elements of Paraplanning in a previous role is desired Benefits Offering a salary of up to £36,000 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 Bristol office. And lots of flexible benefits to choose from! This is an opportunity to progress your career and blossom into a highly skilled paraplanner. About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working on a Junior Paraplanner role in Harrogate. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Sep 10, 2025
Full time
Job Role: Junior Paraplanner Industry: Financial Services Location: Harrogate Salary: £36,000 (DOE) Job Reference: 9898 Are you an experienced administrator or Junior Paraplanner looking for the next step up in your career? RecruitUK are working in partnership with a growing forward-thinking financial services company based in Bristol. We're looking for a motivated and detail-oriented professional to join their dynamic team. Operating at the heart of the wealth management and investment platform sector, the business delivers innovative and integrated solutions to private clients, advisers, and institutions. You'll play an important role in supporting the paraplanners and advisers, assisting with research and the preparation of suitability reports. From drafting and checking client documentation to helping with cash flow modelling and product comparisons, you'll ensure information is accurate, compliant, and delivered on time. Along the way, you'll gain hands-on experience of the full paraplanning process, with clear opportunities to develop your technical knowledge and progress your career. Responsibilities include Develop your ability to produce compliant reports and recommendations, with guidance from senior paraplanners. Build experience in researching client portfolios, asset allocation, and investment products. Take ownership of gathering valuations, quotations, and preparing application documentation. Learn to apply compliance requirements and internal policies to everyday tasks. Manage your workload effectively, keeping your line manager informed of progress. Commit to ongoing study and recording your professional development. Contribute to wider team tasks and responsibilities as needed. Apply Consumer Duty principles in all aspects of your work. What we're looking for Experience working as an IFA/ Wealth Management Administrator Knowledge of the Financial Services industry Proficient in databases and relevant software Must have progress towards the Level 4 Diploma in Financial Planning Exposure to elements of Paraplanning in a previous role is desired Benefits Offering a salary of up to £36,000 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 Bristol office. And lots of flexible benefits to choose from! This is an opportunity to progress your career and blossom into a highly skilled paraplanner. About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working on a Junior Paraplanner role in Harrogate. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Paraplanner Based Gloucester outskirts (north of Gloucester) Salary £38,000 - £45,000 depending upon experienceAre you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role working with ultra high net worth clients? Are you looking to work 1-1 with an Adviser so you can build and develop strong relationships with the clients? Do you feel that you are not using your technical skills as much as you should be? Would you like to work in a truly collaborative environment where you are part of the whole process - including full research, bespoke reports and cash flow modelling? If so, we can helpCompany/Role Information Our client is a boutique wealth planning practice established over 30 years ago Our Client is currently entering an exciting phase of growth and investment within the team You will be working directly with the Director of the business on a 1-1 basis This role is all about collaborating with the Director on each client's financial plan - they are looking for someone who loves to be involved in the technical side Salary is flexible depending upon experience - if you are Chartered then the salary may be higher than added here. Hybrid working - 2-3 days in the office. 25 x days holiday plus BH So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail
Sep 10, 2025
Full time
Paraplanner Based Gloucester outskirts (north of Gloucester) Salary £38,000 - £45,000 depending upon experienceAre you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role working with ultra high net worth clients? Are you looking to work 1-1 with an Adviser so you can build and develop strong relationships with the clients? Do you feel that you are not using your technical skills as much as you should be? Would you like to work in a truly collaborative environment where you are part of the whole process - including full research, bespoke reports and cash flow modelling? If so, we can helpCompany/Role Information Our client is a boutique wealth planning practice established over 30 years ago Our Client is currently entering an exciting phase of growth and investment within the team You will be working directly with the Director of the business on a 1-1 basis This role is all about collaborating with the Director on each client's financial plan - they are looking for someone who loves to be involved in the technical side Salary is flexible depending upon experience - if you are Chartered then the salary may be higher than added here. Hybrid working - 2-3 days in the office. 25 x days holiday plus BH So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail
Paraplanner - Wealth Management Firm Location: Liverpool (Hybrid) Salary: Up to £55,000 Bonus & Benefits About the Role An established and highly regarded wealth management firm is looking for an experienced Paraplanner to support its team of financial advisers in delivering high-quality financial planning solutions. This role offers excellent career progression opportunities, particularly for those looking to advance into an advisory, management, or compliance role in the future. Key Responsibilities: Technical Research & Analysis: Conducting research on pensions, investments and protection solutions. Assisting in financial planning and investment strategy development. Report Writing & Compliance: Drafting suitability reports and financial recommendations. Ensuring compliance with regulatory requirements and company policies. Client Support & Liaison: Working closely with financial advisers to provide seamless client service. Attending client meetings when necessary to take notes and assist with technical queries. Supporting the preparation of annual review documentation and cashflow modelling. Administrative & Operational Duties: Managing and maintaining client files and records. Ensuring all compliance paperwork is accurate and up to date. Assisting with investment and trade implementation. Ideal Candidate: Level 4 Diploma in Financial Planning (or equivalent), with a desire to progress to Chartered status. Strong understanding of financial planning, investment strategies, and tax implications. Excellent attention to detail, analytical skills, and report-writing ability. Experience in a similar Paraplanning role within a wealth management firm. Proficient in financial research tools. Package & Benefits: Competitive salary up to £55,000. Bonus scheme based on performance. Pension & enhanced benefits package. Hybrid working - flexible office/home balance. Full support for further professional qualifications and career progression. This is an exciting opportunity for an ambitious Paraplanner to join a growing firm and work alongside a team of experienced financial advisers, helping to deliver outstanding wealth management solutions to high-net-worth clients.
Sep 10, 2025
Full time
Paraplanner - Wealth Management Firm Location: Liverpool (Hybrid) Salary: Up to £55,000 Bonus & Benefits About the Role An established and highly regarded wealth management firm is looking for an experienced Paraplanner to support its team of financial advisers in delivering high-quality financial planning solutions. This role offers excellent career progression opportunities, particularly for those looking to advance into an advisory, management, or compliance role in the future. Key Responsibilities: Technical Research & Analysis: Conducting research on pensions, investments and protection solutions. Assisting in financial planning and investment strategy development. Report Writing & Compliance: Drafting suitability reports and financial recommendations. Ensuring compliance with regulatory requirements and company policies. Client Support & Liaison: Working closely with financial advisers to provide seamless client service. Attending client meetings when necessary to take notes and assist with technical queries. Supporting the preparation of annual review documentation and cashflow modelling. Administrative & Operational Duties: Managing and maintaining client files and records. Ensuring all compliance paperwork is accurate and up to date. Assisting with investment and trade implementation. Ideal Candidate: Level 4 Diploma in Financial Planning (or equivalent), with a desire to progress to Chartered status. Strong understanding of financial planning, investment strategies, and tax implications. Excellent attention to detail, analytical skills, and report-writing ability. Experience in a similar Paraplanning role within a wealth management firm. Proficient in financial research tools. Package & Benefits: Competitive salary up to £55,000. Bonus scheme based on performance. Pension & enhanced benefits package. Hybrid working - flexible office/home balance. Full support for further professional qualifications and career progression. This is an exciting opportunity for an ambitious Paraplanner to join a growing firm and work alongside a team of experienced financial advisers, helping to deliver outstanding wealth management solutions to high-net-worth clients.
The Company: This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Manager to lead a team of 10-15 Financial Advisors with varying levels of experience. This is a fantastic opportunity for a qualified Advisor or Paraplanner to move into more of a management role, whilst still utilising their technical knowledge. The Role: Line management of up to 15 Financial Advisors, ensuring they consistently provide a high level of service to clients. Provide coaching and mentoring to developing Advisors. Support the growth and development of the team. Set and monitor KPIs. Be the key point of contact regarding any issues, complaints or concerns. The role can be carried out predominantly on a remote basis, with visits to the Bristol office approx. twice a month. The Candidate: Must hold the Level 4 Diploma in Financial Advice and have prior experience as a Financial Advisor or Senior Paraplanner. Previous experience managing a team would be preferred. Strong technical knowledge with a solid understanding of the Financial Planning process and regulations. The Package: Salary up to £60k (depending on experience) bonus Contact: Karen Cummins Reference: KC/97004 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.
Sep 10, 2025
Full time
The Company: This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Manager to lead a team of 10-15 Financial Advisors with varying levels of experience. This is a fantastic opportunity for a qualified Advisor or Paraplanner to move into more of a management role, whilst still utilising their technical knowledge. The Role: Line management of up to 15 Financial Advisors, ensuring they consistently provide a high level of service to clients. Provide coaching and mentoring to developing Advisors. Support the growth and development of the team. Set and monitor KPIs. Be the key point of contact regarding any issues, complaints or concerns. The role can be carried out predominantly on a remote basis, with visits to the Bristol office approx. twice a month. The Candidate: Must hold the Level 4 Diploma in Financial Advice and have prior experience as a Financial Advisor or Senior Paraplanner. Previous experience managing a team would be preferred. Strong technical knowledge with a solid understanding of the Financial Planning process and regulations. The Package: Salary up to £60k (depending on experience) bonus Contact: Karen Cummins Reference: KC/97004 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.
ADMINISTRATOR - Employee Benefits, Group Life & Group Pensions LOCATION : Manchester SALARY: , Depending on Experience Ranked in the top 50 Financial Advisers, our client is an Award-Winning Firm of Independent Financial Advisers. With an established reputation for dealing in all areas of Financial Planning, our client is now looking to recruit an additional Administrator to join their Practice in Central Manchester. Forming part of the Employee Benefits Team the successful Candidate will be responsible for providing first class Administration Support to the department where you will work together with a team of Financial Advisers and Paraplanners. Providing Corporate Clients with a positive and professional experience, the successful Candidate will offer a highly technical support service in which you will be responsible for; " Process new business for Auto Enrolment, GPP's and Risk Schemes " Inputting all new business into the Back Office System - Intelliflow " Dealing with any leavers / joiners to Schemes " Dealing with any Claims on Risk & Pension Schemes " Sending Letters of Authority to Insurance Providers " Request member data for Scheme Renewals " Collate member data and request quotes " Checking and issuing Policy documents " Drafting of reports for Scheme Advisors " Answering incoming calls and liaising with Clients / Providers / Third Parties " Dealing with all incoming and outgoing post Candidates applying for the role will ideally come from an IFA Practice, however this is not essential. Those from a PMI provider may be considered too. You must be an excellent communicator, have a strong ability to work as part of a team, and will be extremely well presented. REF: NJR16036
Sep 10, 2025
Full time
ADMINISTRATOR - Employee Benefits, Group Life & Group Pensions LOCATION : Manchester SALARY: , Depending on Experience Ranked in the top 50 Financial Advisers, our client is an Award-Winning Firm of Independent Financial Advisers. With an established reputation for dealing in all areas of Financial Planning, our client is now looking to recruit an additional Administrator to join their Practice in Central Manchester. Forming part of the Employee Benefits Team the successful Candidate will be responsible for providing first class Administration Support to the department where you will work together with a team of Financial Advisers and Paraplanners. Providing Corporate Clients with a positive and professional experience, the successful Candidate will offer a highly technical support service in which you will be responsible for; " Process new business for Auto Enrolment, GPP's and Risk Schemes " Inputting all new business into the Back Office System - Intelliflow " Dealing with any leavers / joiners to Schemes " Dealing with any Claims on Risk & Pension Schemes " Sending Letters of Authority to Insurance Providers " Request member data for Scheme Renewals " Collate member data and request quotes " Checking and issuing Policy documents " Drafting of reports for Scheme Advisors " Answering incoming calls and liaising with Clients / Providers / Third Parties " Dealing with all incoming and outgoing post Candidates applying for the role will ideally come from an IFA Practice, however this is not essential. Those from a PMI provider may be considered too. You must be an excellent communicator, have a strong ability to work as part of a team, and will be extremely well presented. REF: NJR16036
Paraplanner Chester, Cheshire Up to £45,000 Hybrid Working We're working with a national financial advice and wealth management firm looking to bring on an experienced Paraplanner to support their growing adviser team in Chester, Cheshire. As a result of the companies recent success and business growth, we are looking to expand the paraplanning team to support the advisers, with further opportunities to develop your career available. The Role You'll be joining a well-established team, providing high-level technical support to financial advisers across pensions, investments, and holistic financial planning. The role is varied and fast-paced, ideal for someone who thrives in a collaborative environment and enjoys being a key part of the advice process. What We're Looking For Minimum 3 years' experience in a paraplanning or technical support role Level 4 Diploma qualified (Chartered status is a bonus but not essential) Strong report writing, research, and analytical skills Comfortable working across multiple platforms and systems Able to work independently and manage deadlines confidently Working Model Hybrid setup - typically 3 days in the office , with flexibility for remote working depending on experience and team needs Supportive, forward-thinking culture with scope to grow as the team expands Package Up to £45,000 basic salary (flexible for exceptional candidates) Benefits package and career development opportunities within a national firm If you're an experienced paraplanner looking for a role with autonomy, progression, and a strong team culture, this could be a great fit. Let me know if you'd like to discuss the opportunity further or be considered.
Sep 10, 2025
Full time
Paraplanner Chester, Cheshire Up to £45,000 Hybrid Working We're working with a national financial advice and wealth management firm looking to bring on an experienced Paraplanner to support their growing adviser team in Chester, Cheshire. As a result of the companies recent success and business growth, we are looking to expand the paraplanning team to support the advisers, with further opportunities to develop your career available. The Role You'll be joining a well-established team, providing high-level technical support to financial advisers across pensions, investments, and holistic financial planning. The role is varied and fast-paced, ideal for someone who thrives in a collaborative environment and enjoys being a key part of the advice process. What We're Looking For Minimum 3 years' experience in a paraplanning or technical support role Level 4 Diploma qualified (Chartered status is a bonus but not essential) Strong report writing, research, and analytical skills Comfortable working across multiple platforms and systems Able to work independently and manage deadlines confidently Working Model Hybrid setup - typically 3 days in the office , with flexibility for remote working depending on experience and team needs Supportive, forward-thinking culture with scope to grow as the team expands Package Up to £45,000 basic salary (flexible for exceptional candidates) Benefits package and career development opportunities within a national firm If you're an experienced paraplanner looking for a role with autonomy, progression, and a strong team culture, this could be a great fit. Let me know if you'd like to discuss the opportunity further or be considered.
A leading national financial planning practice is seeking an experienced Paraplanner to join its established and close-knit team in the heart of Bath. This is an excellent opportunity to become part of a respected organisation that provides outstanding support to its clients while offering employees a collaborative and rewarding working environment. The successful candidate will be responsible for providing high-quality technical support to a team of Financial Planners and their clients. Working closely with experienced professionals, the role offers variety, professional challenge and the chance to make a real impact. Key Responsibilities: Prepare detailed, client-focused financial planning reports and recommendations Support Financial Planners in client meetings and annual reviews Conduct technical research across pensions, investments and tax planning Ensure all advice and documentation meet regulatory and compliance standards Manage workload effectively to support the smooth running of the team Requirements: Level 4 Diploma in Financial Planning (or working towards) Previous paraplanning experience within a financial planning or wealth management environment Strong technical knowledge across pensions, investments, and tax planning Excellent attention to detail and organisational skills A proactive, professional, and collaborative approach Package on offer: Basic salary up to £45,000 Discretionary annual bonus Hybrid working - 2 days in the office, 3 days from home Competitive company benefits package including pension, life cover, income protection, and more Ongoing professional development and exam support This is a fantastic opportunity to join a highly regarded firm that values its employees, offers long-term career prospects and encourages progression within the business.
Sep 09, 2025
Full time
A leading national financial planning practice is seeking an experienced Paraplanner to join its established and close-knit team in the heart of Bath. This is an excellent opportunity to become part of a respected organisation that provides outstanding support to its clients while offering employees a collaborative and rewarding working environment. The successful candidate will be responsible for providing high-quality technical support to a team of Financial Planners and their clients. Working closely with experienced professionals, the role offers variety, professional challenge and the chance to make a real impact. Key Responsibilities: Prepare detailed, client-focused financial planning reports and recommendations Support Financial Planners in client meetings and annual reviews Conduct technical research across pensions, investments and tax planning Ensure all advice and documentation meet regulatory and compliance standards Manage workload effectively to support the smooth running of the team Requirements: Level 4 Diploma in Financial Planning (or working towards) Previous paraplanning experience within a financial planning or wealth management environment Strong technical knowledge across pensions, investments, and tax planning Excellent attention to detail and organisational skills A proactive, professional, and collaborative approach Package on offer: Basic salary up to £45,000 Discretionary annual bonus Hybrid working - 2 days in the office, 3 days from home Competitive company benefits package including pension, life cover, income protection, and more Ongoing professional development and exam support This is a fantastic opportunity to join a highly regarded firm that values its employees, offers long-term career prospects and encourages progression within the business.
Associate, Wealth Planner Glasgow, G1 Reports To: Divisional Director - Wealth Planning Role Type: Permanent, Full-time Working Hours: 8:30 AM to 5:00 PM, 37.5 hours per week Salary: Up to £50,000 (dependent on skills, knowledge, and experience) Hawk3 Talent Solutions, acting as an employment agency are hiring for our client within the wealth management sector. Our client is a fast-growing financial services firm offering a consultative, dynamic environment with a strong commitment to career development, ESG principles, and client-focused solutions. Role Summary: We are seeking an experienced Paraplanner with 3-5 years of experience to join our client's Wealth Planning team. This role offers a mix of paraplanning, client support, and administration activities, and provides a fantastic opportunity for professional development within a fast-paced, growing business. Once you are authorised and certificated, you will work closely with senior planners to deliver tailored wealth planning advice to clients, ensuring good client outcomes. You will also assist in paraplanning activities, provide technical support, and contribute to the ongoing success of the business. About You: You will be a motivated, results-driven individual with a passion for delivering exceptional client outcomes. You thrive in a fast-paced, team-oriented environment and are keen to develop your technical expertise and client relationship skills. If you are looking for a rewarding opportunity with a company that values your professional growth, we would love to hear from you. Key Responsibilities: Client Support: Build and maintain strong client relationships, focusing on regular service reviews and client retention. Provide less complex advice, such as annual reviews, ISAs, and pension top-ups, ensuring clients receive suitable recommendations. Support clients in vulnerable circumstances by offering customised financial advice. Record meeting outcomes and ensure all client actions are completed within prescribed timelines. Paraplanning & Technical Support: Conduct research, complete calculations, and assist with cash-flow modelling. Prepare suitability reports and technical documentation to support recommendations. Identify future advice opportunities and raise them with senior planners for client discussion. Ensure all documentation is clear, fair, and in line with regulatory standards. Wealth Planning Administration: Assist with new business processing, client onboarding, valuations, and general client queries. Use XPlan or similar planning software to manage client data and financial plans. Development: Participate in Continuous Professional Development (CPD) to maintain and enhance your technical knowledge. Contribute to efficiency improvements and assist with firm-wide projects. Required Skills & Experience: Qualifications: Minimum RQF Level 4 (CII or equivalent) and commitment to achieving Advanced Diploma in Financial Planning (Level 6). Must hold a current Statement of Professional Standing (SPS) post-authorisation. Strong understanding of financial products and wealth planning services. Experience: A minimum of 3-5 years experience in paraplanning or a similar wealth planning role. Experience with paraplanning procedures, research, and report writing. Familiarity with XPlan or similar financial planning software is preferred but not essential. Skills: Strong numerical and analytical skills with excellent attention to detail. Ability to prioritise tasks effectively and meet deadlines. Excellent communication and client relationship-building skills. Proficiency in Microsoft Office (Word, Excel, PowerPoint). Benefits & Career Development: Competitive salary up to £50,000, dependent on experience. 25 days holiday + bank holidays Hybrid working once probation is complete (6 months) Discretionary bonuses and pension contributions. Life assurance, income protection, and private medical insurance. Optional benefits: dental cover, flu jabs, Tastecard membership, and a share purchase plan. Career development plans to support your professional growth and progression. Access to a dynamic and fast-growing business with opportunities to make your mark. If you would like to apply then please email your CV to (url removed) or call Jade on (phone number removed) Closing date is 09.10.2025 - Please note this could change subject to suitable applications Hawk 3 Talent Solutions are acting as an employment agency on behalf of its client. By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website. Hawk 3 Talent Solutions are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future
Sep 09, 2025
Full time
Associate, Wealth Planner Glasgow, G1 Reports To: Divisional Director - Wealth Planning Role Type: Permanent, Full-time Working Hours: 8:30 AM to 5:00 PM, 37.5 hours per week Salary: Up to £50,000 (dependent on skills, knowledge, and experience) Hawk3 Talent Solutions, acting as an employment agency are hiring for our client within the wealth management sector. Our client is a fast-growing financial services firm offering a consultative, dynamic environment with a strong commitment to career development, ESG principles, and client-focused solutions. Role Summary: We are seeking an experienced Paraplanner with 3-5 years of experience to join our client's Wealth Planning team. This role offers a mix of paraplanning, client support, and administration activities, and provides a fantastic opportunity for professional development within a fast-paced, growing business. Once you are authorised and certificated, you will work closely with senior planners to deliver tailored wealth planning advice to clients, ensuring good client outcomes. You will also assist in paraplanning activities, provide technical support, and contribute to the ongoing success of the business. About You: You will be a motivated, results-driven individual with a passion for delivering exceptional client outcomes. You thrive in a fast-paced, team-oriented environment and are keen to develop your technical expertise and client relationship skills. If you are looking for a rewarding opportunity with a company that values your professional growth, we would love to hear from you. Key Responsibilities: Client Support: Build and maintain strong client relationships, focusing on regular service reviews and client retention. Provide less complex advice, such as annual reviews, ISAs, and pension top-ups, ensuring clients receive suitable recommendations. Support clients in vulnerable circumstances by offering customised financial advice. Record meeting outcomes and ensure all client actions are completed within prescribed timelines. Paraplanning & Technical Support: Conduct research, complete calculations, and assist with cash-flow modelling. Prepare suitability reports and technical documentation to support recommendations. Identify future advice opportunities and raise them with senior planners for client discussion. Ensure all documentation is clear, fair, and in line with regulatory standards. Wealth Planning Administration: Assist with new business processing, client onboarding, valuations, and general client queries. Use XPlan or similar planning software to manage client data and financial plans. Development: Participate in Continuous Professional Development (CPD) to maintain and enhance your technical knowledge. Contribute to efficiency improvements and assist with firm-wide projects. Required Skills & Experience: Qualifications: Minimum RQF Level 4 (CII or equivalent) and commitment to achieving Advanced Diploma in Financial Planning (Level 6). Must hold a current Statement of Professional Standing (SPS) post-authorisation. Strong understanding of financial products and wealth planning services. Experience: A minimum of 3-5 years experience in paraplanning or a similar wealth planning role. Experience with paraplanning procedures, research, and report writing. Familiarity with XPlan or similar financial planning software is preferred but not essential. Skills: Strong numerical and analytical skills with excellent attention to detail. Ability to prioritise tasks effectively and meet deadlines. Excellent communication and client relationship-building skills. Proficiency in Microsoft Office (Word, Excel, PowerPoint). Benefits & Career Development: Competitive salary up to £50,000, dependent on experience. 25 days holiday + bank holidays Hybrid working once probation is complete (6 months) Discretionary bonuses and pension contributions. Life assurance, income protection, and private medical insurance. Optional benefits: dental cover, flu jabs, Tastecard membership, and a share purchase plan. Career development plans to support your professional growth and progression. Access to a dynamic and fast-growing business with opportunities to make your mark. If you would like to apply then please email your CV to (url removed) or call Jade on (phone number removed) Closing date is 09.10.2025 - Please note this could change subject to suitable applications Hawk 3 Talent Solutions are acting as an employment agency on behalf of its client. By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website. Hawk 3 Talent Solutions are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future
Join a respected financial services firm as a Paraplanner, working closely with Financial Planners to deliver high-quality, compliant advice and support to clients. This is a fantastic opportunity to step into a role where your technical expertise and client focus will make a real impact. Benefits: Salary: Up to £38,000 (DOE) FULLY OFFICE BASED IN NEWCASTLE-UNDER-LYME Hybrid available but only in Warw click apply for full job details
Sep 09, 2025
Full time
Join a respected financial services firm as a Paraplanner, working closely with Financial Planners to deliver high-quality, compliant advice and support to clients. This is a fantastic opportunity to step into a role where your technical expertise and client focus will make a real impact. Benefits: Salary: Up to £38,000 (DOE) FULLY OFFICE BASED IN NEWCASTLE-UNDER-LYME Hybrid available but only in Warw click apply for full job details
Join a respected financial services firm as a Paraplanner, working closely with Financial Planners to deliver high-quality, compliant advice and support to clients. This is a fantastic opportunity to step into a role where your technical expertise and client focus will make a real impact. Benefits: Salary: Up to £38,000 (DOE) FULLY OFFICE BASED IN NEWCASTLE-UNDER-LYME Hybrid available but only in Warw click apply for full job details
Sep 09, 2025
Full time
Join a respected financial services firm as a Paraplanner, working closely with Financial Planners to deliver high-quality, compliant advice and support to clients. This is a fantastic opportunity to step into a role where your technical expertise and client focus will make a real impact. Benefits: Salary: Up to £38,000 (DOE) FULLY OFFICE BASED IN NEWCASTLE-UNDER-LYME Hybrid available but only in Warw click apply for full job details
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Sep 09, 2025
Full time
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Sep 09, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Exchange Street Executive Search
Bristol, Gloucestershire
Why do people move jobs? Well there are three main reasons. One, they aren't learning. And when you don't learn you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded/treated. Not problems you'll encounter at this business. You already know about pensions but this job will take that knowledge up several levels. You ll be responsible for guiding financial planners on all their pension queries. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client s problem. In short, you'll become the go-to person for everything pension related. An expert. As for progression, well, they've got that covered too. There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle. And as for fairness that's high up the agenda too. The role offers an attractive starting salary between £45,000 and £50,000 per annum. There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) It's not just pay either. They trust their staff. This is a hybrid role and you can apply to work remotely after 6 months (although this isn't guaranteed). And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. HERE'S WHAT YOU'LL NEED: You might already be a pension specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. - Ready to become an expert? Click apply. If you don't have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.
Sep 09, 2025
Full time
Why do people move jobs? Well there are three main reasons. One, they aren't learning. And when you don't learn you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded/treated. Not problems you'll encounter at this business. You already know about pensions but this job will take that knowledge up several levels. You ll be responsible for guiding financial planners on all their pension queries. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client s problem. In short, you'll become the go-to person for everything pension related. An expert. As for progression, well, they've got that covered too. There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle. And as for fairness that's high up the agenda too. The role offers an attractive starting salary between £45,000 and £50,000 per annum. There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) It's not just pay either. They trust their staff. This is a hybrid role and you can apply to work remotely after 6 months (although this isn't guaranteed). And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. HERE'S WHAT YOU'LL NEED: You might already be a pension specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. - Ready to become an expert? Click apply. If you don't have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.
