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.
RMK Talent Solutions is pleased to partner with a reputable Wealth Management company based in Edinburgh, Scotland, to source an experienced Paraplanner. This organisation specialises in delivering bespoke financial solutions to a diverse client portfolio. With a client-centric approach, they prioritise personalised service, professional integrity, and a collaborative working environment click apply for full job details
Sep 11, 2025
Full time
RMK Talent Solutions is pleased to partner with a reputable Wealth Management company based in Edinburgh, Scotland, to source an experienced Paraplanner. This organisation specialises in delivering bespoke financial solutions to a diverse client portfolio. With a client-centric approach, they prioritise personalised service, professional integrity, and a collaborative working environment click apply for full job details
Our client have an exciting new opportunity for a Pension Data Analyst to join their firm on a fully remote or hybrid working basis. The right candidate will be passionate about data, problem-solving, and delivering outstanding service to clients. So if you have a strong understanding of pensions and/or enjoy working with complex data sets then this role could be for you. What You'll Be Doing Collaborating with clients throughout the implementation process to understand their data, systems, and requirements Making informed recommendations on how to effectively implement our products and services Leading and managing complex or non-standard data-related implementation tasks Mentoring and supporting junior team members Translating client requirements into efficient, online pension administration solutions Conducting system demonstrations for clients Gathering and documenting scheme and product information Contributing to the development of our technology platforms by assisting with analysis, design, and specifications Performing system configuration and detailed data analysis Supporting project management by identifying and mitigating risks and issues What We're Looking For Solid knowledge of pension schemes, including DB, DC, CARE, and annuity arrangements Advanced Microsoft Excel skills Experience with data migration: including data analysis, mapping between pension systems, and configuration A track record of working on client-focused projects Excellent communication skills and a collaborative approach This is an excellent opportunity to join a well established firm in a role which offers the chance to become more specialist within a Data focused position where you will learn a set of skills which can shape your career and offer good prospects going forward. You will also be offered a good salary and benefits package as well as a bonus structure and exceptionally flexible working arrangements. Please quote 51591 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Sep 11, 2025
Full time
Our client have an exciting new opportunity for a Pension Data Analyst to join their firm on a fully remote or hybrid working basis. The right candidate will be passionate about data, problem-solving, and delivering outstanding service to clients. So if you have a strong understanding of pensions and/or enjoy working with complex data sets then this role could be for you. What You'll Be Doing Collaborating with clients throughout the implementation process to understand their data, systems, and requirements Making informed recommendations on how to effectively implement our products and services Leading and managing complex or non-standard data-related implementation tasks Mentoring and supporting junior team members Translating client requirements into efficient, online pension administration solutions Conducting system demonstrations for clients Gathering and documenting scheme and product information Contributing to the development of our technology platforms by assisting with analysis, design, and specifications Performing system configuration and detailed data analysis Supporting project management by identifying and mitigating risks and issues What We're Looking For Solid knowledge of pension schemes, including DB, DC, CARE, and annuity arrangements Advanced Microsoft Excel skills Experience with data migration: including data analysis, mapping between pension systems, and configuration A track record of working on client-focused projects Excellent communication skills and a collaborative approach This is an excellent opportunity to join a well established firm in a role which offers the chance to become more specialist within a Data focused position where you will learn a set of skills which can shape your career and offer good prospects going forward. You will also be offered a good salary and benefits package as well as a bonus structure and exceptionally flexible working arrangements. Please quote 51591 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
IFA Administrator Location: Liverpool Contract: Permanent, Full-Time Salary: 28,000 - 30,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of a well-established Financial Advisory firm in Liverpool for an IFA Administrator to join the team on a permanent basis. The postholder will provide a wide range of support to the advisors within the firm including direct support to advisors and high-level data input. Key Responsibilities Provide day-to-day administrative support to advisers and paraplanners. Manage client correspondence, including letters, emails, and telephone queries. Prepare and process new business applications and policy documentation. Maintain client records and update internal systems accurately. Liaise with product providers to obtain policy information, valuations, and updates. Assist with compliance checks and ensure regulatory requirements are met. Support the preparation of client review packs and reports. Candidate Criteria Previous experience in an IFA, wealth management or financial services environment Experience of preparing client documentation on behalf of Financial Advisors Strong administrative and organisational skills with excellent attention to detail Great communication skills with the ability to work well on own initiative as well as part of a team If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service 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 10, 2025
Full time
IFA Administrator Location: Liverpool Contract: Permanent, Full-Time Salary: 28,000 - 30,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of a well-established Financial Advisory firm in Liverpool for an IFA Administrator to join the team on a permanent basis. The postholder will provide a wide range of support to the advisors within the firm including direct support to advisors and high-level data input. Key Responsibilities Provide day-to-day administrative support to advisers and paraplanners. Manage client correspondence, including letters, emails, and telephone queries. Prepare and process new business applications and policy documentation. Maintain client records and update internal systems accurately. Liaise with product providers to obtain policy information, valuations, and updates. Assist with compliance checks and ensure regulatory requirements are met. Support the preparation of client review packs and reports. Candidate Criteria Previous experience in an IFA, wealth management or financial services environment Experience of preparing client documentation on behalf of Financial Advisors Strong administrative and organisational skills with excellent attention to detail Great communication skills with the ability to work well on own initiative as well as part of a team If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service 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.
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
About the Firm Blue Heron is a forward-thinking financial advisory firm that offers a comprehensive range of service to both individuals and corporate clients. We specialise in providing tailored financial strategies that help clients achieve their financial goals, whether that's wealth management, retirement planning, investment strategies or estate planning. At Blue Heron, you will be a part of a small but extremely successful team. Our culture is one of care, collaboration, and mutual support. We value every team member and are committed to your professional growth. We offer development opportunities that allow you to expand your skillset and advance your career within the financial services sector. About the Role As the Practice Manager, you will oversee the day-to-day operations of the firm, playing a crucial role in supporting both paraplanners and financial advisors. You will be integral to ensuring the smooth and efficient running of the business, from managing internal processes to enhancing the client experience. Your expertise will be key in delivering the high level of service our firm is known for. As the Practice Manager, you will play a pivotal role in ensuring the smooth operations of the business. The benefits Salary - up to £45,000 (dependent on experience) Bonus opportunities Pension Scheme Support with professional development 22 days holiday, plus bank holidays Hybrid working. You must be able to commute to our offices in Cannon Street London Your responsibilities will include: Day to day management of the team, which includes a paraplanner and two administrators. Providing operational and administrative support to the Practice Principal. Overseeing and coordinating recruitment efforts to support a team of financial advisors. Managing and nurturing internal and external relationships. Organising and streamlining office operations for maximum efficiency. Supporting the planning and execution of company events. What will you need to succeed? Experience in Paraplanning. Diploma in Financial Planning. A strong understanding of financial services, including the advice process and regulatory requirements. Knowledge of business and management principles. Expertise in administrative management practices and procedures. If you're ready to take on a key leadership role and contribute to the success of a thriving financial firm, we'd love to hear from you. Blue Heron is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
Sep 10, 2025
Full time
About the Firm Blue Heron is a forward-thinking financial advisory firm that offers a comprehensive range of service to both individuals and corporate clients. We specialise in providing tailored financial strategies that help clients achieve their financial goals, whether that's wealth management, retirement planning, investment strategies or estate planning. At Blue Heron, you will be a part of a small but extremely successful team. Our culture is one of care, collaboration, and mutual support. We value every team member and are committed to your professional growth. We offer development opportunities that allow you to expand your skillset and advance your career within the financial services sector. About the Role As the Practice Manager, you will oversee the day-to-day operations of the firm, playing a crucial role in supporting both paraplanners and financial advisors. You will be integral to ensuring the smooth and efficient running of the business, from managing internal processes to enhancing the client experience. Your expertise will be key in delivering the high level of service our firm is known for. As the Practice Manager, you will play a pivotal role in ensuring the smooth operations of the business. The benefits Salary - up to £45,000 (dependent on experience) Bonus opportunities Pension Scheme Support with professional development 22 days holiday, plus bank holidays Hybrid working. You must be able to commute to our offices in Cannon Street London Your responsibilities will include: Day to day management of the team, which includes a paraplanner and two administrators. Providing operational and administrative support to the Practice Principal. Overseeing and coordinating recruitment efforts to support a team of financial advisors. Managing and nurturing internal and external relationships. Organising and streamlining office operations for maximum efficiency. Supporting the planning and execution of company events. What will you need to succeed? Experience in Paraplanning. Diploma in Financial Planning. A strong understanding of financial services, including the advice process and regulatory requirements. Knowledge of business and management principles. Expertise in administrative management practices and procedures. If you're ready to take on a key leadership role and contribute to the success of a thriving financial firm, we'd love to hear from you. Blue Heron is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
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.
We are working with a well-established financial planning firm that is looking to appoint an experienced IFA Administrator. This is an excellent opportunity to join a professional yet down-to-earth team where you'll be supporting advisers and paraplanners, ensuring clients receive the highest levels of service. The role will suit someone with financial services administration experience, ideally within an IFA, wealth management, or financial planning environment, who is looking to continue building their career in this sector. Key Responsibilities: Provide comprehensive administrative support to a team of financial advisers and paraplanners Prepare, process, and monitor new business applications across pensions, investments, and protection products Handle letters of authority and liaise with providers to obtain policy information Maintain accurate and up-to-date client records on back-office systems (e.g. Intelligent Office or similar) Prepare client review packs, reports, and supporting documentation for meetings Act as a point of contact for client queries, delivering excellent service at all times Ensure all work is compliant with FCA regulations and company policies Assist with general office administration and contribute to team efficiency Key Skills & Experience Previous experience in an IFA, financial planning, or wealth management administration role is essential Knowledge of pensions, investments, and protection products is highly desirable Strong organisational skills with excellent attention to detail Confident communicator, both written and verbal, with clients, providers, and colleagues Competent IT user, ideally with experience using Intelligent Office (or other financial planning back-office systems) Able to prioritise workload and work to deadlines in a busy environment Progress towards financial planning qualifications (e.g. Diploma in Regulated Financial Planning, CII exams) would be advantageous but is not essential 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 10, 2025
Full time
We are working with a well-established financial planning firm that is looking to appoint an experienced IFA Administrator. This is an excellent opportunity to join a professional yet down-to-earth team where you'll be supporting advisers and paraplanners, ensuring clients receive the highest levels of service. The role will suit someone with financial services administration experience, ideally within an IFA, wealth management, or financial planning environment, who is looking to continue building their career in this sector. Key Responsibilities: Provide comprehensive administrative support to a team of financial advisers and paraplanners Prepare, process, and monitor new business applications across pensions, investments, and protection products Handle letters of authority and liaise with providers to obtain policy information Maintain accurate and up-to-date client records on back-office systems (e.g. Intelligent Office or similar) Prepare client review packs, reports, and supporting documentation for meetings Act as a point of contact for client queries, delivering excellent service at all times Ensure all work is compliant with FCA regulations and company policies Assist with general office administration and contribute to team efficiency Key Skills & Experience Previous experience in an IFA, financial planning, or wealth management administration role is essential Knowledge of pensions, investments, and protection products is highly desirable Strong organisational skills with excellent attention to detail Confident communicator, both written and verbal, with clients, providers, and colleagues Competent IT user, ideally with experience using Intelligent Office (or other financial planning back-office systems) Able to prioritise workload and work to deadlines in a busy environment Progress towards financial planning qualifications (e.g. Diploma in Regulated Financial Planning, CII exams) would be advantageous but is not essential 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.
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
Employed Financial Adviser - Trainee/Junior Manchester £30k-£40k base + bonuses Flexible working Leads provided This is the kind of role that gives you the best of both worlds: the stability of an employed contract plus training and the upside of serious bonus potential. Previous joiners are already hitting six-figure earnings. Whether you're a Paraplanner, Banker, Associate Adviser or someone who's already advising - if you've got your Level 4, this firm will back you to build a successful career. What you'll get: £30k-£40k base salary depending on experience Leads provided (12-16 per month) so you're not starting from scratch Just 1-2 self-generated leads per month expected Bonus structure that scales fast: 40% over £65k initial 50% over £85k initial 60% over £100k initial Hybrid working - no office requirement if you're out with clients Academy training + mentoring to sharpen your skills and get you to the next level A genuine career path (including routes into self-employed if you want it later) What the role looks like: You'll be building client relationships, delivering tailored advice, and helping people plan across pensions, investments, protection, and more. The firm will give you the platform, support, and leads to succeed - but you'll also bring your own entrepreneurial spark to keep growing. What we're looking for: Level 4 qualified (essential - CII/CISI) Some experience in advice, paraplanning, sales, banking or business development Confident communicator who can build trust quickly Self-starter who wants to push their career forward If you want a role that gives you stability, support, and the chance to scale into six-figures, this could be it. Let's have a confidential chat.
Sep 10, 2025
Full time
Employed Financial Adviser - Trainee/Junior Manchester £30k-£40k base + bonuses Flexible working Leads provided This is the kind of role that gives you the best of both worlds: the stability of an employed contract plus training and the upside of serious bonus potential. Previous joiners are already hitting six-figure earnings. Whether you're a Paraplanner, Banker, Associate Adviser or someone who's already advising - if you've got your Level 4, this firm will back you to build a successful career. What you'll get: £30k-£40k base salary depending on experience Leads provided (12-16 per month) so you're not starting from scratch Just 1-2 self-generated leads per month expected Bonus structure that scales fast: 40% over £65k initial 50% over £85k initial 60% over £100k initial Hybrid working - no office requirement if you're out with clients Academy training + mentoring to sharpen your skills and get you to the next level A genuine career path (including routes into self-employed if you want it later) What the role looks like: You'll be building client relationships, delivering tailored advice, and helping people plan across pensions, investments, protection, and more. The firm will give you the platform, support, and leads to succeed - but you'll also bring your own entrepreneurial spark to keep growing. What we're looking for: Level 4 qualified (essential - CII/CISI) Some experience in advice, paraplanning, sales, banking or business development Confident communicator who can build trust quickly Self-starter who wants to push their career forward If you want a role that gives you stability, support, and the chance to scale into six-figures, this could be it. Let's have a confidential chat.
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.
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 The City of London.This is a great fun, 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 Mortgage Brokers 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 1 qualified highly desired Up to £35k Basic Excellent Bonus Benefits (Dependent on experience)
Sep 10, 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 The City of London.This is a great fun, 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 Mortgage Brokers 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 1 qualified highly desired Up to £35k Basic Excellent Bonus Benefits (Dependent on experience)
Job Title: Trainee Independent Financial Adviser Location: North Yorkshire £38,000 to £42,000 Basic Are you looking for progression into becoming a Financial Adviser, if so I have the perfect opportunity for you with an expanding Financial Planning practice in North Yorkshire, who are looking to recruit a Financial Services individual who can join the business and undergo training within a supportive team, with clients available to service once you are signed off as CAS. To be considered for this role, you must: Level 4 Diploma-qualified (or close to). Experience of working within the financial services industry, ideally as a paraplanner. The ability to develop professional connections and generate new business. To apply: Please send your application to .co.uk or call .
Sep 10, 2025
Full time
Job Title: Trainee Independent Financial Adviser Location: North Yorkshire £38,000 to £42,000 Basic Are you looking for progression into becoming a Financial Adviser, if so I have the perfect opportunity for you with an expanding Financial Planning practice in North Yorkshire, who are looking to recruit a Financial Services individual who can join the business and undergo training within a supportive team, with clients available to service once you are signed off as CAS. To be considered for this role, you must: Level 4 Diploma-qualified (or close to). Experience of working within the financial services industry, ideally as a paraplanner. The ability to develop professional connections and generate new business. To apply: Please send your application to .co.uk or call .
Taylor James Professional Recruitment
Warrington, Cheshire
Our client, a prestigious firm of financial planners in Warrington are looking to appoint a Trainee Paraplanner. Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge. Subject to the individuals level of experience/capabilities, duties and responsibilities may include: Working closely alongside the Advisers and senior Paraplanners Attending client meetings Preparing basic suitability reports Research & analysis of financial products to meet client requirements Preparing recommendations & implementing client recommendations Administrative duties The Person: IFA administration experience (essential) Working towards L4 diploma (desirable) Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products In return this opportunity offers a very competitive basic salary along with an extensive benefits package To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn
Sep 10, 2025
Full time
Our client, a prestigious firm of financial planners in Warrington are looking to appoint a Trainee Paraplanner. Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge. Subject to the individuals level of experience/capabilities, duties and responsibilities may include: Working closely alongside the Advisers and senior Paraplanners Attending client meetings Preparing basic suitability reports Research & analysis of financial products to meet client requirements Preparing recommendations & implementing client recommendations Administrative duties The Person: IFA administration experience (essential) Working towards L4 diploma (desirable) Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products In return this opportunity offers a very competitive basic salary along with an extensive benefits package To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn
Taylor James Professional Recruitment
Manchester, Lancashire
Our Manchester based award winning client are exclusively working with Taylor James to to appoint an IFA Administrator to join their team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Processing new business applications across the key financial products Submitting transaction & trade requests including fund switches on and off platform Obtaining illustrations & product literature Acquiring client portfolio valuations Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners & clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the Client's financial situation The candidate: IFA/ financial planning administration experience ( essential ) Experience of using Intelligent Office ( desirable ) knowledge of provider platforms Highly organised What's on offer: Starting basic salary of up to £33,000 bonus Home working 25 days holiday Full study support inclusive of training courses Structured career progression DIS Please contact submit the latest version of your CV to be considered for this opportunity.
Sep 10, 2025
Full time
Our Manchester based award winning client are exclusively working with Taylor James to to appoint an IFA Administrator to join their team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Processing new business applications across the key financial products Submitting transaction & trade requests including fund switches on and off platform Obtaining illustrations & product literature Acquiring client portfolio valuations Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners & clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the Client's financial situation The candidate: IFA/ financial planning administration experience ( essential ) Experience of using Intelligent Office ( desirable ) knowledge of provider platforms Highly organised What's on offer: Starting basic salary of up to £33,000 bonus Home working 25 days holiday Full study support inclusive of training courses Structured career progression DIS Please contact submit the latest version of your CV to be considered for this opportunity.
Up to £60,000 (DOE) Full Time Office-based, Cirencester Whats in it for you Competitive salary 8% pension Flexible working Career development High-net-worth clients Supportive team culture Quality client work Office-based stability Modern systems About the Role We are seeking a qualified and experienced Paraplanner to join our client's established wealth management firm in Cirencester click apply for full job details
Sep 10, 2025
Full time
Up to £60,000 (DOE) Full Time Office-based, Cirencester Whats in it for you Competitive salary 8% pension Flexible working Career development High-net-worth clients Supportive team culture Quality client work Office-based stability Modern systems About the Role We are seeking a qualified and experienced Paraplanner to join our client's established wealth management firm in Cirencester click apply for full job details
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
