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
Exchange Street Claims & Financial Services
Sale, Cheshire
You want to be a financial planner - but not yet. For now you want to pass more exams, learn more and be, well, more "ready". But at the same time you don't want to drift. You want a plan, a strategy. For a company to tell you how your career will develop with them and when you'll be a financial planner. Vague promises won't do.If your current firm can't do that, this one can.At this Chartered IFA business you'll start as an administrator. But you'll develop into a paraplanner (or Client Manager is a more accurate term given the client interaction you'll have). And if you want to be a planner they can make that happen in roughly five years time. And they can deliver on this because they've already done so with four other people before you. All joined to provide support to the planning team but all three are now at varying stages of their advice career. To start with you'll work with senior planners who will help unlock your potential whilst you support them day to day. In the medium term you'll spend more and more time with clients, attending every meeting with your planner. And all the while, the focus will also be on developing your soft skills so that you can become an adviser. Alongside being acquisitive, this firm are growing organically at 20% a year anyway. So whilst advice won't happen in the short-term, the resources to do it well and successfully will be in place once you're ready. Starting salary will depend on the individual and be up to c£28,000. Alongside that your pay will be under review - as you develop your career so your salary will increase. Plus there's a bonus scheme and benefits package. The firm also operates flexi-working Monday-Thursday 8am-5pm or 9am-6pm with a half day finish on Friday (1pm). It's not quite a 4 day week but it certainly extends your weekend. This is a vibrant financial planning firm with a leadership team much younger than most firms in the profession. So your energy and ambition will be welcomed, not stifled. HERE'S WHAT YOU'LL NEED:You'll have admin experience in a financial planning firm as an administrator. You'll be an energetic team player. Someone who values collaboration and learning from others. You will see the benefit of being in the office, learning from others. You don't need to have started your level 4 studies. But you'll want to secure your diploma with the firm's support. -Need more than vague assurances? Click apply. If you don't have an up to date CV don't worry about that, we can sort that later.Everyone will get a response.
Sep 08, 2025
Full time
You want to be a financial planner - but not yet. For now you want to pass more exams, learn more and be, well, more "ready". But at the same time you don't want to drift. You want a plan, a strategy. For a company to tell you how your career will develop with them and when you'll be a financial planner. Vague promises won't do.If your current firm can't do that, this one can.At this Chartered IFA business you'll start as an administrator. But you'll develop into a paraplanner (or Client Manager is a more accurate term given the client interaction you'll have). And if you want to be a planner they can make that happen in roughly five years time. And they can deliver on this because they've already done so with four other people before you. All joined to provide support to the planning team but all three are now at varying stages of their advice career. To start with you'll work with senior planners who will help unlock your potential whilst you support them day to day. In the medium term you'll spend more and more time with clients, attending every meeting with your planner. And all the while, the focus will also be on developing your soft skills so that you can become an adviser. Alongside being acquisitive, this firm are growing organically at 20% a year anyway. So whilst advice won't happen in the short-term, the resources to do it well and successfully will be in place once you're ready. Starting salary will depend on the individual and be up to c£28,000. Alongside that your pay will be under review - as you develop your career so your salary will increase. Plus there's a bonus scheme and benefits package. The firm also operates flexi-working Monday-Thursday 8am-5pm or 9am-6pm with a half day finish on Friday (1pm). It's not quite a 4 day week but it certainly extends your weekend. This is a vibrant financial planning firm with a leadership team much younger than most firms in the profession. So your energy and ambition will be welcomed, not stifled. HERE'S WHAT YOU'LL NEED:You'll have admin experience in a financial planning firm as an administrator. You'll be an energetic team player. Someone who values collaboration and learning from others. You will see the benefit of being in the office, learning from others. You don't need to have started your level 4 studies. But you'll want to secure your diploma with the firm's support. -Need more than vague assurances? Click apply. If you don't have an up to date CV don't worry about that, we can sort that later.Everyone will get a response.
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
Sep 08, 2025
Full time
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
Join Our Clients Established Team as an IFA Administrator - Edinburgh Structured Career Path to Trainee/Paraplanner - Supportive Team Environment - Professional Development Are you an experienced IFA Administrator ready to take the next step in your financial services career? We're looking for a proactive and detail-oriented individual to join our clients dynamic Edinburgh office, where you'll play a key role in supporting Financial Advisers and Office Manager - and begin your journey towards becoming a Paraplanner. What You'll Be Doing: Preparing client illustrations and paperwork Processing new business applications (paper & online) Managing fund switches and rebalances Sending and chasing Letters of Authority Formatting suitability reports and pension research Issuing policy documentation and valuations Supporting bereaved families with sensitive documentation Maintaining accurate client records in our back-office system Assisting with training of new team members Ensuring FCA and company compliance Handling client and provider communications General office duties and ad hoc research tasks What We're Looking For: Previous experience working in a Financial Adviser environment is essential Strong IT skills: Microsoft Word, Excel, Outlook, Internet Explorer Experience with platforms and provider websites Knowledge of Intelligent Office Excellent communication and interpersonal skills Detail-oriented, organised, and deadline-driven A team player with a passion for learning and development Why Join Our Clients Team? Competitive Salary and benefits package Clear development path to Paraplanner role Supportive and collaborative team culture Opportunity to work closely with experienced professionals Ongoing training and mentoring Central Edinburgh location Ready to grow your career in financial services? Apply now and take the first step toward becoming a Paraplanner in a company that invests in your future. For a confidential chat, please reach out to Pauline Low at Reed on or via LinkedIn
Sep 08, 2025
Full time
Join Our Clients Established Team as an IFA Administrator - Edinburgh Structured Career Path to Trainee/Paraplanner - Supportive Team Environment - Professional Development Are you an experienced IFA Administrator ready to take the next step in your financial services career? We're looking for a proactive and detail-oriented individual to join our clients dynamic Edinburgh office, where you'll play a key role in supporting Financial Advisers and Office Manager - and begin your journey towards becoming a Paraplanner. What You'll Be Doing: Preparing client illustrations and paperwork Processing new business applications (paper & online) Managing fund switches and rebalances Sending and chasing Letters of Authority Formatting suitability reports and pension research Issuing policy documentation and valuations Supporting bereaved families with sensitive documentation Maintaining accurate client records in our back-office system Assisting with training of new team members Ensuring FCA and company compliance Handling client and provider communications General office duties and ad hoc research tasks What We're Looking For: Previous experience working in a Financial Adviser environment is essential Strong IT skills: Microsoft Word, Excel, Outlook, Internet Explorer Experience with platforms and provider websites Knowledge of Intelligent Office Excellent communication and interpersonal skills Detail-oriented, organised, and deadline-driven A team player with a passion for learning and development Why Join Our Clients Team? Competitive Salary and benefits package Clear development path to Paraplanner role Supportive and collaborative team culture Opportunity to work closely with experienced professionals Ongoing training and mentoring Central Edinburgh location Ready to grow your career in financial services? Apply now and take the first step toward becoming a Paraplanner in a company that invests in your future. For a confidential chat, please reach out to Pauline Low at Reed on or via LinkedIn
