32 jobs found

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.

This Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality of work and leading from the front In addition, 40% of your role will be undertaking paraplanning duties of reviewing fact-finds, challenging the Financial Advisers where appropriate, undertaking research, tax calculations and illustrations. Plus, you would prepare draft suitability reports for approval by the Financial Advisor You and your team will regularly undertake holistic financial planning, therefore it is important you have a wide range of experience. Paraplanner Team Leader Requirements You must hold Level 4 Diploma in Financial Planning or equivalent You must have experience as a Paraplanner with a wide range of skills and knowledge You should have successfully mentored and developed individuals (ideally within Financial Services) The Company This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. Based in Farnborough, they have a relaxed working environment and offer a place of work where your career ambitions can be realised, proven by their existing team members success. Paraplanner Benefits Salary of 50,000 - 52,000 Hybrid working with level of office presence to be discussed at interview Plus, company benefits include 25 days holiday plus bank holidays, 6% employer and 3% employee pension contribution, 4x life assurance, PMI, income protection and critical illness plus many more! Regular charity initiatives, including 1-day annual allowance for charity work Locations Farnborough Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Paraplanner - Financial Services / Permanent Role / North Manchester - Ramsbottom / Salary 32,000 - £40,000 + Excellent Benefits / Award Winning Firm NC Associates are working in partnership with an award winning financial services organisation based in North Manchester to help support the growth within the business, My client is looking for an experienced Paraplanner who can help support the senior leadership team as well as other colleagues within the paraplanning team. Paraplanner Benefits Salary - £32,000 - £40,000 Dependent On Exp Holidays: 25 days with additional tiering on length of service Pension Scheme: 3% Employer and 4% Employee contributions Death in Service: 4 x salary Paraplanner Duties Obtaining information on a client s existing financial arrangements and conducting a gap analysis. Producing a strategy report and making high level recommendations in line with the clients objectives where required. Researching the market in line with guidelines from the Advisers, the client s circumstances and objectives for product and service solutions and preparing personalised high quality reports that are client to the client. Communication with the Adviser throughout this process is of paramount importance. Have a thorough understanding of the companies advice process, strategy and suitability letter format, pre-approval process and the regulatory requirements imposed by the FCA and be able to deliver against these in agreed timescales. Understand each client s circumstances, objectives, attitude to risk, capacity for loss, knowledge and experience and timescales to ensure advice is appropriate. Prepare analysis of client s existing portfolio. Conducting research and produce client facing strategy reports to facilitate business writing opportunities. Prepare research and quotations for client meetings. Deal with client and provider correspondence (as part of the research and reporting process). Follow the client services process to deliver a personalised and high quality service to Advisers. Prepare valuations and portfolio commentary for client meetings and updates. Liaise with colleagues and compliance to assist the approval and submission of compliant new business. Input client information onto the back office system and ensure all tasks are recorded and acted upon within the agreed timescales. Ensure client history is maintained. Understand workflow and be able to deliver and report against various tasks, ensuring all concerned parties can easily review case status. Work closely with other paraplanners within the business to share ideas and best practice, including assisting Manager with all aspects of a good customer experience and identify any improvements that can be made. Undertake any other duties commensurate with skills and experience. Participate in appropriate company and departmental training, competence and development initiatives. Paraplanner Experience Required Financial Services Market Demonstrates a deep understanding of the structure of the Financial Services market, including the role of the financial adviser, the paraplanner, product providers, support services & platforms Regulatory & Compliance Full understanding of the Financial Services regulatory framework, and the ethics and key principles of the advice process. Comprehensive knowledge of the systems and controls that are in place to protect the client and the company. Demonstrates full adherence to these systems and controls Products Demonstrates an in-depth understanding of both financial products & financial planning tools. Can analyse which type and features of the financial products are appropriate to the client s needs Quality service delivery Consistently develops and delivers excellent service to clients, colleagues & advisers, supporting the products & services provided and adhering to TCF principles at all times. Has excellent attention to detail & provides a quality assurance check Communication & relationships CDevelops effective and enduring relationships through appropriate verbal/written/IT skills. Relates well to all people, internally and externally. Can handle & resolve issues, diffusing situations comfortably using diplomacy and tact. All communication must be concise, clear, understandable, effective and constructive Team working & collaboration Understands their role within a team & the impact on others. Consistently endeavours to support colleagues & collaborate to achieve results Planning & prioritising Can plan & prioritise work effectively in order to deliver good outcomes for both the client & the company. Uses time well and stays focused to ensure work is completed; consistently meeting commitments and deadlines. Determines tasks and communicates realistic timescales Using systems & processes Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements. Embraces change and is proactive in suggesting methods and procedures to help improve processes and performance. What's on Offer? This is a really good opportunity to work with a long established and hugely successful organisation which is known to develop its staff while offering excellent salary and benefits packages. Please get in touch for immediate consideration by contacting Wayne Caunce at NC Associates - (phone number removed) We are committed to diversity and inclusion. We welcome all applicants of identity, personal characteristics, or background.

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.

SJP Financial Adviser North West (office twice a week, flexible) Up to £40,000 base + bonuses + benefits Are you Level 4 qualified and looking for the stability of an employed package with clear bonus potential? This role could suit a self-employed Adviser looking for security, or a Paraplanner/Wealth Manager ready for their next step into a ready-made client bank. We're working with a highly successful St. James's Place Partner Practice who are looking for an Employed Financial Adviser to join their team. You'll step into an established client bank (Apply online only) clients depending on experience), backed by a leading paraplanning/admin support team, and the reassurance of a salary - with scope to grow into self-employment in the future if that's your ambition. What's in it for you £40,000 basic salary (depending on experience) Quarterly bonus scheme - hit your quarterly threshold and everything you write above it pays out at 30% uncapped . So one strong quarter could easily mean several thousand extra in your pocket. Annual servicing bonus - review 95%+ of your clients across the year and you'll earn an additional 10% of those advice fees. Established client bank (Apply online only) clients to start with). Full paraplanning & admin support team. Flexibility to work from home, with 2 office days per week (Wrexham area). Long-term option to transition to self-employed with SJP if you wish. What we're looking for Level 4 Diploma in Regulated Financial Planning (or equivalent). Previous experience in client-facing financial advice. A strong relationship builder who can service and grow an existing client bank. Based along the M56 corridor (Chester, Manchester, Liverpool) and happy to travel to the office up to two times a week. Apply now or reach out directly for a confidential chat.

Job Title: Compliance Manager Location: Hybrid - East Midlands Salary: 35,000- 45,000, depending on experience Hours: Monday to Friday 9 am to 5.30 pm Benefits: 22 days annual leave plus bank holidays, increasing with service Buying/selling annual leave scheme of up to 5 days. Private Medical Insurance Permanent Health Insurance Enhanced sick pay Enhanced family leave Death in service Discounted wills and power of attorney Employer contribution of pension starting at 3%, increasing with service Half a day paid leave for volunteering and charitable activities Employee Assistance Programme Healthcare workplace app Team milestone awards, in accordance with length of service Online fitness programmes Study leave Fully supported qualifications, training and CPD EV salary sacrifice scheme Development programmes Cycle to work scheme About the position of Compliance Manager: We are recruiting a Compliance Specialist for a highly successful, highly respected accountancy firm with a well-established and rapidly growing financial services arm specialising in life, pensions, investments, and wealth management. This is an exceptional opportunity for paraplanners or financial planning professionals looking to transition into a dedicated compliance career, offering autonomy, career progression, and the chance to make a real impact. You will work closely with a small, supportive team alongside a Compliance Officer (one of the Directors) and the management team, taking responsibility for day-to-day file checks, competence assessments, training, and advisory support, with established policies and procedures already in place. The role combines independence with collaboration, giving you the scope to review, enhance, and implement compliance processes, while contributing to a culture of quality and excellence. With hybrid working, excellent career development opportunities, centralised monitoring of compliance activity, and a highly collaborative environment, this role offers the perfect balance of responsibility, professional growth, and work-life flexibility within a firm that truly invests in its people. Responsibilities for the role of Compliance Manager: Ensure the firm meets and exceeds regulatory compliance standards through regular file checks and audits. Maintain and update compliance policies, procedures, and best practices. Monitor and track adherence to file review feedback, driving timely completion of actions. Provide practical compliance guidance, technical updates, and support to advisers and paraplanners. Keep abreast of regulatory changes and advise management on implications for the business. Deliver engaging training sessions on compliance and regulatory matters. Onboard and certify new financial planners, supporting their competence development. Conduct regular competence assessments to maintain high standards across the team. Collaborate with the management team to enhance compliance processes and drive continuous improvement. Undertake other duties as required to support the growth and excellence of the firm. Experience and skills required for the role of Compliance Manager: Experience in a similar role within the financial services industry, ideally with exposure to life, pensions, investments, and wealth management. Strong communication, interpersonal, and presentational skills, with the ability to ask the right questions and build professional relationships. Excellent organisational, administrative, and time management abilities. Self-motivated and disciplined, capable of working independently or collaboratively within a team. Minimum of Diploma in Regulated Financial Planning (CII) or equivalent. Clean UK driving licence. Familiarity with FCA-regulated financial services and compliance requirements. Ability to deliver training, support, and guidance to advisers and paraplanners. For more information regarding the role of Compliance Manager, please contact us Stellar Select is acting as an employment agency and is a corporate member of the REC. Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.

Ouch. Glass ceilings hurt. You're ambitious and want to keep improving. But where you are there's no training, no advancement and no learning.You won't face those problems here. This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that. Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that's where you come in. When you join you'll have support whichever way you turn. You'll not only have a manager but you'll get a mentor and buddies from different teams. And if you see your future as a financial planner they can support that too. It will be in the medium term (3-4 years) but that will give you time to get Chartered and ramp up your technical skills. Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill. There are other nice touches too. Your voice will be heard. They've changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You're encouraged to challenge the advisers if you believe there's a better solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them.How many businesses offer that? The package is on the healthy side with a starting salary of up to £52,000. There's also:o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working dayso 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)o Employee recognition awardso New and improved programme for succession planning and supportive management structure to help you realise your potentialo Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED:You'll have 3-4 years of paraplanning experience and be level 4 qualified.You don't need to come from an IFA background and you don't need to be an expert in all areas of financial planning. You're joining a firm that's all about training and development - an expert you will become.IO experience would be good but is not a pre-requisite. -Learning and development, progression and an excellent package combined with agile working. What's not to like?Want to know more? Click apply and we will be in touch.Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you.Everyone will receive a response.

Ouch. Glass ceilings hurt. You're ambitious and want to keep improving. But where you are there's no training, no advancement and no learning.You won't face those problems here. This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that. Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that's where you come in. When you join you'll have support whichever way you turn. You'll not only have a manager but you'll get a mentor and buddies from different teams. And if you see your future as a financial planner they can support that too. It will be in the medium term (3-4 years) but that will give you time to get Chartered and ramp up your technical skills. Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill. There are other nice touches too. Your voice will be heard. They've changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You're encouraged to challenge the advisers if you believe there's a better solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them.How many businesses offer that? The package is on the healthy side with a starting salary of up to £52,000. There's also:o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working dayso 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)o Employee recognition awardso New and improved programme for succession planning and supportive management structure to help you realise your potentialo Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED:You'll have 3-4 years of paraplanning experience and be level 4 qualified.You don't need to come from an IFA background and you don't need to be an expert in all areas of financial planning. You're joining a firm that's all about training and development - an expert you will become.IO experience would be good but is not a pre-requisite. -Learning and development, progression and an excellent package combined with agile working. What's not to like?Want to know more? Click apply and we will be in touch.Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you.Everyone will receive a response.

Paraplanner Location: Gloucestershire Contract: Permanent Salary: 40,000 - 60,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Gloucestershire for a Paraplanner to join the team on a permanent basis. The postholder will provide various support functions for the Wealth Managers and Financial Advisors. The postholder will play a key role in preparing high-quality client reports, conducting technical research, and ensuring all recommendations are accurate, compliant, and aligned with client objectives. Candidate Criteria Previous experience of working within a Paraplanning role, ideally within a similar size IFA firm. Experience of supporting Financial Advisors and preparing the correct documentation for clients Strong IT skills, including experience with financial planning software Excellent report writing skills and attention to detail If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (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.

Paraplanning Manager Hybrid (Bromsgrove / Remote) £65,000 per annum About the Role My Client is looking for an experienced and motivated Paraplanning Manager to lead our paraplanning team and support the delivery of high-quality financial planning services. This is a hybrid role, offering the flexibility to work both from home and our Bromsgrove office. As Paraplanning Manager , you'll take responsibility for managing a team of paraplanners, overseeing suitability reports, and ensuring all advice meets regulatory requirements. This is a fantastic opportunity for a financial planning professional who wants to combine technical expertise with leadership and process improvement. Key Responsibilities Lead and manage a team of paraplanners, providing coaching, guidance, and performance management. Oversee the production of suitability reports and technical research. Ensure compliance with FCA regulations and company standards. Work closely with advisers to deliver excellent client outcomes. Review processes and introduce improvements to increase efficiency and accuracy. Provide technical expertise on complex financial planning cases. Support the training and professional development of paraplanners. About You Proven experience as a senior paraplanner or Paraplanning Manager . Strong technical knowledge across pensions, investments, protection, and holistic financial planning. Excellent leadership skills with the ability to motivate, coach, and develop a team. Level 4 Diploma in Regulated Financial Planning (or equivalent) required; Chartered status (or working towards) desirable. Highly organised with strong attention to detail. Effective communicator with advisers and support staff alike. What We Offer Competitive salary of £65,000 per annum Hybrid working (home and Bromsgrove office) A chance to shape and develop a growing paraplanning function Support with ongoing professional development and qualifications Collaborative and supportive working environment If you are an ambitious Paraplanning Manager who is passionate about leading a team and delivering excellent financial planning outcomes, we'd love to hear from you.

Our national Financial Planning client is now recruiting for several experienced Paraplanners to join their regional Newcastle offices. The business is going from strength to strength with rapid growth and acquisitional expansion with Private Equity backing. Our client is a well-known, award winning and trusted name, there has never been a better time to join them than now. Overview The national paraplanning team are responsible for the preparation and submission of advice pre-approval forms and suitability reports. You will be relied upon for technical guidance to the financial advisers to ensure clients receive excellent financial advice. What will your role entail? These newly created opportunities will see you working closely with the Paraplanning Team Leader, Adviser Support Managers and established teams of existing Paraplanners. Main duties: Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate Providing accurate, timely and compliant suitability reports Utilising all technology to produce accurate solutions for clients Carrying out relevant financial calculations on behalf of the advisers Proactive self-development and understanding industry changes Ensuring all advice documentation is compliant according to FCA guidelines and additional compliance requirements Effectively communicating at all times both internally and externally Working with the advisers to gather sufficient client information, including delegating appropriate information gathering tasks to the Client Administration Team Understand and apply all of the company s research systems Responsible for clear and concise instructions to Client Administration Team to ensure proposals and documentation is correctly completed What credentials will you have? Strong written and verbal communication skills Good organisation skills Confident using Microsoft Office products and the ability to learn new systems and processes Good working knowledge/experience of the financial services industry and suitability reports Comprehensive knowledge of a wide range of financial products and services. Ability to write bespoke pieces of advice for more complex cases where templates are not easily applied. Confident undertaking the research required to assess a piece of advice, including the preparation of tax calculations (e.g. capital gains tax, inheritance tax, chargeable events on life assurance products). Experience of working within defined service standards and procedures with a working knowledge of relevant regulatory requirements, particularly around suitability and delivery of advice Good track record in delivering customer satisfaction. Level 4 Diploma or very close to passing exams. Benefits of joining the business 28 days holiday plus Bank Holidays, Death in Service, Private Medical Insurance, Group Income Protection, Employee Assistance Program, Medicash, Pension, Discretionary, 10% company annual bonus, Progression, Hybrid/Work from home, full support for further professional qualifications, CPD. A very generous salary is being offered, company bonus, excellent benefits, new offices as well as a professional and encouraging working culture are all available with this national brand. Staff retention is second to none with our client and we have represented them for years with excellent success. Alongside their strategic growth and future recruitment the business will be highly attractive to all prospective candidates. Home/office hybrid working is also fully supported. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.