Experienced Paraplanner Location: Worthing Salary: Up to £47,500 per annum Start Date: April 2026 I am seeking an experienced, Level 4 Diploma-qualified Paraplanner to join a well-established financial services firm. This is an exciting opportunity to work closely with Financial Advisers and Sales Support teams, providing high-quality technical support and contributing to the delivery of comprehensive wealth management solutions. Key Responsibilities Prepare and maintain client files Draft and implement recommendations Ensure compliance documentation is complete Conduct due diligence for investment committee Provide technical support to advisers Write client-focused reports Research and review market products Coach team members and support new starters Assist the Paraplanning Line Manager with ad hoc tasks Ideal Candidate Minimum 3 years' experience in a paraplanning role, including Annual Reviews and Recommendation Reports Proficient in Intelligent...

Job Title: Paraplanner Industry: Financial Planning Location: Nottingham (Hybrid working) Salary: up to £65,000 (higher salary negotiable dependent on qualifications and experience) Job Reference: 10233 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm in Nottingham. Join a supportive, close-knit team and gain hands-on experience in the financial planning profession. You will work closely with the Managing Director of another firm, learning directly from their experience while attending client meetings both in person and online to see financial planning in action. Alongside providing technical support, you will gradually build your confidence in client-facing responsibilities and develop a strong understanding of the financial planning market and regulatory environment. With dedicated administrative support in place, you can focus on learning, developing your expertise, and working with...

Are you a highly experienced Paraplanner ready to take the next step into leadership?This is an exciting opportunity to join a fast-growing, independent financial advice and fund management group with a strong national presence and an inclusive, collaborative culture. You'll be joining a well-established investment and pensions advisory business with an excellent reputation for serving ultra-high-net-worth clients and business owners. What You'll Do Prepare high-quality, compliant financial planning reports. Conduct detailed product, fund, and market research. Collaborate with advisers to deliver bespoke, client-focused solutions. Manage, train, and mentor a local technical team. Contribute to continuous process and reporting improvements. What We're Looking For QCF Level 4 qualified (support provided to Level 6 / Chartered). Strong technical expertise across pensions, investments, estate & tax planning. Intelliflo (Intelligent Office) experience essential....

An established and highly regarded independent financial planning firm, is looking to appoint an experienced Paraplanner to join its growing team based on the outskirts of Redditch.This business prides itself on delivering truly independent advice, offering clients access to the whole of the market and building long term, trusted relationships. You will be joining a collaborative, supportive environment where quality of advice and client service genuinely come first. The Role Reporting to the Paraplanning Team Supervisor, you will provide high level technical support to advisers and play a key role in delivering clear, compliant and client focused advice.Your responsibilities will include: Writing multi pension and investment suitability reports Preparing protection, tax planning and annual review reports Identifying missing KYC information and liaising with advisers and support staff to obtain it Preparing documentation for client sign off Recording client communications...

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.The office is based in Leeds and would only require 2 days per week in the office.The business is looking for an individual that ideally holds their level 4 diploma and has at least 3 years plus experience as a Paraplanner as you will be supporting experienced Financial Planners and assisting them with a range of cases. Your role will include but will not be limited to: To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriate Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance Provide research and analysis of investment funds and financial products, whilst considering the client objectives Conduct fund research Prepare financial...

Our client, a well-established national wealth management and financial planning firm, is seeking an experienced Paraplanner to join their growing Scottish team. The Role Supporting Financial Advisers, you will be responsible for research, report writing and ensuring high-quality, compliant client outcomes. Key Responsibilities Research and analyse suitable financial planning solutions Prepare suitability reports using Genovo Produce illustrations and supporting documentation Assist with implementation of recommendations and trades Maintain accurate client files and upload compliance documents Prepare valuations and cashflow modelling (annual reviews) Support FCA ongoing suitability requirements Attend client meetings where required Requirements Minimum level 4 diploma in Regulated Financial Planning Working towards level 6/Chartered (desirable) Experience with Voyant, FE Analytics and a CRM system (e.g. Xplan) What's on Offer Competitive salary...

An exciting opportunity for an Wealth Paraplanner to join a well-known IFA Practice in Edinburgh.You will support Wealth Managers by producing high-quality financial plans, suitability reports, and recommendations across investments, pensions, protection, and tax planning. The role offers exposure to complex client cases, close collaboration with advisers, and the opportunity to support and mentor junior team members. Key Responsibilities Prepare detailed financial plans and suitability reports Support client review and new client meetings Research and analyse investments, pensions, protection, and tax strategies Review portfolios to ensure alignment with objectives, risk, and compliance Liaise with advisers, administrators, and providers to implement advice Maintain accurate client records and contribute to advice process improvements About You CII Level 4 Diploma (minimum); Level 6 study desirable Proven paraplanning experience within IFA/wealth management Strong...

A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving team in Stirling. They are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow.I am looking for a candidates with previous technical experience in a Paraplanner role. Ideally you will come from an independent firm of Financial Advisers, although those with restricted backgrounds will also be considered.You should be Diploma qualified, or working towards this qualification and have excellent communication skills as you may be dealing directly with clients.Your main role will involve research and report writing and as such all candidates must be competent suitability report writers and must have experience of writing varied reports on different products and services.If this opportunity sounds like it could be of interest then please click apply and we will be in touch if your application is successful. Visit the IDEX Consulting Ltd...

An exciting opportunity has arisen for an experienced IFA Administrator/Paraplanner to join a well-established and respected IFA practice in Edinburgh.The Role: We are seeking an experienced IFA Administrator / Paraplanner to support the practice's Financial Planners. You will: Conduct research and obtain illustrations Use analytical software for financial planning Prepare client suitability letters and financial reports Ensure recommendations are implemented accurately Check trades on investment platforms Oversee annual reviews and maintain client liaison Requirements: Level 4 Diploma qualified, or close to completion Proven experience in a paraplanning or IFA administration role Strong attention to detail and organisational skills What's on Offer: Competitive salary of £35,000 Opportunity to work in a well-run, client-focused business This is an excellent opportunity to progress your career in paraplanning with a reputable firm Visit the IDEX...

My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting advisers and clients. The company offers hybrid working and full exam support.As a Paraplanner you'll be at the heart of our client service delivery. You'll work closely with our advisers to help business owners, professionals, and retirees navigate their financial futures. The Role To work as part of the Wealth Management team providing an excellent service to their clients Support our advisers in helping clients, many of whom are business owner managers, professionals and retired people, in all aspects of wealth management - planning, tax mitigation, investment strategy and asset protection Specific functions include researching products, funds and solutions, preparing reports for client meetings, highlight areas requiring attention,...

We are recruiting for a Senior Paraplanner to join our established Technical Research team. You will be responsible for ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits. As our Senior Paraplanner, you will typically: Participate in and deliver comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools Prepare financial planning reports across a wide range of advice types, financial products and investment solutions, including those of a more complex nature Work with Advisers to ensure the correct client outcome is achieved, whilst ensuring Advisers are kept up to date with case progression and escalate issues where necessary Ensure back-office systems are up to date with client information, provider contacts, case...

Senior Paraplanner, Birmingham, £50,000+ (DOE) - This is an excellent opportunity for a technically strong professional who enjoys working closely with advisers, improving processes, and supporting the development of others. JOB REF: 3022.THE ROLE:• You will play a pivotal role in delivering high-quality advice support, ensuring regulatory excellence, and helping to drive the continued growth and professionalism of the paraplanning function.• Supporting pension, retirement, and tax planning calculations• Working closely with compliance to ensure advice meets FCA and internal standards• Producing high-quality, compliant suitability reports and technical documentation• Building and maintaining cashflow models• You will also be responsible for mentoring and guiding paraplanners and junior team membersSKILLS REQUIRED:• You will already be operating at a senior paraplanner level and comfortable taking ownership of complex technical work.• Applicants are sought from Paraplanners with a...

A leading financial advisory firm is seeking a Paraplanning Manager to oversee and develop a team of around 7 Paraplanners. This is a key leadership role for someone with proven experience managing Paraplanning teams in a high-performing environment. Key Responsibilities Lead and Develop Your Team: Mentor and support Paraplanners at all levels, from trainees to experienced staff, fostering technical expertise, quality standards, and professional growth. Drive Performance & Quality: Maintain departmental targets and high standards, implementing spot checks and taking proactive action to resolve performance issues. Innovate & Improve Processes: Identify efficiencies, implement improvements, and introduce innovations that support the team's productivity. Oversee Operations: Manage daily workflow, staffing, and project coverage, ensuring SLAs are met even during peak periods. Candidate Requirements Experience in financial services with strong technical...

Do you have your diploma in financial services (level 4) and want to become a Financial Adviser?I have a position available for an enthusiastic qualified individual who will be put through an extensive training programme to become a Financial Adviser with a well known national firm.You will work mostly remote but ideally will be in the proximity of Glasgow for team meetings.As well as your full training, you will be given the clients to look after.You may have sat your diploma but you might not have practical experience OR if you are an Administrator or Paraplanner (still with full diploma) this is the perfect opportunity for you to become an Adviser quickly.You will be sponsored for CAS status.A really exciting opportunity for people wanting to break into advice. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how...

Fed up of no progress and poor pay? Not problems you'll encounter at this business. Here they have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. The role offers an attractive starting salary and there's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) How many firms can match that? And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community....

Fed up of no progress and poor pay? Not problems you'll encounter at this business. Here they have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. The role offers an attractive starting salary and there's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) How many firms can match that? And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community....

Salary to £65,000 depending on experience, plus bonus, plus excellent holidays, top pension scheme, PHI, PMI Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?Idex consulting are looking for people who are passionate about great client service to join this National Advisory Firm and one of the largest Investment companies in the world.If you would like a role whose advice you can deliver remotely and which comes with an excellent salary and some of the best benefits in the market we want to hear from you.The role: The Financial Adviser helps to execute the delivery of the Regional Business plan through great financial planning and service to clients whilst adhering to the relevant regulatory and governance requirements and giving due consideration to internal and external business risks. You will undertake broad financial planning...

The Role: I am recruiting a Trainee Financial Adviser on behalf of Philip James Independent Financial Advice, a highly regarded IFA, based in Burford, Oxfordshire (OX18). The Opportunity: Working closely with the Director and Principal Adviser, this role provides an exceptional opportunity to learn to become a trusted independent financial adviser . You will attend client meetings from the outset (both on-line and face-to-face), taking notes and following up on action points arising. The work is generally not technically complex and paraplanning is straightforward (average clients have £250k assets under management) but exceptional client relationship management skills are key, with the ability to listen, build trust and deliver an exceptional service. You will receive the support required to become Diploma qualified (if you are not already) and, as your skills and experience develop, the opportunity to become a Chartered Financial Adviser. We expect the successful Trainee...

A well-established Chartered independent wealth management firm is looking to appoint an experienced Financial Adviser to join its Bristol team. This is a fantastic opportunity for a qualified Adviser who enjoys delivering truly holistic financial planning and wants to be part of a collaborative, forward-thinking business. You'll manage existing client relationships, conduct annual reviews, identify new opportunities, and contribute to new business growth - including opportunities arising from acquisitions. You'll be supported by Paraplanners, administrators, compliance and investment specialists, allowing you to focus on high-quality advice and client outcomes. The firm was listed among the Citywire New Model Adviser Top 100 UK firms acknowledging its client-focused ethos and professional standing in the UK financial planning sector. What They're Looking For Level 4 Diploma (ideally working towards Chartered) CAS + current SPS Strong experience delivering holistic...

An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Warwick. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients. Key Responsibilities: Processing new business applications across various providers and platforms Preparing valuation reports and performance documentation ahead of client reviews Producing review checklists and coordinating documentation for adviser meetings Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports Running risk profiler results and supporting fund research using FE Analytics Assisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirements Processing fund switches directly with providers or via...