We are partnering with a well-established IFA firm based in Nottingham that is seeking an ambitious and experienced Paraplanner to join their growing team. This is a genuinely exciting opportunity for a motivated individual who is looking to take the next step in their career, with a clear pathway to progress into a Financial Planner role in the future. This is a key role within the business supporting the Managing Director directly. Key responsibilities: You will provide technical and research support across the full client journey, helping to shape high quality, tailored advice Produce clear, compliant and technically accurate suitability reports Build detailed cashflow models and planning scenarios Carry out research to support client recommendations Prepare client review packs, presentations and post meeting documentation Work closely with the Managing Director on complex client cases Attend client meetings where required and support follow up activity Ensure all...

Due to a recent acquisition, my client is seeking a Paraplanner to join their offices based in York. You'll be joining a well-established group that is going from strength to strength with presence across the UK. This role will suit either an experienced Paraplanner or somebody who is perhaps working as a technical administrator/junior Paraplanner and looking to progress their career. The business has devised a development plan and, should this be your aspiration, offers a clear and realistic route to develop yourself into a Financial Advisor. 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 Studying towards or achieved Level 4 Diploma status Strong technical expertise across pensions,...

Paraplanner - London (Office Based) Location: London Salary: £40,000-£50,000 (confidential) Job Types: Full-time, Permanent Job ID: 10241 About the Role: A well-established financial planning practice in London is seeking a technically strong Paraplanner to support advisers with research, analysis, and compliant report writing. You will join a professional team focused on high-quality advice delivery and excellent client outcomes. Your role will include, but not be limited to: Conduct fact-finding and analyse client information, including objectives and risk profiles Research and compare financial products across pensions, investments, and protection Build cashflow models and retirement forecasts using Voyant or CashCalc Draft suitability letters and technical reports in line with FCA guidance Prepare illustrations, provider packs, and key documents Support advisers in client review meetings Liaise with compliance to ensure all files are audit-ready...

Paraplanner - St Albans (Office-Based) Location: St Albans, Office-Based Job Types: Full-time, Permanent Job ID: 10240 About the Role: A well-established financial planning practice in St Albans is seeking a technically strong Paraplanner to support advisers with research, analysis, and compliant report writing. You will join a professional team focused on high-quality advice delivery and excellent client outcomes. Your role will include, but not be limited to: Conduct fact-finding and analyse client information, including objectives and risk profiles Research and compare financial products across pensions, investments, and protection Build cashflow models and retirement forecasts using Voyant or CashCalc Draft suitability letters and technical reports in line with FCA guidance Prepare illustrations, provider packs, and key documents Support advisers in client review meetings Liaise with compliance to ensure all files are audit-ready Manage case...

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...

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...

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...

Fed up of that trip into the office? Not a problem you'll encounter at this business. Here they're expanding the team so if you live within commutable distance of Birmingham and Manchester (1 hour) you'll work from home. And it's not just that which stands out. 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 up to c£52,000 per annum. 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....

Fed up of that trip into the office? Not a problem you'll encounter at this business. Here they're expanding the team so if you live within commutable distance of Birmingham and Manchester (1 hour) you'll work from home. And it's not just that which stands out. 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 up to c£52,000 per annum. 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....

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...