About the Role A top-rated, client-focused financial planning firm is seeking a Trainee Paraplanner to join their office-based team a rare, standout opportunity to gain hands-on experience and build a rewarding career in financial planning. You'll join a collaborative, supportive environment where quality advice and client service come first. Please note this is a full time office based role. What You'll Do Support Financial Advisers with research, analysis, and report preparation Assist in suitability, protection, and annual review reports Gather and analyse client financial information Liaise with pension, investment, and insurance providers Maintain accurate client records and back-office systems Support ongoing client servicing Candidate Profile Strong attention to detail and organisational skills Confident communicator with a professional approach Keen interest in financial planning and wealth management Previous financial services or administrative...

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...

An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Bromsgrove. 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...