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PARAPLANNER (MINIMUM LEVEL 4) – COTSWOLDS (HYBRID/FLEXIBLE WORKING) COMPETITIVE SALARY | ESTABLISHED & SUPPORTIVE FIRM We are delighted to be working with a highly regarded and client-focused financial planning firm based in the beautiful Cotswolds, who are seeking a qualified Paraplanner (minimum Level 4) to join their growing team. This is an excellent opportunity for a detail-oriented and technically strong individual to play a key role in supporting Advisers and delivering high-quality financial planning solutions within a collaborative and supportive environment. What you’ll be doing: • Writing detailed and compliant suitability reports across pensions, investments, and protection, • Conducting thorough research and analysis to support tailored client recommendations, • Preparing accurate financial planning documentation in line with FCA regulations, • Working closely with Financial Advisers to deliver bespoke client solutions, • Supporting the end-to-end advice process, ensuring high standards of compliance and client service What we’re looking for: • Proven paraplanning experience within an IFA or wealth management firm, • Minimum Level 4 Diploma qualified (essential), • Strong technical knowledge across pensions, investments, and tax planning, • Excellent attention to detail and organisational skills, • A proactive, team-oriented approach with the ability to manage workloads effectively What’s on offer: • Competitive salary depending on experience, • Flexible/hybrid working options in the Cotswolds, • Supportive, close-knit team culture with a strong focus on employee wellbeing, • Ongoing professional development and support towards Chartered status, • Opportunity to work with high-quality clients and a respected local firm This is a fantastic opportunity to join a company that truly values its people, clients, and long-term development, offering a professional yet friendly environment in a sought-after location.

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Experienced Paraplanner (Working Towards Advising) Location: Gloucestershire - Office-based initially Salary: Competitive, dependent on qualifications and experience Why Join Us? This is an excellent opportunity for an experienced Paraplanner looking to develop their career within a supportive, professional IFA environment. You will work closely with Chartered Financial Planners, gaining exposure to complex cases, technical planning work, and high-quality client service delivery. The role offers genuine progression towards becoming an Adviser for the right individual. Benefits: • Exposure to Chartered-level financial planning work, • Career progression towards Adviser status, • Supportive and collaborative team environment, • Ongoing training and professional development, • Opportunity to work on complex, high-quality client cases

Our client who provide specialist knowledge and expertise to their customers, as well as upholding excellent company values, are now recruiting for ambitious and conscientious individuals to join their team.This will be on a full time, permanent basis from their bright and welcoming offices in Chelt

A financial services recruitment agency is offering a Paraplanner role in Gloucestershire.This position allows for more autonomy and is ideal for candidates looking for a part-time opportunity.The successful applicant will have at least two years of Paraplanner experience and will work closely with

IFA or financial planning firm. This is an excellent opportunity for an experienced IFA Administrator looking to join a supportive and growing firm where they can develop their technical skills and progress their career.

A prominent funeral service provider based in West Midlands is seeking an experienced Senior Business Development Manager to lead growth through strategic partnerships in the insurance and financial services sector.The role involves building new revenue channels, negotiating agreements, and working

A rapidly growing and highly ambitious wealth management group is looking to appoint an IFA Administrator to join its expanding Client Support team in Bristol. At least 12 months experience in an IFA administration or Financial Services support role. This role would suit an IFA Administrator looking

A prestigious wealth management firm is seeking highly skilled Level 4 qualified advisers to join their dynamic team.This role offers the opportunity to serve clients across various offices, ensuring flexibility in location.Candidates with a proven track record in building a client base, a minimum o

A leading cremation service provider in Cannock Chase is seeking a Head of Strategic Partnerships to shape new revenue channels and build relationships with Independent Financial Advisers (IFAs).

PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone. Minimum two years experience working in an IFA practice.

IFA Administrator role within a large national Financial Planning business. Recruit Wealth are representing a significant national client, seeking an experienced IFA Administrator to join a regional office as part of a thriving network across the UK. This role will suit an individual with existing e

My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast.They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in thei

A boutique, client-focused Independent Financial Adviser (IFA) based in London’s West End. Minimum 3 years’ experience in a paraplanning role within an IFA/wealth management firm.

IFA/Client Servicing Administrator.

A reputable financial planning organization in Stockport seeks an IFA Administrator to join their client relations team. Ideal candidates will have prior experience in IFA practice, excellent organizational skills, and attention to detail.

Recruit Wealth Limited is offering an IFA Administrator position in West Midlands. Ideal candidates will have prior experience in IFA administration and strong organizational skills, and they will find great opportunities for career progression within the organization.

Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. Minimum 5 years' IFA administration experience.

A leading fintech company in the UK is looking for a Head of IFA Partnerships to spearhead their IFA strategy and drive revenue growth.

A growing wealth management group in Kettering is seeking an IFA Administrator for its Client Support team.

A financial services firm is seeking Wealth Managers for their Moscow-based role, which requires relocation.The position emphasizes building client relationships and delivering personalized financial advice.Applicants should possess a degree in finance or a related field and have a minimum of three

A Wealth Management firm is seeking a Senior Administrator with IFA experience to provide high-level operational support in Bristol.

A well-established and growing wealth management firm is looking to appoint a Senior IFA Administrator to support its continued expansion. This is an excellent opportunity for an experienced IFA Administrator who wants to step into a more senior role within a structured, supportive environment, with

A well-established and family-owned company in Folkestone is seeking an experienced IFA Administrator / Junior Paraplanner. The ideal candidate should have at least two years of experience in an IFA practice and knowledge of back office systems.

Recruit Wealth Limited is seeking an experienced IFA Administrator to join their high-performing team in Braintree, Essex.

A leading financial planning firm in Liverpool is seeking a Financial Administrator to support Financial Advisors with compliance and administration tasks.The ideal candidate will have experience in financial services and ideally be working towards a Diploma in Financial Planning.This role offers a

Our client, a sustainable, rewarding, and award-winning company dedicated to enhancing clients’ lives and financial well-being, is seeking Wealth Managers for their Moscow-based role, requiring relocation.They invite individuals who aspire to join them on their journey of continued growth.In addit

Prestige IFA are seeking a highly skilled and motivated Remote International Financial Advisor,.

Penfold’s strategy, growth, and commercial performance across the IFA channel. You’ll be responsible for converting IFAs into active Penfold advocates — helping them understand how and why Penfold is the right solution for their clients — while also leading the team that supports this channe

Our client is a well-established boutique global wealth management firm that is part of a group of affiliate companies, each of which is focused on a key sector.Combining deep knowledge of asset management, technology, capital markets, commodities verticals, and infrastructure, they are building a n

A local financial planning firm in Maidstone is hiring a Senior IFA Administrator to join their team.

A well-established financial planning firm in the United Kingdom is seeking an experienced IFA Administrator to join their collaborative support team.

This role involves selling Aviva Investors’ products, developing relationships with Independent Financial Advisers (IFAs), and meeting sales targets across various asset classes. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and strong knowledge of the UK IFA land

Working closely with the Director and leadership team, the Practice Manager will help oversee the day-to-day running of the practice, ensuring that people, systems and processes operate smoothly.This is a broad and varied role suited to someone who enjoys taking ownership, improving processes, and s

A leading digital media organisation in Greater London seeks a Business Development Manager to drive growth in the Wealth Management sector.This hybrid position requires a sales-oriented professional with strong relationship-building skills.Responsibilities include securing new business and managing

Understanding the IFA landscape and delivering presentations, insights, and updates consistent with industry best practise. Working with the marketing team to produce collateral for an IFA audience, e. The successful candidate will be confident talking about financial markets and Saltus investment p

Our client is a well-established boutique global wealth management firm that is part of a group of affiliate companies, each of which is focused on a key sector.Combining a deep knowledge of asset management, technology, capital markets, commodities verticals, and infrastructure, they are building a

James's Place Wealth Management is looking for a Business Administrator to join their team in Horsham.This hybrid role involves managing case progression and client communications while ensuring all documentation is complete.The ideal candidate will have experience in financial services, strong orga

Position: Senior IFA Administrator.

A wealth management group in Gloucester is seeking an experienced IFA Administrator to join its Client Support team.

Integro Partners in the Coventry area is looking for a Hybrid IFA Administrator / Paraplanner to join their team.

Senior Administrator – IFA Experience Essential. Proven IFA/financial advisory experience (essential). If you’re an experienced IFA administrator ready to step into a role with real impact and autonomy, we’d like to hear from you.

A progressive investment firm in the UK seeks an Internal Business Development Executive/Manager to enhance client relationships and achieve sales targets.The ideal candidate will show exceptional customer service skills, ideally with experience in a phone-based sales environment, and a strong under

A well-established financial planning business is seeking an experienced IFA Administrator in Liverpool City Centre.

A respected financial services firm is seeking a Senior IFA Administrator to support Office Managers and Financial Planners. The ideal candidate has over 5 years of IFA administration experience, strong knowledge of investments and pensions, and excellent organizational skills.

IFA Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) £24,000 - £30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. The ideal candida

A leading wealth management firm in Cheltenham seeks a Senior IFA Administrator to enhance its growth. If you have 2+ years in an IFA firm and a strong grasp of financial planning, apply now.

A global investment management firm is seeking a Portfolio Manager in Greater London to manage discretionary portfolios primarily for intermediaries.The role requires strong relationship management and portfolio oversight skills, with a focus on providing excellent service.Candidates should have at