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Role: Paraplanner Location: Birmingham (Hybrid Working) Salary: £36,000 - £50,000 An established and growing Chartered financial planning firm in Central Birmingham is seeking a paraplanner to join its technical team. This is an excellent opportunity to work within a genuinely client-focused business that values long-term relationships, high-quality advice, and the highest professional standards. The firm advises a broad range of HNW clients and continues to grow year on year. It also has an excellent reputation for developing its people and supporting long-term progression. The Role You will work closely with an experienced team of financial planners, supporting the delivery of holistic financial planning tailored to each client’s needs and long-term objectives. This role is ideal for someone who is ambitious about their professional development. The business is keen to support the successful candidate towards achieving Chartered Financial Planner status over the coming years, so a strong interest in advancing technical knowledge and progressing into advice is essential. You will be supported by a well-established administrative team who handle the majority of client queries. This allows the paraplanning role to focus on the technical elements of financial planning, including direct involvement in client meetings. Key Responsibilities • Prepare suitability reports, cashflow models, and technical research to support Financial Planners., • Conduct detailed research on pensions, investments, and protection solutions., • Ensure all documentation meets FCA regulatory requirements and internal compliance standards., • Liaise with clients and take an active part in client meetings., • Liaise closely with advisers to ensure accurate and timely client recommendations., • Support continuous improvement of paraplanning processes and workflows., • Assist with more complex cases as experience develops Requirements: • Experience as a Paraplanner within an IFA or financial planning firm., • Level 4 Diploma in Financial Planning, or progress towards this, with a desire to continue studying., • Previous experience with pensions, investments, and protection products., • High level of accuracy and attention to detail., • Strong written and verbal communication skills. What’s on Offer • Opportunity to join a stable, growing and well-regarded financial planning firm, • Fantastic opportunity to progress towards becoming a Chartered Financial Planner in the future., • Exam Support, • Death in Service, • Private Medical Insurance, • Company Pension Scheme, • Hybrid Working Arrangements (2 days in the office, 3 at home), • Excellent holiday allowance

Paraplanner - CII, CISI, LIBF, Estate planning, Drawdown, Pension switching and replacement business initiatives. I am looking for multiple Paraplanners to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support a number

Templegate Recruitment Specialist Recruiters in Financial Services Paraplanning Associate / Junior Paraplanner Location: Chorley (Hybrid) Salary: Up to £32,000 (DOE) The Opportunity An excellent opportunity has arisen for an ambitious and technically minded individual to join a growing Paraplanning team as a Paraplanning Associate / Junior Paraplanner. This role is ideal for someone with strong financial planning experience who is looking to develop their career as a paraplanner. You will receive structured training, full exam support, and ongoing mentoring to support your progression towards becoming a fully competent paraplanner. Working closely with Advisers and the Technical Team Leader, you will play a key role in supporting the delivery of high-quality, compliant financial planning advice while building the technical skills required of a successful paraplanner. Benefits Package * 4% Employer Pension Contribution (salary sacrifice available) * 28 Days Annual Leave plus Bank Holidays * Option to Purchase up to 5 Additional Days Leave * Group Life Cover (4x Salary) * Rolling Sick Pay Scheme * Full Exam & Training Support * Hybrid Working Arrangement * Clear Career Development Pathway towards a Paraplanner role Role Purpose As part of the Paraplanning team, you will: * Assist in preparing accurate, compliant, and professional suitability reports * Conduct detailed research across pensions, investments, protection, and wider financial planning solutions * Support advisers with technical analysis and case preparation * Ensure all work aligns with regulatory requirements and internal procedures * Maintain accurate and up-to-date client records * Liaise with providers and internal departments as required * Develop a thorough understanding of advice processes and client journeys * Progress technical knowledge and competency under the supervision of the Technical Team Leader This position offers structured development with a clear pathway to becoming a confident and technically capable paraplanner. About YouEssential Experience & Skills * Minimum 3 years continuous experience within a Financial Planning firm * Exposure to paraplanner responsibilities or technical support work * Currently working towards the Regulated Diploma in Financial Planning (Level 4) * Ideally 12 CII R0 exams already achieved * Good understanding of the UK financial regulatory framework * Strong written and verbal communication skills * Proficient in Microsoft Outlook, Word, Excel, and PowerPoint * Excellent attention to detail * Strong organisational skills with the ability to prioritise effectively * A collaborative and professional approach * Comfortable working in a fast-paced environment * Open to feedback and committed to developing into a successful paraplanner Desirable * Regulated Diploma in Financial Planning (Level 4) * Strong analytical and technical thinking skills * Ability to assess information from multiple perspectives * Confidence handling detailed and technical information Career Development This role offers genuine long-term progression within a supportive and technically strong environment. With full study support and structured mentoring, you will be guided step-by-step towards becoming a fully qualified paraplanner. How to Apply If you are looking to take the next step in your financial planning career and progress as a paraplanner, we would love to hear from you. Submit your CV today and one of our specialist consultants will contact you to discuss your experience, career aspirations, and other suitable opportunities. Due to the high volume of applications, we can only respond to successful candidates. If you have not heard from us within 7 days, please assume your application has not been successful on this occasion. JBRP1_UKTJ

We here at Siamo Recruitment are proud to working with one of South Wests leading financial service providers. With the view to grow and continue their award winning service our client is in the market for a Paraplanner. As the Paraplanner, youll join a collaborative and driven firm who look to push them and their clients to the next level. You will be the gel between your FA's and their clients. Ensuring a high customer experience externally and provide research, planning and reports. Offering leading products across the UK this Paraplanner opportunities offers development, stability, responsibility and variety within a well renowned firm. What does our clients benefits scheme include? • Up to a 20% annual bonus scheme (performance based), • Professional investment plans for relevant courses, exams and industry training materials, • 25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell), • Annual salary reviews, • Private medical insurance and life cover available, • Recruitment referrals bonus, • Hybrid working offering 2 days from home post probation, • Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthday, • Work seamlessly with your allocated FA's, • Produce Suitability Letters, • Produce CFRs, • Provide a point of contact for all queries pertinent to your role from the team, • Provide technical support to the team, • Use initiative to locate answers and helps others use their initiative to locate answers, • Communicate with practice manager regarding any potential issues, • Manage and resolve technical queries, • Keep up with all industry and internal changes that will affect your role, • Show willingness to expand and increase knowledge of all areas of financial services specifically pensions, investments and tax and trusts, • Prior Paraplanning experience is essential due to the nature of the role, • Qualified through DipPFS, CII, DipPP or Cert in Paraplanning, • Experience producing Suitability Letters, CFRs and completing product research, • Ability to confidently manage internal and external relationships, • The ability to balance conflicting demands in a calm and friendly manner, • Ability to work autonomously, remotely and within a team, • Analytical with precise attention to detail, • Ability to accurately transpose information, • Experience in maintaining systems, processes and procedures, • Up to date knowledge of regulation, legislation and taxation, • Full UK Driving License and Own Vehicle JBRP1_UKTJ

Paraplanner Location: Solihull - Hybrid or remote working Salary: £40,000 + comprehensive benefits package We are an SJP Partner Practice based in Solihull and are looking to appoint an experienced Paraplanner to join our expanding team. Our Practice is highly successful and prides itself on delivering a first-class service to clients. We provide a comprehensive range of investment and retirement solutions to support clients in achieving their financial goals. We are a friendly and motivated team who enjoy working together. If you live near to our office, we can offer a hybrid working pattern, or if you're further afield, we can offer a fully remote role. In this role, you will provide technical expertise to support our advice process. This includes conducting detailed research and analysis across a broad spectrum of financial planning strategies, as well as producing compliant, high-quality financial planning reports for our Financial Advisers and Partners to present to clients. As our Paraplanner, you will be a key point of contact for technical queries. Your responsibilities will span the full client journey - from researching suitable solutions and preparing detailed reports to working closely with the Administration team to ensure accurate processing and system updates. There may also be opportunities to attend or occasionally lead client meetings. You will consistently produce thoughtful, well-structured, and meaningful client reports, demonstrating strong attention to detail and a clear understanding of client needs. Paraplanner Requirements Experienced Paraplanner with strong report-writing skills Level 4 Diploma preferred but not essential with suitable paraplanning experience Proven experience managing cases across Life, Pension, and Investment products, along with Inheritance Tax planning. Positive team attitude and alignment with our supportive approach to work-life balance Hybrid or home-working arrangements considered for the right candidate St. Jamess Place plc (SJP) is a leading and highly regarded FTSE 100 Wealth Management business, providing Investment and Retirement solutions to a High Net Worth client base. SJP has over £220bn in funds under management and is a well-established, highly successful organisation. Please note: this Partner Practice will carry out standard financial and identity checks for any candidates offered a position. When applying, you will be redirected to the Burgh Recruitment application platform. Please ensure you tick the Privacy Policy box and then click the green apply to this job button at the bottom of the page. Once submitted, you will receive a confirmation email from Burgh Recruitment. TPBN1_UKTJ

Type of Position: Paraplanner - Birmingham.Our client is looking for a talented Paraplanner to join their team based in Birmingham, to join their Technical Team, supporting their team of Financial Advisers advising Clients on financial strategies, plans and products.To assist the Financial Planner i

A reputable financial firm in the UK is seeking an experienced Paraplanner to join their Central/Technical team.This role requires proven experience in financial planning and the ability to build client relationships while maintaining FCA standards.You will conduct in-depth research, create cash flo

A leading wealth management firm is seeking a Senior Paraplanner to support Financial Planners by delivering personalized financial strategies for clients.Responsibilities include conducting thorough research, preparing financial planning reports, and mentoring junior staff.The ideal candidate has a

The successful candidate will deliver high-quality advice support, and ensure regulatory compliance while mentoring junior team members.

This hybrid role offers a salary of £45,000 - £60,000, along with a performance-related bonus and numerous benefits.

This leadership role involves mentoring a Technical/Paraplanning team, overseeing workflow, and ensuring high compliance standards. A recruitment agency is seeking a Paraplanner Team Leader in Birmingham. Candidates should have experience in financial services, strong technical knowledge, and excell

Paraplanner | Central Birmingham | £35-50k | Hybrid (2 days in office) We're working with a well-respected independent financial planning firm in central Birmingham looking to add a paraplanner to their team. This is a proper paraplanning role — working closely with advisers across the full client journey, supporting on pensions, investments and protection, and producing high-quality, compliant advice. You'll be involved in: Writing suitability reports Technical research and calculations Portfolio analysis and recommendations Supporting implementation and ongoing client work Attending client meetings where appropriate It's a collaborative setup where paraplanners are part of the advice process - not just report writers. For those interested, there is a clear route into advisory over time, but the role is equally suited to someone who wants to develop as a career paraplanner. What matters: Paraplanning experience Level 4 Diploma (or close) Strong technical and report writing capability Attention to detail and pride in output Hybrid working (2 days in the office), with a supportive team, good systems, and a quality client base. If you're looking for a well-run firm and a solid long-term role, it's worth a conversation. Get in touch with Ellis Mears at EJP for full details

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: • Managing client correspondence and maintaining strong client relationships, • Processing new business applications across pensions, investments and protection, • Preparing client review packs and meeting documentation, • Arranging client meetings and managing financial planner diaries, • Requesting provider illustrations and product information, • Maintaining accurate, well-presented and compliant client records on internal systems, • Handling client enquiries, provider communication and requests, • Providing general back-office and operational support using Intelligent Office - IO, • Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: • Trainee Paraplanner, • Paraplanner, • Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: • 25 days holiday plus bank holidays, • Your birthday off, • Annual salary reviews, • Staff recognition and awards programmes, • Study support for professional industry qualifications, • Adviser Academy – comprehensive in-house training programme, • Clear career progression opportunities, • Hybrid and flexible working arrangements, • Additional holiday purchase scheme, • Life assurance, • Company pension, • Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: • Previous experience within IFA/Financial Planning administration, • Strong organisational skills and exceptional attention to detail, • Excellent communication and client service skills, • The ability to manage multiple priorities in a busy team environment, • Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response

This is a full-time role for a Paraplanner based in Chester, with the flexibility to work from home when needed. The Paraplanner will be responsible for supporting Financial Advisor by creating detailed reports, conducting financial analysis, and assisting in the development of comprehensive financi

Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London.

If you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you.

Leeds (Hybrid – 2 days from home).Up to £50,000 basic salary + bonus.Monday to Friday - Core office hours.Outsource UK is recruiting for an experienced.This is an excellent opportunity to become part of a dynamic team at an exciting stage of development.Over the next five years, there will be sig

Our client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses.Headquartered in Chester, the firm emphasizes delivering tailored strategies to help clients achieve their financial

My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team.

Specialist Recruiters in Financial Services.Trowbridge, Wiltshire (Hybrid part office-based, part home working).This is an opportunity to join a forward-thinking, award-winning wealth management firm with a strong reputation for delivering e.

Paraplanner (Wealth Management). Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service.

Known for its independent advice, strong values, and commitment to developing its people, the firm is recruiting within its Leicester office and looking for an experienced Paraplanner to join the team. We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning g

Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice.Supporting the Consultants ahead of client meetings.Preparing compliant, technical suitability reports and ‘Financial Life Plan' reports detailing the C.

Paraplanner (Work Life Balance)£40,000 - £50,000 + Pension + 33 Days Holiday + Bonus + Training + European Weekends AwayBordon, HampshireAre you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' h

Holidays: 28 days, (4 days kept for Christmas) plus statsPensionDISAnnual bonus and salary reviewVarious Company expensed events during the yearStudy days and full exam funding, including study materialFree parkingCandidate Requirements:Must have at least 2 years experience working as a Paraplanner

ParaplannerLocation: Farnborough / Remote- 1 day a month in the Farnborough officeSalary: £45,000-£50,000Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate pl

TECHNICAL PARAPLANNER (HOME-BASED). We are working with a leading HNW/UHNW boutique IFA who is seeking an experienced Technical Paraplanner to support their Advisers and play a key role in delivering high-quality financial planning solutions on a fully remote basis.

As a Senior Paraplanner, you’ll apply strong technical knowledge across pensions, investments, protection, and tax planning to prepare detailed research, cashflow models, and suitability reports. Alongside your core responsibilities, you’ll have the chance to mentor junior paraplanners, share be

Senior Paraplanner Day-to-Day duties:. Senior Paraplanner Qualifications:.

As a Senior Paraplanner, you’ll work closely with their Financial Planners to support the delivery of personalised financial strategies for clients. Provide guidance to less experienced paraplanners and support their development.

Due to rapid business growth, we are looking for an eager Financial Planning professional to join us as a Trainee Paraplanner, with the view of being part of our journey as a fast-growing FinTech.

Their Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs.

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client.