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A regional IFA practice in Liverpool are looking to add a paraplanner to their Client Management team. With offices in Liverpool and Chester, they are fully committed to staff development, and offer internal opportunities for both seniority and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus) Package • You will receive excellent salary (£35k- £45k) executive benefits and unrivalled internal prospects. The company • A regional IFA practices, with two offices in the Merseyside/Cheshire regions. Role • Undertaking reviews for clients, • Preparation of reports, both from standard paragraphs and free text, • Undertaking whole of the market research, • Working on a collaborative basis with the rest of the team, • Keeping up to date on market positions and global situations, • Using cash flow modelling and lifestyle planning as required, • Working with external DFMs as required, • Attending client meetings as required The candidate • Diploma Level 4 as a minimum, ideally working towards Chartered, • Experience of working with HNW and UHNW clients, • Writing reports and undertaking research. Next steps • Contact via email below for confidential discussion and review of opportunity and process

The business has their Financial Planners based nationally and are recognised as the leading name in financial advice and guidance in the workplace, with access points to some of the largest pension schemes through private & public sector employers. Recruit Wealth are delighted to be representing ou

Are you a highly skilled Paraplanner ready to take your career to the next level? Do you enjoy solving complex financial planning challenges and shaping sophisticated strategies for high-value clients? We are looking for a Senior Paraplanner & Technical Adviser to join our clients growing team. This is an exciting hybrid role combining advanced paraplanning expertise with the opportunity to deliver regulated financial advice on complex planning advice areas. You will work at the heart of the advisory team, partnering with Strategic Planners, Compliance and technical specialists to design and deliver innovative, client-focused financial solutions. If you thrive in a highly technical environment and want your expertise to have real influence, this role offers the perfect opportunity. Why This Role is Different This is not a traditional paraplanning role. You will have the opportunity to: * Work on complex and intellectually stimulating financial planning cases * Play a strategic technical partner role to advisers * Provide regulated advice on specialist cases * Mentor and develop the next generation of paraplanners and advisers * Influence technical standards and planning strategy across the business * Your work will directly contribute to delivering high-quality financial advice that genuinely improves clients’ financial futures. What You’ll Be Doing Complex Financial Planning & Res...

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

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

A leading financial wellbeing specialist in the UK is seeking a Senior Paraplanner & Technical Adviser.

A financial advisory firm in Liverpool is seeking a Technical Paraplanner.

A leading financial advisory firm in Liverpool seeks a Senior Paraplanner & Technical Adviser to enhance financial strategies for high-value clients. You will excel in complex financial planning, lead technical analysis, and mentor upcoming paraplanners. This hybrid role offers the opportunity to in

Act as a trusted technical authority within the advisory team. You will work at the heart of the advisory team, partnering with Strategic Planners, Compliance and technical specialists to design and deliver innovative, client-focused financial solutions. If you thrive in a highly technical environme

A national IFA practice in Liverpool is seeking an experienced paraplanner to join their growing team.

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.

Paraplanner - £38,000 to £50,000 (DOE) Hybrid Working - 1 Day in Office or Fully Remote for the Right Candidate** Due to continued business growth, we are seeking an experienced and technically skilled Paraplanner to join our expanding team. As part of this evolution, we are looking fo

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

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.

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.

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.

Paraplanner (Progression to Financial Advisor). 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 ser.

As a Paraplanner, youll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives.

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 Consultant's r

Paraplanner (Wealth Management) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-MareAre you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to

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

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 RecruitmentSpecialist Recruiters in Financial ServicesParaplanner Research TeamLocation:Rayleigh, Essex (Hybrid working available)Salary:£40,000£45,000 per annumBenefits:25 days holiday plus bank holidays3 additional days at ChristmasOffice closed for 1 week after ChristmasAuto-enrolme

We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning groups. 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

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

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.

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

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.

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

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 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.

ParaplannerSalary Range: £40K-£65K paLocation: working from homeWorking days/ hours: flexible depending on the candidateAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London.

Company description:At Rathbones, we help people invest their money well, so they can live well.That means more than financial returns its about helping people feel confident in their decisions and supported in their future.We dont just manage money, we guide people through lifes big moments, helpi