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Paraplanner 📍 Stockport 💼 Hybrid working with flexible working hours | 34.5 hour working week | Permanent We’re looking for an experienced qualified Paraplanner to join our team and support the delivery of clear, practical financial advice for our clients. This role is suited to someone with established paraplanning experience who is comfortable producing technical analysis and client reports as part of the advice process. You’ll work closely with consultants and directors, using your technical knowledge, attention to detail and strong communication skills to support high-quality client outcomes. What you’ll do: • apply regulatory and compliance requirements when producing advice documentation, • carry out technical research and analysis to support appropriate financial planning recommendations, • gather and review client information to support financial planning advice, • prepare suitability letters, reports, and other client-facing documentation, • review pensions and investments using company tools and models, • support consultants and the wider team with technical and compliance-related tasks What we’re looking for: • financial services experience specifically in a paraplanning role, with responsibility for producing suitability reports and recommendations, • Level 4 Diploma in Financial Planning or higher is preferable (experienced and partly-qualified paraplanners will also be considered), • strong attention to detail and the ability to produce clear, well-structured client documentation, • clear written communication skills and a professional, organised approach This is a certification function role under the Senior Managers and Certification Regime (SMCR), so annual FIT assessments and certification renewal will be required. Why join us? At Mattioli Woods, we provide tailored wealth management, investment, and pension solutions built on long-term relationships and trusted expertise. You’ll be part of a collaborative, client-focused environment with opportunities for personal growth, career progression, and the chance to contribute to meaningful financial outcomes for our clients. What’s in it for you: • competitive salary and comprehensive benefits package, including:, • group pension, • life assurance, • income protection, • health cash plan, • hybrid working model (office/home flexibility after training period), • clear career progression pathways and professional development opportunities, • social activities and charity fundraising events Apply today or contact us for a confidential conversation.

Mortgage Paraplanner Hybrid | 3 days office / 2 days WFH | Competitive Salary + Strong Bonus Scheme If you’re looking for a paraplanning role that offers genuine progression and the opportunity to make a meaningful impact, this position provides exactly that. You’ll be a key member of a supportive, growing team while developing the skills and exposure needed to confidently step into advising. About the Company Our client is a directly authorised, boutique mortgage brokerage built on collaboration, shared ownership and high performance. The team works closely together without rigid boundaries, creating an environment where proactive people thrive. As the business continues to grow, they are investing heavily in their paraplanning function and offering structured, achievable progression for ambitious talent. The Role You’ll join as a senior paraplanner with the opportunity to take on your own advising cases as your development continues. The role blends high‑quality paraplanning, client engagement and team support. You will help strengthen the paraplanning function, guide a junior paraplanner and play an integral role in converting and managing an established client bank. This is ideal for someone who enjoys technical work but wants a clear, supported pathway into advising—without any expectation to source new business. Key Responsibilities • Produce compliant mortgage research and suitability reports., • Support, guide and mentor a junior paraplanner., • Manage and advise on allocated client cases (no new business generation)., • Convert existing client leads and nurture ongoing relationships., • Work collaboratively with advisers and case managers to ensure smooth client journeys., • Maintain strong compliance standards and contribute to process improvements. Skills & Experience • Strong mortgage paraplanning experience., • Confident supporting or mentoring junior colleagues., • Interested in or ready for adviser responsibilities., • Proactive team player who thrives in a small, collaborative environment., • Excellent communication and organisational abilities., • CeMAP (or equivalent) preferred. Package & Benefits • Base salary: £29,000 – £31,000, • Strong performance‑based bonus scheme, • Hybrid working: 3 office days / 2 WFH, • Private health insurance (after 6 months), • 25 days holiday plus bank holidays, • Quarterly social events, • Long‑term progression to Mortgage Adviser Why Apply This role offers a valuable blend of paraplanning and advising responsibilities within a supportive, ambitious team where your contribution is recognised. With a generous bonus structure and a clear, pressure‑free pathway into advising, your long‑term development is genuinely prioritised from day one.

Hybrid | 3 days office / 2 days WFH | Competitive Salary + Strong Bonus Scheme If you’re looking for a paraplanning role that offers genuine progression and the opportunity to make a meaningful impact, this position provides exactly that. You’ll be a key member of a supportive, growing team while developing the skills and exposure needed to confidently step into advising. About the Company Our client is a directly authorised, boutique mortgage brokerage built on collaboration, shared ownership and high performance. The team works closely together without rigid boundaries, creating an environment where proactive people thrive. As the business continues to grow, they are investing heavily in their paraplanning function and offering structured, achievable progression for ambitious talent. The Role You’ll join as a senior paraplanner with the opportunity to take on your own advising cases as your development continues. The role blends high‑quality paraplanning, client engagement and team support. You will help strengthen the paraplanning function, guide a junior paraplanner and play an integral role in converting and managing an established client bank. This is ideal for someone who enjoys technical work but wants a clear, supported pathway into advising, without any expectation to source new business. Key Responsibilities * Produce compliant mortgage research and suitability reports. * Support, gu...

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

IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES/PARAPLANNER EXPERIENCE).K -£60K + Benefits 80% WFH (Manchester Area).Our client, a leading financial services firm, seeks to recruit a Technical Helpdesk manager.Advising IFAs & colleagu

Mortgage Paraplanner Hybrid | 3 days office / 2 days WFH | Competitive Salary + Strong Bonus Scheme If you’re looking for a paraplanning role that offers genuine progression and the opportunity to make a meaningful impact, this position provides exactly that. You’ll be a key member of a supportive, growing team while developing the skills and exposure needed to confidently step into advising. About the Company Our client is a directly authorised, boutique mortgage brokerage built on collaboration, shared ownership and high performance. The team works closely together without rigid boundaries, creating an environment where proactive people thrive. As the business continues to grow, they are investing heavily in their paraplanning function and offering structured, achievable progression for ambitious talent. The Role You’ll join as a senior paraplanner with the opportunity to take on your own advising cases as your development continues. The role blends high‑quality paraplanning, client engagement and team support. You will help strengthen the paraplanning function, guide a junior paraplanner and play an integral role in converting and managing an established client bank. This is ideal for someone who enjoys technical work but wants a clear, supported pathway into advising—without any expectation to source new business. Key Responsibilities • Produce compliant mortgage research and suitability reports., • Support, guide and mentor a junior paraplanner., • Manage and advise on allocated client cases (no new business generation)., • Convert existing client leads and nurture ongoing relationships., • Work collaboratively with advisers and case managers to ensure smooth client journeys., • Maintain strong compliance standards and contribute to process improvements. Skills & Experience • Strong mortgage paraplanning experience., • Confident supporting or mentoring junior colleagues., • Interested in or ready for adviser responsibilities., • Proactive team player who thrives in a small, collaborative environment., • Excellent communication and organisational abilities., • CeMAP (or equivalent) preferred. Package & Benefits • Base salary up to £35k, • Strong performance‑based bonus scheme, • Hybrid working: 3 office days / 2 WFH, • Private health insurance (after 6 months), • 25 days holiday plus bank holidays, • Quarterly social events, • Long‑term progression to Mortgage Adviser Why Apply This role offers a valuable blend of paraplanning and advising responsibilities within a supportive, ambitious team where your contribution is recognised. With a generous bonus structure and a clear, pressure‑free pathway into advising, your long‑term development is genuinely prioritised from day one.

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 conduct financial research, perform investment analysis, and prepare accurate reports while working closely with financial advisers.

A leading Chartered Financial Advice firm are looking for Dip qualified paraplanners to join the firm on a remote basis. As a result of increased adviser numbers they are looking for remote based paraplanners to join them.

IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES/PARAPLANNER EXPERIENCE). It may suit someone already in a Compliance role or else an IFA Salesperson or Paraplanner looking to move into such or someone from a product provider (account m

A financial advisory firm in Manchester is seeking an experienced paraplanner to conduct research and provide support to financial advisers. The ideal candidate has at least 2 years of paraplanning experience and relevant financial planning qualifications.

You’re ambitious and want to keep improving.But where you are there’s no training, no advancement and no learning.You won’t face those problems here.This is a company that grows and nurtures its own.A look at the profiles of its planners (including directors and partners) is testimony to that.

Salary up to £50k (depending on experience) + benefits.We’re looking for an experienced Paraplanner to join a growing team in Manchester, and play a key role in supporting a group of highly qualified Financial Planning Directors.Our client will also consider candidates with less experience as lon

A financial services company is looking for an experienced qualified Paraplanner to support the delivery of effective financial advice.

Ready to be the paraplanner you know you can be? Click apply. At this IFA business they'll help develop you into the paraplanner you want, and know, you can be. That will ultimately mean becoming a paraplanner in a “proper”, independent, modern financial planning practice.

A leading Chartered Financial Advice firm in the UK is looking for Dip qualified paraplanners to join their team on a remote basis.

The role demands a minimum of 2 years in paraplanning and a commitment to achieving a Level 4 Diploma in Regulated Financial Planning. The successful candidate will conduct extensive research, prepare technical reports, and assist with financial planning for clients. A leading financial advisory fir

Are you a detail-oriented Paraplanner looking to join a forward-thinking and supportive financial planning business?. Paraplanner up to £45,000 Hybrid Manchester.

We are seeking a dedicated and detail-oriented Paraplanner to join our team on a full-time basis. The Paraplanner will be responsible for supporting financial advisors in delivering comprehensive financial planning services, conducting detailed research and analysis, creating financial reports, and

Candidates should have a background in IFA environments, strong organisational skills, and a desire to pursue a career in financial planning. A financial services recruitment agency in Manchester is looking for a motivated IFA Administrator to join a growing Independent Financial Advice practice.

A financial advisory firm in Chadderton seeks a motivated IFA Administrator to provide essential support to Financial Advisers.

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

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 (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.

As a Paraplanner, youll play a vital role in supporting financial consultants by preparing hig.

Paraplanner (Work Life Balance). Are you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' holiday, and the opportunity to earn an annual bonus?.

Office based, with occasional remote working.Holidays: 30 plus stats and Xmas closure.Pension: 8% company contribution.Must have some experience in paraplanning.Possess sound technical knowledge in pensions, investments, tax and general financial planning.Proficient with financial planning software,

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.

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.

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

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 of initiatives including - Estate planning, Drawdown, Pension switching and replacement business init. Paraplanner

They urgently seek a Technical Paraplanner to join the team on a permanent basis.

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

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.

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