financial planning support

mbf.

<p>We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they have offices across the UK so you will be able to go into your local office one a month for team meetings etc.</p><p></p><p>Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.</p><p></p><p>Responsibilities will include;</p><ul><li>Prepare complex suitability reports across a wide range of advice types, financial products, and investment solutions</li><li>Carry out any necessary technical research</li><li>Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times. Where necessary prompt and challenge Financial Planners to provide whatever additional information is necessary to achieve this outcome</li><li>Work with the financial planner to ensure the correct client outcome is achieved</li><li>Attend client meetings to support the Financial Planner gathering information for more complex pieces of advice, cashflow modelling etc</li><li>Support the financial planner with tech</li></ul><p></p><p>Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation.</p><p></p><p>If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.</p><p></p><p>The package details;</p><ul><li>Salary to £52,000</li><li>Annual discretionary bonus</li><li>Excellent Pension</li><li>Group Life Assurance</li><li>Group Income Protection</li><li>Private Medical Insurance</li><li>Employee Assistant Programme</li><li>Generous Holiday Allowance</li><li>Flexibens Package</li></ul><p></p><p>This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.</p><p></p><p>You will be joining a well-known and highly respected organisation with excellent career development opportunities.</p>

paraplanner

recruitment22

<p><strong>Paraplanner - Remote - £45,000 </strong></p><p>A growing financial planning firm is seeking an experienced <strong>Paraplanner</strong> to join their expanding team. This is an excellent opportunity to work closely with advisers, supporting them in delivering first-class financial advice and maintaining the highest standards of client service.</p><p></p><p><strong>The role:</strong></p><p>Working as part of a professional and collaborative team, you will provide technical support and ensure clients receive accurate, compliant, and timely financial recommendations.</p><p>Key responsibilities include:</p><ul><li>Preparing detailed financial planning reports for advisers to present to clients</li><li>Conducting research on financial products and identifying suitable client solutions</li><li>Supporting advisers with client reviews, requests, and day-to-day queries</li><li>Staying up to date with financial products, markets, and legislation</li><li>Ensuring all work meets firm and industry compliance standards</li></ul><p></p><p><strong>The person:</strong></p><p> You'll be a proactive, organised, and detail-oriented individual with experience in a financial advice environment. Strong analytical and communication skills, along with the ability to manage multiple priorities, are essential.</p><p></p><p><strong>The benefits:</strong></p><ul><li>Funded professional exams and full study support</li><li>25 days holiday (plus bank holidays)</li><li>Holiday purchase scheme</li><li>In-house training academy</li><li>Annual salary review</li><li>Day off on your birthday</li><li>Life assurance & pension</li><li>Clear progression pathway through to Adviser level if desired</li></ul><p></p><p><strong>Remote working: </strong></p><p>This role is remote but as you will be supporting Financial Advisers in Grimsby, there will be occasional travel to the office required - Only when necessary. </p><p></p><p><strong>Unsure if you should apply? Or you don't have a CV?</strong></p><p>No problem! Reach out to Richard at Recruitment 22 Limited or send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply.</p>

Paraplanner

Ameriprise Financial

<div>Support advisors in creating and delivering comprehensive financial plans for their retail clients.<p></p><p><b>
Key Responsibilities</b></p><ul><li>
Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level</li><li>
Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful examination of clients&rsquo; financial documents and advisor inputs</li><li>
Generate reports through approved planning tools</li><li>
Upskilling oneself with U.S. financial planning concepts to help discuss/prepare plan strategies/ suggestions with advisors in the U.S. via phone or e-mail</li><li>
Based on client&rsquo;s financial situation, document advice in the required format shared by the advisors</li><li>
Perform activities involved in preparing detailed financial plans within the defined turnaround time and quality metrices</li><li>
Manage multiple and evolving priorities and expectations, by working closely with team members and business partners in focused and responsive manner</li></ul><p><b><br>
Required Qualifications</b></p><ul><li>
6 months - 2 years of work experience in financial services sector is preferred (preferably in a multinational environment)</li><li>
Postgraduation in Finance/ Diploma in Financial Planning/ Graduation in Commerce/ Mathematics/ Economics/ Business Management with minimum of 50% marks</li><li>
Excellent verbal and written communication skills</li><li>
Analytical skills to develop data-driven reports with attention to detail.</li><li>
Demonstrated ability multitask - manage time and prioritize tasks to meet deadlines</li><li>
Strong interpersonal skills</li><li>
Willingness to work in a team structure</li></ul><p><b><br>
Preferred Qualifications</b></p><ul><li>
Exposure to financial products like mutual funds, insurance, retirement plans, financial planning, etc. would be an added advantage</li><li>
Cross cultural competence</li></ul><p></p><p><b>
About Our Company</b><br>
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm&rsquo;s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You&rsquo;ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.</p><p></p><p>
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.</p><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Timings</b></p></div></div></div></div></div></div></div>
(8:00p-4:30a)<p></p><div><div><div><div><div><div><div><p><b>
India Business Unit</b></p></div></div></div></div></div></div></div>
AWMPO AWMP&amp;S President's Office<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Business Support &amp; Operations</div>

Financial Plng Analyst IND

<strong><strong>Financial Planning Administrator - Birmingham</strong></strong> <p><strong>Salary:</strong> Up to £30,000 + bonus & benefits<strong>Location:</strong> Birmingham (Full-time, office-based initially, hybrid available after probation)</p> <p>An excellent opportunity has arisen for an experienced <strong>IFA Administrator</strong> to join a highly regarded wealth management firm based in Birmingham. This role offers a supportive working environment, excellent training, and genuine opportunities for professional development and progression.</p> <p>As a <strong>Financial Planning Administrator</strong>, you will provide comprehensive support to a team of Financial Planners, ensuring clients receive a seamless and high-quality service. You'll be responsible for preparing documentation and reports, maintaining client records, and liaising with clients and providers to support the delivery of financial advice.</p> <p><strong>Key responsibilities:</strong></p> <ul> <li> <p>Provide administrative support to Financial Planners and Paraplanners</p> </li><li> <p>Prepare and process new business and review documentation</p> </li><li> <p>Liaise with clients, providers, and other stakeholders to ensure smooth operations</p> </li><li> <p>Maintain accurate and compliant client records</p> </li></ul> <p><strong>What's on offer:</strong></p> <ul> <li> <p>Salary up to £30,000 plus bonus and benefits</p> </li><li> <p>Full-time, office-based initially with hybrid working after probation</p> </li><li> <p>Excellent training and ongoing professional development</p> </li><li> <p>Clear progression opportunities within the business</p> </li><li> <p>Friendly, professional, and supportive team environment</p> </li></ul> <p><strong>Requirements:</strong></p> <ul> <li> <p>Previous experience as an IFA or Financial Planning Administrator</p> </li><li> <p>Good knowledge of financial services processes and provider platforms</p> </li><li> <p>Strong organisational skills and attention to detail</p> </li><li> <p>Confident communicator with a proactive and professional approach</p> </li></ul> <p>This is a great opportunity for an experienced administrator looking to build a long-term career within a successful and growing financial planning business.</p>

Financial Planning Administrator

Allworth Financial

<div><div><p>Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.</p>
<p>
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious &quot;Circle of Excellence&quot; award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.</p></div><p><b>
SUMMARY</b></p>
<p>
The <b>Financial Planner</b> plays a crucial role on our Wealth Planning team, working closely with Advisors, the Sales Team, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning deliverables. Responsibilities include collecting client data, performing data entry into financial planning software, analyzing information, and preparing initial proposals and comprehensive financial plans. This position is a behind-the-scenes contributor to the client experience, ensuring accuracy, consistency, and timeliness of all planning documents.</p>
<p>
The ideal candidate has keen attention to detail, is confident in working with financial data, and is motivated to learn and grow within the financial planning field. While some direct client interaction may be required, the main focus is on supporting Advisors in delivering high-quality financial advice.</p>
<p><b>
This is an Exempt, in-office position in our Addison, TX office. This position has a budgeted base salary of $95k-$110k annually and is eligible for an annual bonus based on their performance, and the company's.</b></p>
<p><b>
DUTIES AND RESPONSIBILITIES</b></p>
<div>
<ul><li><b>Partner with Advisors and Sales Team (30%)</b></li></ul>
<ul><li>Collaborate with Advisors and the Sales Team to understand client objectives and gather necessary financial information.</li>
<li>Review initial planning needs, clarify data requirements, and help organize all relevant client documents.</li>
<li>Maintain clear communication with the team regarding case progress and any outstanding data requirements.</li>
</ul><ul><li><b>Collaborate with Integrated Services (20%)</b></li></ul>
<ul><li>Coordinate with Tax, Estate Planning, Insurance, and Investment teams to collect specialized input for each client's financial plan.</li>
<li>Consolidate, summarize, and verify all information to ensure alignment with the client's goals.</li>
<li>Track case activities and maintain accurate records in Salesforce (or similar CRM).</li>
</ul><ul><li><b>Create and Support Financial Planning Deliverables (40%)</b></li></ul>
<ul><li><b>Enter and update client data</b> in financial planning software (e.g., eMoney, MoneyGuidePro), ensuring accuracy and consistency.</li>
<li>Prepare initial proposals, plan summaries, and supporting documents based on the Advisor's recommendations.</li>
<li>Collaborate with Advisors to refine and finalize comprehensive financial plans, incorporating any updates or new information.</li>
<li>Adhere to best practices and established timelines to maintain a high standard of service quality.</li>
</ul><ul><li><b>Client Presentation Support (10%)</b></li></ul>
<ul><li>Organize and prepare meeting materials for Advisor-led client presentations.</li>
<li>Participate in client meetings when necessary to provide detailed insights or gather additional data.</li>
<li>Coordinate post-meeting follow-up activities, including updating client records and scheduling next steps.</li></ul></div><br>
<p>
</p><p><b>EXPERIENCE AND QUALIFICATIONS</b></p>
<ul>
<li>Bachelor's degree in finance, financial planning, economics, or related field (or equivalent work experience).</li>
<li>2&ndash;3 years of experience in financial services, with exposure to planning support, data entry, and documentation processes.</li>
<li>Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is highly preferred.</li>
<li>Demonstrated interest in pursuing professional designations (e.g., CFP&reg;) is a plus.</li>
<li>Strong organizational skills with meticulous attention to detail and accuracy.</li>
<li>Excellent verbal and written communication skills; enjoys collaborative teamwork.</li>
<li>Ability to manage multiple projects in a fast-paced, dynamic environment.</li>
<li>Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce or similar CRM is advantageous.</li>
<li>Must be in good compliance standing with all relevant regulations, rules, and internal policies.</li></ul><br>
<p></p>
<p><b>
PHYSICAL REQUIREMENT</b></p>
<p>
This position requires the ability to stand or sit for prolonged periods, lift up to 15 pounds, file documents in high or low cabinets, and use telephone and computer systems for extended durations.</p><div><p><b>
BENEFITS</b></p>
<p>
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:</p>
<ul>
<li>Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates</li>
<li>Dental insurance with MetLife</li>
<li>Vision insurance with VSP</li>
<li>Optional supplemental benefits</li>
<li>Healthcare savings accounts with company contribution</li>
<li>Flexible spending accounts</li>
<li>Flexible working arrangements</li>
<li>Generous 401K contributions</li>
<li>Exempt associates qualify for our flexible paid time off policy</li>
<li>Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment</li>
<li>11 Paid Holidays</li>
<li>Option to participate in our Equity Purchase Program</li>
<li>Future growth opportunities within the company</li>
</ul>
<p>In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.</p>
<p><i>
Benefits are available to full-time associates who work more than 30 hours a week.</i></p>
<p><i>
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.</i></p>
<p>
Allworth Financial participates in E-Verify. Click here for more information.</p>
<p>
California residents, click here for our privacy policy.</p></div></div>

Financial Planner

Financial Divisions

<p><strong>Financial Planning/Wealth Management</strong></p><p><strong>Office-based with Flexibility</strong></p><p>Benefits: 25 days holiday + bank holidays, Private Medical Insurance, Life Assurance, Pension, Income Replacement</p><p></p><p>An independent, nationwide Financial Planning firm who take pride in our client-centric approach, ensuring that every client receives thoughtful, tailored, and professional financial guidance.</p><p></p><p><strong>The Role</strong></p><p>You will play a key role in ensuring the smooth delivery of advice and support services to our valued clients. </p><p>Our environment is busy and fast-paced, so you'll need to be adaptable, detail-oriented, and a natural communicator who thrives in a team setting.</p><p><strong>Key Responsibilities</strong></p><p>Provide excellent service to clients via phone, email, and video.</p><p>Support Financial Planners with client meetings, including preparing complex meeting packs and managing diaries.</p><p>Liaise with providers, process client instructions, and handle enquiries efficiently.</p><p>Maintain accurate and up-to-date client records and documentation.</p><p>Collaborate closely with paraplanners and other internal teams to deliver high-quality Financial Planning advice.</p><p>Greet and assist clients/visitors in the office when required.</p><p><strong>About you:</strong></p><p>Proven experience in a Financial Planning support or administration role within financial services.</p><p>Strong knowledge of MS Office (Word, Excel, Teams, SharePoint).</p><p>Experience using Intelligent Office (IO) software.</p><p>Excellent organisational skills and attention to detail.</p><p>Strong numeracy and communication skills.</p><p>Ability to work to tight deadlines with minimal supervision.</p><p></p><p>Joining this business means being part of a forward-thinking firm that values collaboration, development, and excellence. You'll enjoy a supportive work culture, professional growth opportunities, and a benefits package designed to look after you and your well being.</p><p><strong>CV to Jim at Financial Divisions</strong></p>

Client Services - Hybrid - Manchester/Lancashire/Nottingham - To £35,000

Search 10000+ Financial planning support jobs near you this January. New roles added regularly across leading industries. Apply today.

10000 financial planning support jobs NEAR_ME

paraplanner

Paraplanner

Financial Plng Analyst IND

Financial Planning Administrator

Financial Planner

Client Services - Hybrid - Manchester/Lancashire/Nottingham - To £35,000

Client Services - Hybrid - Manchester/Lancashire/Nottingham - To £35,000