financial planning support

mbf.

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.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.Responsibilities will include;<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>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.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.The package details;<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>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.You will be joining a well-known and highly respected organisation with excellent career development opportunities.

paraplanner

recruitment22

Paraplanner - Remote - £45,000 A growing financial planning firm is seeking an experienced Paraplanner 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.The role:Working as part of a professional and collaborative team, you will provide technical support and ensure clients receive accurate, compliant, and timely financial recommendations.Key responsibilities include:<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>The person: 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.The benefits:<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>Remote working: 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. Unsure if you should apply? Or you don't have a CV?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.

Paraplanner

Financial Planning Administrator - Birmingham Salary: Up to £30,000 + bonus & benefitsLocation: Birmingham (Full-time, office-based initially, hybrid available after probation) An excellent opportunity has arisen for an experienced IFA Administrator 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. As a Financial Planning Administrator, 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. Key responsibilities: <ul> <li> Provide administrative support to Financial Planners and Paraplanners </li><li> Prepare and process new business and review documentation </li><li> Liaise with clients, providers, and other stakeholders to ensure smooth operations </li><li> Maintain accurate and compliant client records </li></ul> What's on offer: <ul> <li> Salary up to £30,000 plus bonus and benefits </li><li> Full-time, office-based initially with hybrid working after probation </li><li> Excellent training and ongoing professional development </li><li> Clear progression opportunities within the business </li><li> Friendly, professional, and supportive team environment </li></ul> Requirements: <ul> <li> Previous experience as an IFA or Financial Planning Administrator </li><li> Good knowledge of financial services processes and provider platforms </li><li> Strong organisational skills and attention to detail </li><li> Confident communicator with a proactive and professional approach </li></ul> This is a great opportunity for an experienced administrator looking to build a long-term career within a successful and growing financial planning business.

Financial Planning Administrator

Financial Divisions

Financial Planning/Wealth ManagementOffice-based with FlexibilityBenefits: 25 days holiday + bank holidays, Private Medical Insurance, Life Assurance, Pension, Income ReplacementAn independent, nationwide Financial Planning firm who take pride in our client-centric approach, ensuring that every client receives thoughtful, tailored, and professional financial guidance.The RoleYou will play a key role in ensuring the smooth delivery of advice and support services to our valued clients. 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.Key ResponsibilitiesProvide excellent service to clients via phone, email, and video.Support Financial Planners with client meetings, including preparing complex meeting packs and managing diaries.Liaise with providers, process client instructions, and handle enquiries efficiently.Maintain accurate and up-to-date client records and documentation.Collaborate closely with paraplanners and other internal teams to deliver high-quality Financial Planning advice.Greet and assist clients/visitors in the office when required.About you:Proven experience in a Financial Planning support or administration role within financial services.Strong knowledge of MS Office (Word, Excel, Teams, SharePoint).Experience using Intelligent Office (IO) software.Excellent organisational skills and attention to detail.Strong numeracy and communication skills.Ability to work to tight deadlines with minimal supervision.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.CV to Jim at Financial Divisions

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

NJR Recruitment

Paraplanner Leicestershire Salary up to 35,000 2 days hybrid working is available Free Parking available on site Exam funding Death in service & 25 Days Holiday NJR are currently representing a well-established Financial Planning practice who, due to their continued growth are now seeking an experienced Paraplanner to join their team. Our client operates an open and family culture and work from modern state of the art offices. The successful candidate you will be responsible for writing bespoke suitability reports and providing technical research services to the Managing Director. You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner; whilst mitigating any risks to the organisation as well as assisting with the achievement of Business targets. Responsibilities " Providing full Paraplanning/Administrative support, to a busy team of Financial Planners, including the preparation of suitability reports and supporting documentation, submitting new business and other transaction requests to providers. " Regular engagement with clients via telephone, email, and letter " You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents " Collect quantitative detailed information required to compile a Financial Plan. " Ensure that all compliance paperwork is present " Confirm client risk profile is determined " Identify and obtain the information necessary to compile financial cash flow forecast " Establish and build strong relationships with clients and attend client meetings with Planner if required. " Update cash flow models in preparation for review meetings The successful candidate will need to have proven experience working as a Paraplanner - preferably within an IFA environment with knowledge of Investment and Pension products. Ideally working towards Level 4 Diploma. You will be having excellent Microsoft and Excel skills solid communication and interpersonal skills. Our client is looking for someone with a can-do attitude, who can deliver a first-class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times. For further information please contact one of our specialist consultants quoting REF: NJR15624

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paraplanner

Paraplanner

Financial Planning Administrator

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

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

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

Paraplanner