paraplanner

Aspire Recruitment Solutions

Paraplanner, Harrogate, Salary up to £50,000 (dependent upon experience), parking and excellent benefits Are you a Harrogate based Paraplanner looking for your next career move? Are you looking for an opportunity to progress your career within the Financial Services industry?Are you an experienced Paraplanner, not necessarily Diploma qualified right not but happy to be supported with study time and paid exams for the future? Then this could be a fantastic opportunity for you. The main purpose of the role: <ul> <li>Providing technical, research and administrative support</li><li>Production of compliant and detailed Suitability Reports</li><li>Ensure all client records are fully compliant and up to date</li><li>Annual client reviews</li></ul> In order to apply you will need to have: <ul> <li>At least two years' experience, as a Paraplanner working for an IFA firm</li><li>Experienced in writing reports, including reviews and new business</li><li>Ability to work on own initiative and as part of a team</li><li>Diploma qualified to level 4 preferred but not essential</li><li>Full time preferred but part time considered</li></ul> 27 days' holiday per annum, plus statutory holidays Group pension scheme 2x DIS Parking on site In return you will earn an excellent salary, flexible working, fantastic benefits and have the opportunity to grow your career in the direction that you want it to grow. If this does sound like something you would be interested in and you would like to discuss further and you do meet the above criteria, please do not hesitate to apply or get in touch for an initial chat. Contact HELEN SPRIGGS on LINKEDIN

Paraplanner

NJR Recruitment

Paraplanner - WarwickLocation: Warwick Salary: Up to £38,000 DOE BenefitsFull-Time Permanent 37.5 Hours per WeekNJR Recruitment is proud to be working with a well-respected wealth management firm seeking an experienced Paraplanner to join their Warwick office. You'll be part of a collaborative, forward-thinking team that delivers tailored financial solutions to clients, ensuring all advice is compliant, thorough, and client-focused.Key Responsibilities<ul><li>Support financial planners by conducting in-depth research on financial products, funds, and providers</li><li>Create high-quality suitability reports for pensions, investments, and protection cases</li><li>Prepare cashflow modelling and detailed financial analysis</li><li>Maintain due diligence and ensure all client files meet FCA requirements</li><li>Liaise with clients, advisers, and administrators to gather and verify information</li><li>Assist in identifying planning opportunities and solutions to meet client goals</li></ul>What We're Looking For<ul><li>Minimum of 2 years' paraplanning experience in an IFA/wealth management setting</li><li>Level 4 Diploma in Regulated Financial Planning (or working towards)</li><li>Strong technical knowledge across a range of financial products</li><li>Excellent report writing skills and attention to detail</li><li>Confident in using financial planning software and Microsoft Office</li></ul>What's on Offer<ul><li>Competitive salary up to £38,000 DOE</li><li>3% employer pension contribution</li><li>23 days holiday bank holidays (increasing with service)</li><li>Life cover, income protection, and company sick pay</li><li>Opportunities for ongoing professional development and qualifications</li></ul>Apply NowIf you're a skilled and ambitious Paraplanner ready to join a firm that values long-term planning, human connection, and technical excellence, we want to hear from you. Apply today through NJR Recruitment and take the next meaningful step in your career.NJR15991

Finlink Ltd

ParaplannerLiverpool City CentreHybrid working Up to £45k 9 Day working fortnightThis role is ideal for a Paraplanner with 2+ Years experience seeking a professional, supportive environment with the flexibility to balance office and home working. You'll be joining a respected advisory business that values accuracy, teamwork, and progression - making it an excellent fit for someone who enjoys producing high-quality technical work and contributing to the client journey. Level 4 Diploma or nearing completion is desirable.Based in a modern city centre office in Liverpool, the team enjoys a professional, collaborative environment with easy access to transport links, cafés, and local amenities.The BusinessThe firm is a well-established, directly authorised financial planning practice providing independent advice across investments, pensions, and protection. With a growing adviser team and strong client relationships, they prioritise long-term service quality over volume. You'll be joining a business that invests in technology, professional development, and creating a collaborative workplace where paraplanners are seen as central to client outcomes.The RoleYou'll work closely with advisers to research, analyse, and prepare detailed suitability reports across a range of financial planning areas. Typical work includes preparing recommendations, liaising with providers, ensuring compliance standards are met, and maintaining accurate client records.You'll have the autonomy to manage your workload and the support of an experienced team who share ideas and best practice. For someone who enjoys problem-solving and contributing to strategic client planning, this role offers the chance to make a visible impact.The Benefits<ul><li>Salary up to £45k</li><li>9 Day fortnight</li><li>Hybrid working</li><li>25 days annual leave + bank holidays & Christmas Shutdown</li><li>Death in Service</li><li>Private medical scheme</li><li>Employer pension contributions</li><li>Funded study support toward Level 4 Diploma and further development opportunities</li></ul>How to ApplyClick 'Apply Now' to submit your CV - it takes less than a minute.Shortlisted candidates will be contacted for a short introductory call, followed by a two-stage interview process including a technical discussion and informal meeting with the team.

Paraplanner Southport Hybrid working Up to £45k 9 Day working fortnight This role is ideal for a Paraplanner with 2+ Years experience seeking a professional, supportive environment with the flexibility to balance office and home working. You'll be joining a respected advisory business that values accuracy, teamwork, and progression - making it an excellent fit for someone who enjoys producing high-quality technical work and contributing to the client journey. Level 4 Diploma or nearing completion is desirable. The BusinessThe firm is a well-established, directly authorised financial planning practice providing independent advice across investments, pensions, and protection. With a growing adviser team and strong client relationships, they prioritise long-term service quality over volume. You'll be joining a business that invests in technology, professional development, and creating a collaborative workplace where paraplanners are seen as central to client outcomes. The role is based in their head office, located in the town centre, a short walk from the train station. The RoleYou'll work closely with advisers to research, analyse, and prepare detailed suitability reports across a range of financial planning areas. Typical work includes preparing recommendations, liaising with providers, ensuring compliance standards are met, and maintaining accurate client records.You'll have the autonomy to manage your workload and the support of an experienced team who share ideas and best practice. For someone who enjoys problem-solving and contributing to strategic client planning, this role offers the chance to make a visible impact.The Benefits<ul><li>Salary up to £45k</li><li>9 Day fortnight</li><li>Hybrid working </li><li>25 days annual leave + bank holidays & Christmas Shutdown.</li><li>Death in Service</li><li>Private medical scheme </li><li>Employer pension contributions</li><li>Funded study support toward Level 4 Diploma and further development opportunities</li></ul>How to ApplyClick 'Apply Now' to submit your CV - it takes less than a minute. Shortlisted candidates will be contacted for a short introductory call, followed by a two-stage interview process including a technical discussion and informal meeting with the team.

Eden Rose

Paraplanner - Cornwall / Plymouth (Progression to Adviser)Location: Office-based near Liskeard (30-40 mins from Plymouth)Salary: Up to £45,000 + performance-related bonus ( £8,000 OTE)Experience: Minimum 5 years paraplanning Level 4 Diploma essentialFuture: Clear route to Financial Adviser within 2-3 yearsAbout the FirmJoin a long-established, independent wealth management practice based in Cornwall, recognised for delivering high-quality, client-focused financial advice across the South West.The business has built an excellent reputation for its personal approach, stability, and integrity - and now seeks a talented Paraplanner to support its next phase of growth. This is a genuinely exciting opportunity for someone looking to transition into advice in the near future, within a respected, close-knit firm.The RoleWorking closely with two advisers and the wider technical team, you will:<ul><li>Produce accurate and compliant financial planning reports across a broad range of advice areas.</li><li>Conduct in-depth product and investment research to support client recommendations.</li><li>Work collaboratively with advisers to ensure the best client outcomes.</li><li>Play a key role in improving processes and driving efficiency within the firm.</li><li>Over time, develop your skills and experience to move into an Adviser role (mentored and supported by senior management).</li></ul>What We're Looking For<ul><li>Minimum 5 years' experience as a Paraplanner.</li><li>Level 4 Diploma qualified (working toward Chartered preferred).</li><li>Confident communicator with excellent technical knowledge and attention to detail.</li><li>Ambitious, proactive, and keen to progress into advice.</li><li>Mature and personable, capable of engaging directly with clients.</li></ul>What's On Offer<ul><li>Salary: £40,000-£45,000 base (DOE)</li><li>Bonus: Up to £8,000 annual performance bonus (non-guaranteed)</li><li>Benefits:</li><li>25 days holiday + bank holidays</li><li>3-4% employer pension contribution</li><li>Funded professional development and mentoring</li><li>Modern office environment (Liskeard area)</li><li>Office-based role (hybrid flexibility after probation)</li><li>Opportunity to progress into a Financial Adviser role within 2-3 years</li></ul>If you're a qualified Paraplanner seeking long-term progression in a supportive, forward-thinking firm that values people as much as performance, this is an opportunity not to miss.For a confidential discussion, please apply for a confidential conversation

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 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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