paraplanner support

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

Paraplanner, Harrogate, Part Time Salary up to £45,000 pro rata (dependent upon experience), parking and excellent benefits Are you a Harrogate based Paraplanner looking for a Part Time opportunity?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 a Part Time opportunity that 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 (Part Time)

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

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

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

Mulberry Recruitment

Paraplanning Team LeaderSalary: £50,000-£52,000Reports to: Paraplanner ManagerLocation: Farnborough/Remote (1 day in the office every quarter)About the RoleAre you an experienced paraplanner ready to lead and inspire a team? This is a fantastic opportunity to step into a Team Leader role where you will blend technical expertise with leadership, overseeing the day-to-day running of a high-performing paraplanning team. You'll play a key role in ensuring advice is clear, compliant, and aligned with client needs all while helping paraplanners grow and succeed in their careers.Key ResponsibilitiesThis role is split into two core areas:Leadership & Team Management (Approx. 60%)Oversee daily workflow, ensuring timely case progression and effective case distribution.Monitor and report on team performance, supporting individuals to meet their targets.Mentor and support new starters and trainees to reach competency within agreed timelines.Deliver technical training and peer reviews to maintain high standards.Identify and drive process improvements, contributing to wider change initiatives.Maintain strong relationships with internal stakeholders (e.g., Compliance, Business Quality Unit).Act as a role model for best practice, deputising for the Paraplanner Manager when needed.Paraplanning & Technical Delivery (Approx. 40%)Review fact finds to ensure client needs are accurately captured and documented.Conduct thorough analysis using tools such as TVAS and annuity break-even analysis.Prepare high-quality, compliant draft suitability reports for adviser approval.Liaise with advisers and providers to gather information and clarify advice requirements.Work closely with the Business Quality Unit to ensure report accuracy and compliance.Skills & ExperienceStrong background in paraplanning, including Defined Benefit (DB) advice report writing (min. 1 year).Previous experience within an IFA environment is essential.Proven leadership, mentoring or training experience.Strong communication, analytical, and interpersonal skills.Knowledge & QualificationsIn-depth knowledge of pensions, especially DB transfers.Solid understanding of FCA regulations, KYC, and suitability requirements.Familiarity with whole-of-market financial products and providers.Level 4 Diploma in Financial Planning (essential).Working towards Chartered status (desirable).BenefitsPrivate Medical Insurance (self-cover)Income Protection (75% salary for 3 years)Life Assurance (4x salary)Critical Illness (£50,000 lump sum)Pension (6%)

Paraplanner Team Leader

Paraplanner - Wealth Management Location: Milton Keynes Salary: up to £45,000 (Experience dependent)Hybrid working We are representing a very well-established Firm of independent Financial Planners who have built up an excellent reputation within the Industry and as a result of their continues growth are now looking for an experienced Paraplanner to join their dynamic business,This is an exciting opportunity to be part of a professional, collaborative environment where high-quality client service and technical excellence are key priorities.Our Client Manages approximately 450 million of Clients assets which is growing by the day, the successful candidate will be working closely with 2/3 Financial Planners to execute bespoke Suitability reports. Benefits " AE Pension Scheme with 5% matched contributions after probationary period" 3 x DIS after probationary sign off" PHI and PMI after probationary sign off" Free onsite parking and virtual parking permit provided " Finish at 12 noon every Friday " Hybrid flexibility Key Responsibilities" Drafting and packaging high-quality suitability reports for Bonds, Pensions, and Investments" Proofreading and compiling reports, including printing and binding where required" Gathering and preparing illustrations, key features, KIIDs, and application forms" Conducting product and fund research in conjunction with the Portfolio Manager" Supporting technical queries and liaising with advisers, clients, and product providers" Cash Flow Modelling and contributing to client financial planning processes" Keeping technical knowledge of products, platforms, and providers up to date" Ensuring compliance by checking fact finds, AML documents, and client agreements" Updating and maintaining the back-office system (Intelligent Office)" Attending quarterly adviser days and contributing to the firm's CPD structureExperience and Skills Required" Diploma qualified (or working towards it)" Minimum of 2 years' experience in a Paraplanner role" Strong communication and problem-solving skills" Highly organised with excellent time management" Comfortable working independently and collaboratively within a teamSystems Knowledge" Confident with Microsoft Outlook, Word, and Excel (intermediate level)" Experience with back-office systems such as Intelligent Office (or similar)" Familiarity with tools such as ATEB, O&M Profiler, and FE Analytics" Working knowledge of platforms such as Quilter, Aviva, M&G, and Aegon ARC is desirableThis is a great opportunity for someone looking to take the next step in their Paraplanning career within a supportive and forward-thinking environment.If you are an experienced paraplanner, apply today via NJR Recruitment quoting NJR16097

Paraplanner - Wealth Management

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Paraplanner - Wealth Management