Trainee Financial Planner / IFA
- Paraplanners
- Sindlesham
Posted 1 month ago
- Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: Stockbridge
Trainee Financial Planner / IFA
- Paraplanners
- Sindlesham
Posted 1 month ago
- Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – Junior or Senior considered
Job Type: Paraplanners
Location: Bristol
Paraplanner – Junior or Senior considered
Based South of Bristol
Salary – £32,000 – £42,000 depending upon experience.
Are you a Paraplanner considering your next job move?
Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
- Would you like the opportunity to work for a Chartered company with a fantastic reputation, high staff retention, a collaborative approach with advisers and genuine progression opportunities?
If so, we have a role for you.
The role/company:
Our client is an expanding Independent Financial Advisory firm who hold Chartered status. Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word- of-mouth recommendations from other happy clients and professional connections.
- The role offers the opportunity for any Paraplanner to be exposed to a great variety of work from working collaboratively with the advisers – including research, cash flow and suitability letter writing.
- Full admin support is provided through the admin team
- You will work closely with one other experienced Paraplanner, as well as a Junior Paraplanner
- There is a clear pathway for progression into advice down the line – demonstrated by all 4 of the current Advisers beginning within an administrative role within the business.
- You will also be provided with full study support towards further exams to complete the diploma and move through to chartered if desired.
This is a fantastic opportunity for anyone who enjoys a close team and collaborative environment. We have had the pleasure of placing two Junior Paraplanners into the business now both of which are sill very happy, and over all the staff retention here is excellent.
Additional Information:
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client south of Bristol you will need to be a car driver
Person specification
A candidate who can demonstrate previous experience of supporting Advisers with technical aspects such as research, cash flow and suitability letter writing is desirable
A desirable factor would be for this candidate to hold the CII Diploma in Financial Planning or equivalent or be close to completion, but any efforts towards exams is desirable and continuing this professional development will be encouraged.
If you would like to learn more about this exciting opportunity, please Apply.
-
Job Type: Paraplanners
Location: Northampton
Paraplanner
Based Northampton
Salary: £33,000 – £45,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should
be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Would you like to work for a larger practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
There are 16 Advisers, and over 30 on the support side within the company
They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
Prepare cash flow reports and presentations for client meetings.
Research and stay up to date on industry trends, products, and regulations.
Collaborate with financial advisors to implement and execute client strategies.
Further information:
Full time, office-based role
7.5hrs per day – flexibly anytime between 8am-6pm
DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
22 days holiday initially increasing to 25 days.
Discretionary staff bonuses paid half yearly in May and October
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: Shaftesbury
Wealth Planning Administrator
Based Shaftesbury
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
-
Job Type: Paraplanners
Location: Bishops Stortford
Trainee Financial Planner / IFA
- Paraplanners
- Sindlesham
Posted 1 month ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Bishops Stortford
Paraplanner Team Leader
Location – Bishops Stortford
Salary £38,000 – £52,000
If you are an experienced Paraplanner who is looking for a new challenge then this may be the right opportunity for you…
One of our long standing clients, has opened up a new office in Bishops Stortford and is now looking for a Paraplanning Team leader to join their team.
This is a fantastic opportunity to be part of a growing office and progress into a management role.
In the office they have 3 Advisers, 1 x full time Administrator and this position is crucial to the growth of the business.
Whilst this office is brand new – you will be part of an established and successful wealth planning business that has 2 offices already.
- Working primarily with 3 Advisers
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports and cash flow forecasting. Supporting and mentoring more junior Paraplanners as the office grows
- There is hybrid working available with 1.5 x days working from home (after probation). Full range of benefits and salary up to £52,000 depending upon experience and qualifications.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type: Paraplanners
Location: Stockbridge
Paraplanner
Location: Stockbridge – with up to 3 days working from home
Salary: Up to £52,000 DOEAre you an experienced Paraplanner seeking a role where you can truly make an impact?
Do you value being part of a close-knit, collaborative team while maintaining a healthy work-life balance? If so, this could be the perfect opportunity for you.Our client, a well-established whole-of-market financial planning company, is excited to welcome a skilled Paraplanner to play a pivotal role in their team.
You’ll be the key technical expert, working closely with a team of four advisers, who are eager to collaborate with you as they establish a robust paraplanning function.This role offers the chance to make a real difference within the business.
As the primary Paraplanner, you’ll focus on the technical aspects, while a dedicated team of three administrators provides full support, allowing you to concentrate on what you do best.What makes this role stand out?
- Collaborative team culture: You’ll be joining a company where teamwork is truly valued. The advisers are committed to working closely with you to ensure success, and the company’s excellent staff retention speaks to the supportive environment.
- Work-life balance: Enjoy the flexibility of up to 3 days of remote work per week, along with core working hours of 9 to 5.
- A key role in the business: Up Until now the Advisers have conducted their own paraplanning, but they are hugely eager to introduce a paraplanner into the team and will cooperate and collaborate with you to help build a successful paraplanning function within the business. You’ll be the go-to technical expert, with the opportunity to significantly shape the paraplanning function.
About You:The ideal candidate will have:
- Strong knowledge of the wealth planning process, including research, product, and platform expertise.
- Experience drafting suitability letters and providing high-level technical support to advisers.
- The Level 4 Diploma in Financial Planning (desirable but not essential).
If this role sounds like the next step for your career then please get in touch.
-
Job Type: Sales Support
Location: Harrogate
Wealth Planning Administrator
Location: Harrogate
Salary: £25,000 – £32,000 depending upon experience
Hours: Full time
- Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
- Or are you feeling like your career is developing enough with your current practice?
- Or maybe you don’t feel valued and looking for a wealth planning practice that prioritises staff development?
If so, then we may have the opportunity for you…
The role/Company:
- Our client is a wealth planning practice based in Harrogate
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion – already growingfrom 7 to 14 Advisers over the last 3 years
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with assigned Advisers and provide full admin support – the range of which will depend upon your experience
As a Wealth Planning Administrator:
- You will need previous experience within a wealth planning practice
- You may have taken some professional qualifications already however this is not essential
If you are ready for a change to an expanding wealth planning practice then please apply.
- Please note your application will be automatically rejected if you do not have wealth planning experience
-
Job Type: Sales Support
Location: Shaftesbury
Trainee Financial Planner / IFA
- Paraplanners
- Sindlesham
Posted 1 month ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Harrogate
Wealth Planning Administrator
Location: Harrogate
Salary: £25,000 – £32,000 depending upon experience
Hours: Full time
- Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
- Or are you feeling like your career is developing enough with your current practice?
- Or maybe you don’t feel valued and looking for a wealth planning practice that prioritises staff development?
If so, then we may have the opportunity for you…
The role/Company:
- Our client is a wealth planning practice based in Harrogate
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion – already growingfrom 7 to 14 Advisers over the last 3 years
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with assigned Advisers and provide full admin support – the range of which will depend upon your experience
As a Wealth Planning Administrator:
- You will need previous experience within a wealth planning practice
- You may have taken some professional qualifications already however this is not essential
If you are ready for a change to an expanding wealth planning practice then please apply.
- Please note your application will be automatically rejected if you do not have wealth planning experience
-
Job Type: Paraplanners
Location: Northampton
Paraplanner
Based Northampton
Salary: £33,000 – £45,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should
be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Would you like to work for a larger practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
There are 16 Advisers, and over 30 on the support side within the company
They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
Prepare cash flow reports and presentations for client meetings.
Research and stay up to date on industry trends, products, and regulations.
Collaborate with financial advisors to implement and execute client strategies.
Further information:
Full time, office-based role
7.5hrs per day – flexibly anytime between 8am-6pm
DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
22 days holiday initially increasing to 25 days.
Discretionary staff bonuses paid half yearly in May and October
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
-
Paraplanner – Junior or Senior considered
Job Type: Paraplanners
Location: Bristol
Paraplanner – Junior or Senior considered
Based South of Bristol
Salary – £32,000 – £42,000 depending upon experience.
Are you a Paraplanner considering your next job move?
Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
- Would you like the opportunity to work for a Chartered company with a fantastic reputation, high staff retention, a collaborative approach with advisers and genuine progression opportunities?
If so, we have a role for you.
The role/company:
Our client is an expanding Independent Financial Advisory firm who hold Chartered status. Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word- of-mouth recommendations from other happy clients and professional connections.
- The role offers the opportunity for any Paraplanner to be exposed to a great variety of work from working collaboratively with the advisers – including research, cash flow and suitability letter writing.
- Full admin support is provided through the admin team
- You will work closely with one other experienced Paraplanner, as well as a Junior Paraplanner
- There is a clear pathway for progression into advice down the line – demonstrated by all 4 of the current Advisers beginning within an administrative role within the business.
- You will also be provided with full study support towards further exams to complete the diploma and move through to chartered if desired.
This is a fantastic opportunity for anyone who enjoys a close team and collaborative environment. We have had the pleasure of placing two Junior Paraplanners into the business now both of which are sill very happy, and over all the staff retention here is excellent.
Additional Information:
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client south of Bristol you will need to be a car driver
Person specification
A candidate who can demonstrate previous experience of supporting Advisers with technical aspects such as research, cash flow and suitability letter writing is desirable
A desirable factor would be for this candidate to hold the CII Diploma in Financial Planning or equivalent or be close to completion, but any efforts towards exams is desirable and continuing this professional development will be encouraged.
If you would like to learn more about this exciting opportunity, please Apply.
Job Type: Paraplanners
Location: Stockbridge
Trainee Financial Planner / IFA
- Paraplanners
- Sindlesham
Posted 1 month ago
- Applications have closed
Related Jobs
-
Paraplanner – Junior or Senior considered
Job Type: Paraplanners
Location: Bristol
Paraplanner – Junior or Senior considered
Based South of Bristol
Salary – £32,000 – £42,000 depending upon experience.
Are you a Paraplanner considering your next job move?
Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
- Would you like the opportunity to work for a Chartered company with a fantastic reputation, high staff retention, a collaborative approach with advisers and genuine progression opportunities?
If so, we have a role for you.
The role/company:
Our client is an expanding Independent Financial Advisory firm who hold Chartered status. Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word- of-mouth recommendations from other happy clients and professional connections.
- The role offers the opportunity for any Paraplanner to be exposed to a great variety of work from working collaboratively with the advisers – including research, cash flow and suitability letter writing.
- Full admin support is provided through the admin team
- You will work closely with one other experienced Paraplanner, as well as a Junior Paraplanner
- There is a clear pathway for progression into advice down the line – demonstrated by all 4 of the current Advisers beginning within an administrative role within the business.
- You will also be provided with full study support towards further exams to complete the diploma and move through to chartered if desired.
This is a fantastic opportunity for anyone who enjoys a close team and collaborative environment. We have had the pleasure of placing two Junior Paraplanners into the business now both of which are sill very happy, and over all the staff retention here is excellent.
Additional Information:
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client south of Bristol you will need to be a car driver
Person specification
A candidate who can demonstrate previous experience of supporting Advisers with technical aspects such as research, cash flow and suitability letter writing is desirable
A desirable factor would be for this candidate to hold the CII Diploma in Financial Planning or equivalent or be close to completion, but any efforts towards exams is desirable and continuing this professional development will be encouraged.
If you would like to learn more about this exciting opportunity, please Apply.
-
Job Type: Paraplanners
Location: Northampton
Paraplanner
Based Northampton
Salary: £33,000 – £45,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should
be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Would you like to work for a larger practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
There are 16 Advisers, and over 30 on the support side within the company
They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
Prepare cash flow reports and presentations for client meetings.
Research and stay up to date on industry trends, products, and regulations.
Collaborate with financial advisors to implement and execute client strategies.
Further information:
Full time, office-based role
7.5hrs per day – flexibly anytime between 8am-6pm
DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
22 days holiday initially increasing to 25 days.
Discretionary staff bonuses paid half yearly in May and October
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: Shaftesbury
Wealth Planning Administrator
Based Shaftesbury
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
Paraplanner – Junior or Senior considered
Job Type: Paraplanners
Location: Bristol
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
- Would you like the opportunity to work for a Chartered company with a fantastic reputation, high staff retention, a collaborative approach with advisers and genuine progression opportunities?
- The role offers the opportunity for any Paraplanner to be exposed to a great variety of work from working collaboratively with the advisers – including research, cash flow and suitability letter writing.
- Full admin support is provided through the admin team
- You will work closely with one other experienced Paraplanner, as well as a Junior Paraplanner
- There is a clear pathway for progression into advice down the line – demonstrated by all 4 of the current Advisers beginning within an administrative role within the business.
- You will also be provided with full study support towards further exams to complete the diploma and move through to chartered if desired.
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client south of Bristol you will need to be a car driver
Job Type: Paraplanners
Location: Northampton
Paraplanner
Based Northampton
Salary: £33,000 – £45,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should
be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Would you like to work for a larger practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
There are 16 Advisers, and over 30 on the support side within the company
They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
Prepare cash flow reports and presentations for client meetings.
Research and stay up to date on industry trends, products, and regulations.
Collaborate with financial advisors to implement and execute client strategies.
Further information:
Full time, office-based role
7.5hrs per day – flexibly anytime between 8am-6pm
DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
22 days holiday initially increasing to 25 days.
Discretionary staff bonuses paid half yearly in May and October
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
Job Type: Sales Support
Location: Shaftesbury
Wealth Planning Administrator
Based Shaftesbury
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
Job Type: Paraplanners
Location: Bishops Stortford
Trainee Financial Planner / IFA
- Paraplanners
- Sindlesham
Posted 1 month ago
- Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: Bishops Stortford
Paraplanner Team Leader
Location – Bishops Stortford
Salary £38,000 – £52,000
If you are an experienced Paraplanner who is looking for a new challenge then this may be the right opportunity for you…
One of our long standing clients, has opened up a new office in Bishops Stortford and is now looking for a Paraplanning Team leader to join their team.
This is a fantastic opportunity to be part of a growing office and progress into a management role.
In the office they have 3 Advisers, 1 x full time Administrator and this position is crucial to the growth of the business.
Whilst this office is brand new – you will be part of an established and successful wealth planning business that has 2 offices already.
- Working primarily with 3 Advisers
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports and cash flow forecasting. Supporting and mentoring more junior Paraplanners as the office grows
- There is hybrid working available with 1.5 x days working from home (after probation). Full range of benefits and salary up to £52,000 depending upon experience and qualifications.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type: Paraplanners
Location: Stockbridge
Paraplanner
Location: Stockbridge – with up to 3 days working from home
Salary: Up to £52,000 DOEAre you an experienced Paraplanner seeking a role where you can truly make an impact?
Do you value being part of a close-knit, collaborative team while maintaining a healthy work-life balance? If so, this could be the perfect opportunity for you.Our client, a well-established whole-of-market financial planning company, is excited to welcome a skilled Paraplanner to play a pivotal role in their team.
You’ll be the key technical expert, working closely with a team of four advisers, who are eager to collaborate with you as they establish a robust paraplanning function.This role offers the chance to make a real difference within the business.
As the primary Paraplanner, you’ll focus on the technical aspects, while a dedicated team of three administrators provides full support, allowing you to concentrate on what you do best.What makes this role stand out?
- Collaborative team culture: You’ll be joining a company where teamwork is truly valued. The advisers are committed to working closely with you to ensure success, and the company’s excellent staff retention speaks to the supportive environment.
- Work-life balance: Enjoy the flexibility of up to 3 days of remote work per week, along with core working hours of 9 to 5.
- A key role in the business: Up Until now the Advisers have conducted their own paraplanning, but they are hugely eager to introduce a paraplanner into the team and will cooperate and collaborate with you to help build a successful paraplanning function within the business. You’ll be the go-to technical expert, with the opportunity to significantly shape the paraplanning function.
About You:The ideal candidate will have:
- Strong knowledge of the wealth planning process, including research, product, and platform expertise.
- Experience drafting suitability letters and providing high-level technical support to advisers.
- The Level 4 Diploma in Financial Planning (desirable but not essential).
If this role sounds like the next step for your career then please get in touch.
-
Job Type: Sales Support
Location: Harrogate
Wealth Planning Administrator
Location: Harrogate
Salary: £25,000 – £32,000 depending upon experience
Hours: Full time
- Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
- Or are you feeling like your career is developing enough with your current practice?
- Or maybe you don’t feel valued and looking for a wealth planning practice that prioritises staff development?
If so, then we may have the opportunity for you…
The role/Company:
- Our client is a wealth planning practice based in Harrogate
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion – already growingfrom 7 to 14 Advisers over the last 3 years
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with assigned Advisers and provide full admin support – the range of which will depend upon your experience
As a Wealth Planning Administrator:
- You will need previous experience within a wealth planning practice
- You may have taken some professional qualifications already however this is not essential
If you are ready for a change to an expanding wealth planning practice then please apply.
- Please note your application will be automatically rejected if you do not have wealth planning experience
Job Type: Paraplanners
Location: Bishops Stortford
Paraplanner Team Leader
Location – Bishops Stortford
Salary £38,000 – £52,000
If you are an experienced Paraplanner who is looking for a new challenge then this may be the right opportunity for you…
One of our long standing clients, has opened up a new office in Bishops Stortford and is now looking for a Paraplanning Team leader to join their team.
This is a fantastic opportunity to be part of a growing office and progress into a management role.
In the office they have 3 Advisers, 1 x full time Administrator and this position is crucial to the growth of the business.
Whilst this office is brand new – you will be part of an established and successful wealth planning business that has 2 offices already.
- Working primarily with 3 Advisers
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports and cash flow forecasting. Supporting and mentoring more junior Paraplanners as the office grows
- There is hybrid working available with 1.5 x days working from home (after probation). Full range of benefits and salary up to £52,000 depending upon experience and qualifications.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
Job Type: Paraplanners
Location: Stockbridge
Paraplanner
Location: Stockbridge – with up to 3 days working from home
Salary: Up to £52,000 DOEAre you an experienced Paraplanner seeking a role where you can truly make an impact?
Do you value being part of a close-knit, collaborative team while maintaining a healthy work-life balance? If so, this could be the perfect opportunity for you.Our client, a well-established whole-of-market financial planning company, is excited to welcome a skilled Paraplanner to play a pivotal role in their team.
You’ll be the key technical expert, working closely with a team of four advisers, who are eager to collaborate with you as they establish a robust paraplanning function.This role offers the chance to make a real difference within the business.
As the primary Paraplanner, you’ll focus on the technical aspects, while a dedicated team of three administrators provides full support, allowing you to concentrate on what you do best.What makes this role stand out?
- Collaborative team culture: You’ll be joining a company where teamwork is truly valued. The advisers are committed to working closely with you to ensure success, and the company’s excellent staff retention speaks to the supportive environment.
- Work-life balance: Enjoy the flexibility of up to 3 days of remote work per week, along with core working hours of 9 to 5.
- A key role in the business: Up Until now the Advisers have conducted their own paraplanning, but they are hugely eager to introduce a paraplanner into the team and will cooperate and collaborate with you to help build a successful paraplanning function within the business. You’ll be the go-to technical expert, with the opportunity to significantly shape the paraplanning function.
About You:The ideal candidate will have:
- Strong knowledge of the wealth planning process, including research, product, and platform expertise.
- Experience drafting suitability letters and providing high-level technical support to advisers.
- The Level 4 Diploma in Financial Planning (desirable but not essential).
If this role sounds like the next step for your career then please get in touch.
Job Type: Sales Support
Location: Harrogate
Wealth Planning Administrator
Location: Harrogate
Salary: £25,000 – £32,000 depending upon experience
Hours: Full time
- Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
- Or are you feeling like your career is developing enough with your current practice?
- Or maybe you don’t feel valued and looking for a wealth planning practice that prioritises staff development?
If so, then we may have the opportunity for you…
The role/Company:
- Our client is a wealth planning practice based in Harrogate
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion – already growingfrom 7 to 14 Advisers over the last 3 years
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with assigned Advisers and provide full admin support – the range of which will depend upon your experience
As a Wealth Planning Administrator:
- You will need previous experience within a wealth planning practice
- You may have taken some professional qualifications already however this is not essential
If you are ready for a change to an expanding wealth planning practice then please apply.
- Please note your application will be automatically rejected if you do not have wealth planning experience
Job Type: Sales Support
Location: Shaftesbury
Trainee Financial Planner / IFA
- Paraplanners
- Sindlesham
Posted 1 month ago
- Applications have closed
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Job Type: Sales Support
Location: Harrogate
Wealth Planning Administrator
Location: Harrogate
Salary: £25,000 – £32,000 depending upon experience
Hours: Full time
- Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
- Or are you feeling like your career is developing enough with your current practice?
- Or maybe you don’t feel valued and looking for a wealth planning practice that prioritises staff development?
If so, then we may have the opportunity for you…
The role/Company:
- Our client is a wealth planning practice based in Harrogate
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion – already growingfrom 7 to 14 Advisers over the last 3 years
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with assigned Advisers and provide full admin support – the range of which will depend upon your experience
As a Wealth Planning Administrator:
- You will need previous experience within a wealth planning practice
- You may have taken some professional qualifications already however this is not essential
If you are ready for a change to an expanding wealth planning practice then please apply.
- Please note your application will be automatically rejected if you do not have wealth planning experience
-
Job Type: Paraplanners
Location: Northampton
Paraplanner
Based Northampton
Salary: £33,000 – £45,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should
be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Would you like to work for a larger practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
There are 16 Advisers, and over 30 on the support side within the company
They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
Prepare cash flow reports and presentations for client meetings.
Research and stay up to date on industry trends, products, and regulations.
Collaborate with financial advisors to implement and execute client strategies.
Further information:
Full time, office-based role
7.5hrs per day – flexibly anytime between 8am-6pm
DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
22 days holiday initially increasing to 25 days.
Discretionary staff bonuses paid half yearly in May and October
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
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Paraplanner – Junior or Senior considered
Job Type: Paraplanners
Location: Bristol
Paraplanner – Junior or Senior considered
Based South of Bristol
Salary – £32,000 – £42,000 depending upon experience.
Are you a Paraplanner considering your next job move?
Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
- Would you like the opportunity to work for a Chartered company with a fantastic reputation, high staff retention, a collaborative approach with advisers and genuine progression opportunities?
If so, we have a role for you.
The role/company:
Our client is an expanding Independent Financial Advisory firm who hold Chartered status. Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word- of-mouth recommendations from other happy clients and professional connections.
- The role offers the opportunity for any Paraplanner to be exposed to a great variety of work from working collaboratively with the advisers – including research, cash flow and suitability letter writing.
- Full admin support is provided through the admin team
- You will work closely with one other experienced Paraplanner, as well as a Junior Paraplanner
- There is a clear pathway for progression into advice down the line – demonstrated by all 4 of the current Advisers beginning within an administrative role within the business.
- You will also be provided with full study support towards further exams to complete the diploma and move through to chartered if desired.
This is a fantastic opportunity for anyone who enjoys a close team and collaborative environment. We have had the pleasure of placing two Junior Paraplanners into the business now both of which are sill very happy, and over all the staff retention here is excellent.
Additional Information:
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client south of Bristol you will need to be a car driver
Person specification
A candidate who can demonstrate previous experience of supporting Advisers with technical aspects such as research, cash flow and suitability letter writing is desirable
A desirable factor would be for this candidate to hold the CII Diploma in Financial Planning or equivalent or be close to completion, but any efforts towards exams is desirable and continuing this professional development will be encouraged.
If you would like to learn more about this exciting opportunity, please Apply.
Job Type: Sales Support
Location: Harrogate
Wealth Planning Administrator
Location: Harrogate
Salary: £25,000 – £32,000 depending upon experience
Hours: Full time
- Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
- Or are you feeling like your career is developing enough with your current practice?
- Or maybe you don’t feel valued and looking for a wealth planning practice that prioritises staff development?
If so, then we may have the opportunity for you…
The role/Company:
- Our client is a wealth planning practice based in Harrogate
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion – already growingfrom 7 to 14 Advisers over the last 3 years
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with assigned Advisers and provide full admin support – the range of which will depend upon your experience
As a Wealth Planning Administrator:
- You will need previous experience within a wealth planning practice
- You may have taken some professional qualifications already however this is not essential
If you are ready for a change to an expanding wealth planning practice then please apply.
- Please note your application will be automatically rejected if you do not have wealth planning experience
Job Type: Paraplanners
Location: Northampton
Paraplanner
Based Northampton
Salary: £33,000 – £45,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should
be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Would you like to work for a larger practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
There are 16 Advisers, and over 30 on the support side within the company
They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
Prepare cash flow reports and presentations for client meetings.
Research and stay up to date on industry trends, products, and regulations.
Collaborate with financial advisors to implement and execute client strategies.
Further information:
Full time, office-based role
7.5hrs per day – flexibly anytime between 8am-6pm
DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
22 days holiday initially increasing to 25 days.
Discretionary staff bonuses paid half yearly in May and October
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
Paraplanner – Junior or Senior considered
Job Type: Paraplanners
Location: Bristol
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
- Would you like the opportunity to work for a Chartered company with a fantastic reputation, high staff retention, a collaborative approach with advisers and genuine progression opportunities?
- The role offers the opportunity for any Paraplanner to be exposed to a great variety of work from working collaboratively with the advisers – including research, cash flow and suitability letter writing.
- Full admin support is provided through the admin team
- You will work closely with one other experienced Paraplanner, as well as a Junior Paraplanner
- There is a clear pathway for progression into advice down the line – demonstrated by all 4 of the current Advisers beginning within an administrative role within the business.
- You will also be provided with full study support towards further exams to complete the diploma and move through to chartered if desired.
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client south of Bristol you will need to be a car driver