An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas. This full-time role offers salary up to £50,000 and benefits.
You will be responsible for:
? Reviewing client documentation and adviser meeting notes to extract key planning requirements.
? Carrying out detailed financial analysis, including cashflow projections and investment reviews.
? Researching pensions, investments, protection and estate planning options.
? Drafting suitability reports tailored to clients individual circumstances and goals.
? Preparing technical illustrations and disclosure documentation.
? Supporting advisers ahead of client meetings with accurate data and insights.
? Collaborating with the wider team to ensure timely case progression.
? Ensuring all advice and documentation remains compliant with current regulations.
? Maintaining contact with providers and contributing to investment discussions.
What we are looking for:
? Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role.
? At least 4 years' experience in Paraplanning.
? Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications).
? Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics.
? In-depth technical understanding of pensions, investments, taxation, trusts and estate planning.
What's on offer:
? Competitive salary
? 25 days holiday plus bank holidays
? Company pension scheme
? Annual discretionary bonus
? Death in service cover
? Free on-site parking
This is a great opportunity to ....Read more...
An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas. This full-time role offers salary up to £50,000 and benefits.
You will be responsible for:
? Reviewing client documentation and adviser meeting notes to extract key planning requirements.
? Carrying out detailed financial analysis, including cashflow projections and investment reviews.
? Researching pensions, investments, protection and estate planning options.
? Drafting suitability reports tailored to clients individual circumstances and goals.
? Preparing technical illustrations and disclosure documentation.
? Supporting advisers ahead of client meetings with accurate data and insights.
? Collaborating with the wider team to ensure timely case progression.
? Ensuring all advice and documentation remains compliant with current regulations.
? Maintaining contact with providers and contributing to investment discussions.
What we are looking for:
? Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role.
? At least 4 years' experience in Paraplanning.
? Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications).
? Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics.
? In-depth technical understanding of pensions, investments, taxation, trusts and estate planning.
What's on offer:
? Competitive salary
? 25 days holiday plus bank holidays
? Company pension scheme
? Annual discretionary bonus
? Death in service cover
? Free on-site parking
This is a great opportunity to ....Read more...
Are you an experienced Corporate Solicitor looking for a new and exciting challenge? A leading global firm is seeking a talented In-house Corporate Lawyer to join their dynamic and expanding legal team in Bristol.
About the Firm
This firm is a fast-growing legal practice offering clients fully integrated, multi-disciplinary solutions. You’ll work alongside top-tier professionals in a collaborative and innovative environment that breaks away from the traditional law firm model.
Job Role
As a Corporate Lawyer, you’ll deliver strategic and practical legal advice on a broad range of UK and cross-border corporate matters. You will lead client engagements, manage multi-jurisdictional transactions, and play a key role in the continued growth of the corporate legal offering.
Key Responsibilities
Advising on M&A, joint ventures, equity investments, corporate structuring, and reorganisations • Leading on complex transactions from start to finish • Supporting business development initiatives across the firm • Collaborating with internal teams to deliver multi-disciplinary client solutions • Mentoring and developing junior team members • Managing high-profile domestic and international clients across sectors
Job Requirements
UK-qualified solicitor with a minimum of 5 years PQE in corporate law • Strong experience in M&A, equity investments, and restructuring work • Excellent communication and client-facing skills • Ability to manage high-value, multi-jurisdictional matters • A proactive and entrepreneurial mindset • Prior experience supervising or mentoring more junior lawyers is desirable
What’s on Offer
Market-leading salary and benefits package • Flexible hybrid working options • Genuine career progression in a modern, growing legal team • High-quality, complex, and varied corporate work • Opportunities to collaborate with tax, consulting, and advisory specialists • Supportive and inclusive culture focused on innovation and professional growth
If you would be interested in knowing more about this Bristol based In-house Corporate Lawyer role, please contact Jenny Vickerstaff on 0161 831 6866 or email jenny.vickerstaff@saccomann.com....Read more...
An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas. This full-time role offers salary up to £50,000 and benefits.
You will be responsible for:
* Reviewing client documentation and adviser meeting notes to extract key planning requirements.
* Carrying out detailed financial analysis, including cashflow projections and investment reviews.
* Researching pensions, investments, protection and estate planning options.
* Drafting suitability reports tailored to clients individual circumstances and goals.
* Preparing technical illustrations and disclosure documentation.
* Supporting advisers ahead of client meetings with accurate data and insights.
* Collaborating with the wider team to ensure timely case progression.
* Ensuring all advice and documentation remains compliant with current regulations.
* Maintaining contact with providers and contributing to investment discussions.
What we are looking for:
* Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role.
* At least 4 years' experience in Paraplanning.
* Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications).
* Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics.
* In-depth technical understanding of pensions, investments, taxation, trusts and estate planning.
What's on offer:
* Competitive salary
* 25 days holiday plus bank holidays
* Company pension scheme
* Annual discretionary bonus
* Death in service cover
* Free on-site parking
This is a great opportunity to join a well-supported and trusted team within a stable organisation.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas. This full-time role offers salary up to £50,000 and benefits.
You will be responsible for:
* Reviewing client documentation and adviser meeting notes to extract key planning requirements.
* Carrying out detailed financial analysis, including cashflow projections and investment reviews.
* Researching pensions, investments, protection and estate planning options.
* Drafting suitability reports tailored to clients individual circumstances and goals.
* Preparing technical illustrations and disclosure documentation.
* Supporting advisers ahead of client meetings with accurate data and insights.
* Collaborating with the wider team to ensure timely case progression.
* Ensuring all advice and documentation remains compliant with current regulations.
* Maintaining contact with providers and contributing to investment discussions.
What we are looking for:
* Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role.
* At least 4 years' experience in Paraplanning.
* Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications).
* Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics.
* In-depth technical understanding of pensions, investments, taxation, trusts and estate planning.
What's on offer:
* Competitive salary
* 25 days holiday plus bank holidays
* Company pension scheme
* Annual discretionary bonus
* Death in service cover
* Free on-site parking
This is a great opportunity to join a well-supported and trusted team within a stable organisation.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Paraplanner
Tunbridge Wells, Kent
Monday to Friday 9am - 5pm
£33,000 - £42,500pa (DOE and qualification)
KHR are working with a successful financial planning firm based in the heart of Tunbridge Wells, who are looking for a highly organised and efficient Paraplanner to join the business.
Position Overview
As a Paraplanner, you will play a crucial role in supporting the firm's advisers by preparing high-quality, compliant suitability reports, developing cash flow projections, and conducting in-depth financial analysis. Your expertise will be instrumental in ensuring that clients receive tailored, outcome-focused advice that adheres to regulatory standards.
Responsibilities of the Paraplanner
- Prepare suitability reports across pensions, investments, protection, and tax planning
- Develop cash flow projections and perform financial analysis
- Conduct research and analysis on financial products and providers
- Liaise with financial advisers to understand client objectives and tailor recommendations accordingly
- Maintain accurate client records and ensure documentation is fully compliant
- Assist with technical queries and complex case analysis
- Support with the development of planning strategies and financial forecasts
- Stay up-to-date with regulatory changes, industry developments, and financial planning tools and techniques
Candidate Profile
- Minimum 2 years’ experience in a paraplanning role
- Level 4 Diploma in Financial Planning (or working towards)
- Strong knowledge of pensions, investments, protection, and taxation
- Excellent report writing and communication skills
- Proficient with financial planning software and Microsoft Office
- Highly organised, with strong attention to detail
What's On Offer
- Competitive salary, with a range of £33,000 to £42,500 depending on experience
- Hybrid working model, with 3 days in the office and 2 days working from home
- Ongoing professional development through the firm's dedicated Academy
- Company pension scheme
- Annual leave allowance with the option to purchase up to 5 additional days of annual leave
- Supportive and collaborative team environment
At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a "clean" copy in Word. Thank you.
KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR - Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market...
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
