Unlock your potential as an Experienced Paraplanner with a forward-thinking financial planning practice that puts people at the heart of everything they do. Join a progressive financial advisory firm where innovative thinking meets traditional values, and where your expertise in financial planning will directly contribute to transforming clients' financial futures across the Midlands region.About the CompanyThis established independent financial planning business has reimagined what modern wealth management should look like. Built on strong foundational values and driven by a clear vision for the future, they specialise in comprehensive life planning that extends far beyond conventional financial advice. Their team of dedicated professionals shares a unified commitment to enriching lives through meaningful conversations, strategic planning, and expert guidance, supporting clients at every stage of their financial journey.The Role OverviewAs an Experienced Paraplanner, you'll be instrumental in delivering exceptional client outcomes whilst working alongside seasoned Financial Planners in a collaborative, growth-focused environment. This position offers the perfect blend of technical expertise and client-centric service delivery, providing substantial opportunities for professional development within a company that genuinely invests in its people's success.Your Core Responsibilities:Research and identify comprehensive financial planning opportunities tailored to individual client objectivesPrepare detailed suitability reports and strategic recommendations for Financial Planner approvalConduct thorough fund research and analysis utilising industry-leading platforms such as FE AnalyticsMaintain current due diligence research across funds, platforms, and product providersGenerate cumulative return analyses and performance reporting for team collaborationEnsure all client documentation meets regulatory compliance standards and quality benchmarksEssential Qualifications and Experience:Minimum 2 years' paraplanning experience within an established IFA environmentComprehensive knowledge of diverse financial products and planning strategiesDipPFS qualification or equivalent Level 4 professional certification preferredProven track record of delivering exceptional client communication and service standardsStrong collaborative approach with demonstrated team working capabilitiesExtensive experience with IFA systems, processes, and regulatory requirementsOutstanding attention to detail with commitment to quality service deliveryPersonal attributes including adaptability, enthusiasm, reliability, and professional integrityWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Comprehensive Benefits Package:Competitive salary up to £38,000 based on experience and qualificationsFlexible hybrid working arrangement - 3 days office-based, 2 days working from homeGenerous 31 days annual leave entitlement including bank holidaysComprehensive income protection coverageLife assurance at 4x annual salaryEnhanced company sick pay schemePension scheme with salary sacrifice optionsEmployee referral rewards programmeEmployee Assistance Programme for personal supportWellness and mental health support initiativesFinancial wellbeing resources and guidanceWhy Build Your Career in Financial Planning?The financial planning sector continues to evolve rapidly, driven by regulatory changes, technological advancement, and increasing demand for comprehensive wealth management services. For experienced paraplanners, this presents exceptional opportunities to develop specialised expertise in high-growth areas including pension planning, investment management, and holistic financial advice. With an ageing population and growing awareness of financial planning importance, skilled professionals can expect strong career prospects, competitive compensation, and the satisfaction of making a meaningful impact on clients' financial security and life goals.This exceptional Experienced Paraplanner opportunity is brought to you by The Opportunity Hub UK - connecting ambitious financial services professionals with career-defining positions.This exceptional Experienced Paraplanner opportunity is brought to you by The Opportunity Hub UK - connecting ambitious financial services professionals with career-defining positions.....Read more...
This is an exciting opportunity to join Revolution Wealth Management as an Apprentice Paraplanner, supporting our team in delivering high-quality financial advice to clients. You will gain practical experience across a range of financial planning activities while studying towards a professional qualification. Working in a supportive, close-knit office, you will develop technical knowledge and administrative skills essential for a long-term career in wealth management.
Key responsibilities will include:
Assisting in the preparation of financial plans and client reports
Conducting research on financial products and solutions
Supporting advisers with client meeting preparation and follow-ups
Maintaining accurate client records and documentation
Liaising with providers and clients to gather information
Ensuring compliance with regulatory and company procedures
Learning to analyse client circumstances and financial objectives
Training:You will access your training online from the employers site address.Training Outcome:This role offers excellent long-term career progression within financial services. On successful completion of the apprenticeship, there is the opportunity to move into a full-time Paraplanner position. With experience, progression into advisory roles is also possible.Employer Description:Revolution Wealth Management, established in 2014, delivers personalised financial planning. With offices in Suffolk and satellite in London, the firm provides face-to-face and digital advice to clients across the UK.Working Hours :Monday - Friday, 9am - 5pm, with 1-hour paid lunchSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Analytical skills,Team working....Read more...
Experienced Paraplanner required. Brilliant opportunity to join a growing business that has strong values and a clear vision for its future.About the Company:At Amber River Midlands we think about financial planning in a way that goes beyond financial advice. We call it Life Landscaping® and we're a group of like-minded, values-driven people with a passion for independent financial planning. We all work together with one, single-minded purpose: To enrich the lives of the people we meet. Through conversations and knowledge sharing, financial planning and advice, whatever life stage our clients are at, our team is here to help them plan for a life well-lived. The Role:Experienced Paraplanner required. Brilliant opportunity to join a growing business that has strong values and a clear vision for its future. Amber River Midlands is a company with a clear identity, strong values, an amazing culture, and a defined purpose. We are looking for an experienced paraplanner with a sound understanding of the financial planning process and the desire to be the best in their role. This is a great opportunity to join a company that has imagined what a next generation financial planning business should look like. Our purpose is to enrich the lives not just of the clients we work for, but also the people that work for us, and we have created an environment where our team members feel they belong and can thrive and grow. If this is what you are looking for in a company and our values resonate with you, please apply, we would love to hear from you! Location and Working Arrangements:Ideally we are looking to for candidates for our Newcastle-under-Lyme Office in a 100% office based role. However, we will consider applicants looking to work from our Birmingham Office or Warwick Office and at these locations we can offer hybrid working (3 days in the office). Key Responsibilities:The role of the Paraplanner is to work with the Financial Planners and provide a high level of client service in a professional and timely manner. Duties will include:Identifying areas for financial planning and sourcing solutions to meet their objectives.Preparing suitability reports and recommendations for approval by the financial planner.Conducting fund research and analysis using FE Analytics.Collating and maintaining due diligence research on funds, platforms, and providers.Preparing cumulative return tables and sharing these with the team.Ensuring documentation is compliant, present, and correct.Ensuring your own personal development and the development of the administration team.Essential Skills and Experience:We are looking for someone who has gained experience in a similar role and company and has a good understanding of the whole financial process.2 years' Paraplanning experience within an IFA firmExperienced working with a breadth of productsIdeally DipPFS qualified or equivalent Level 4 qualificationAble to demonstrate excellent customer communication skillsExperience working together as part of a teamA background in using IFA systems and processesExcellent quality service delivery skillsStrong personal skills in the areas of adaptability, enthusiasm, dependability, honesty, and integrityBenefits and Salary:Salary of up to £38,000 depending on experience31 days holiday including bank holidaysIncome protection4x salary life assurance*Company sick pay*Pension scheme with salary sacrificeRecruitment referral schemeEAP (Employee Assistance Programme)Wellness supportFinancial wellbeing*Benefits marked with an asterisk apply after successful completion of the probationary period.Position Details:Full-time - 35 hours per weekPrimary location: Newcastle-under-Lyme (100% office based)Alternative locations: Birmingham or Warwick (hybrid working available - 3 days in office)Further Information:Only shortlisted candidates will be contacted.In order to give your application the best chance of success, please:Check that you meet the criteria for the roleApply with a CV that is clear, concise, and correctTailor your CV to highlight your experience and relevant achievements to the positionNB. This role is being advertised both internally and externally.....Read more...
Support existing admin staff
File post in and out of the office on back-office system
Scan and file paperwork
Update back-office systems
General office administration
Training:You will work towards your:
Level 3 Financial Services Administrator Apprenticeship.CF1 exam
Level 2 Functional Skills in English and maths (if required)
Training will be via Davies, virtually. 6-hours per week off the job training on average
Training Outcome:To remain with us and become either an adviser or paraplanner.Employer Description:Independent, whole of market financial advisers.Working Hours :Monday to Thursday 9am - 5pm
Friday 9am - 4pm.
Half hour unpaid lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
Support with case management and workflow tracking
Prepare and check client files for accuracy and compliance
Update systems and ensure records are complete
Help capture and maintain key client information
Assist with quality checking and reducing administrative errors
Training:Paraplanner and Financial Planner Level 4.
Training will take place online through a specialist training provider to help you get the most out of your qualification.Training Outcome:The role is expected to develop over the course of the apprenticeship, and the candidates can expect to gain exposure to many parts of financial services. This role would suit someone who would be looking at long term career goals of a Financial Planner or similar. Employer Description:We are a national group bringing together financial planning, asset management and platform services into one seamless experience.Working Hours :Monday to Thursday 08:45 - 17:15 with 1-hour lunch. Friday 08:45 - 14:15.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working....Read more...
An outstanding opportunity for an Experienced Paraplanner to excel within an innovative wealth management firm that redefines client-focused financial planning.Step into a role where your technical expertise meets genuine client impact, working alongside a team of passionate professionals who believe in creating meaningful financial transformations for individuals and families across the region.The CompanyThis dynamic independent financial advisory practice has established itself as a leader in comprehensive wealth management, combining cutting-edge planning methodologies with deeply personal client relationships. Their philosophy centres on holistic life planning that encompasses not just financial goals, but life aspirations and family legacies. With a commitment to continuous innovation and exceptional service standards, they've created an environment where both clients and team members flourish.Your RoleAs an Experienced Paraplanner, you'll be the technical backbone supporting complex financial planning strategies, working in partnership with experienced advisers to deliver sophisticated solutions for discerning clients. This position offers exceptional scope for intellectual growth within a practice that values expertise, creativity, and professional excellence.Key Accountabilities:Analyse complex client situations to identify strategic financial planning opportunities and solutionsCraft comprehensive suitability reports with detailed recommendations for adviser endorsementExecute sophisticated fund research and performance analysis using advanced analytical tools including FE AnalyticsCurate and maintain extensive due diligence libraries covering investment options, platforms, and provider capabilitiesDevelop detailed performance reporting and comparative analysis for strategic decision-makingUphold stringent compliance standards ensuring all documentation meets regulatory requirements and internal quality benchmarksRequired Experience and Competencies:Proven 2+ years' experience in paraplanning within a reputable independent financial advisory firmExtensive exposure to comprehensive product ranges and advanced planning techniquesDipPFS qualification or equivalent Level 4 professional certification strongly preferredExceptional written and verbal communication skills with client-facing capabilityCollaborative mindset with strong interpersonal skills for effective team integrationComprehensive familiarity with industry-standard IFA platforms, systems, and operational proceduresMeticulous attention to detail with unwavering commitment to service excellenceDemonstrated professional qualities including flexibility, motivation, dependability, and ethical conductWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Attractive Remuneration and Benefits:Competitive salary package up to £38,000 commensurate with experienceModern hybrid working model - 3 days office presence, 2 days remote flexibilityGenerous annual leave allocation of 31 days including statutory holidaysComprehensive income protection insurance coverageLife assurance benefit equivalent to 4x annual salaryEnhanced company sick pay provisionContributory pension scheme with salary sacrifice advantagesStaff referral incentive programmeConfidential Employee Assistance ProgrammeHolistic wellness and mental health support servicesPersonal financial wellbeing resources and educationThe Future of Financial Advisory ServicesThe wealth management industry stands at an exciting crossroads, with technological innovation, demographic shifts, and evolving client expectations creating unprecedented opportunities for skilled professionals. Experienced paraplanners are increasingly recognised as essential strategic partners in delivering sophisticated financial solutions, from complex pension arrangements to multi-generational wealth transfer strategies. This career path offers exceptional prospects for professional advancement, competitive rewards, and the unique satisfaction of helping clients achieve their most important life objectives through expert financial guidance and strategic planning.Discover your next career milestone with The OHUB UK - your trusted partner in connecting exceptional financial services talent with transformative opportunities.....Read more...
This apprenticeship role at Ivy Sterling provides a strong foundation in financial planning administration within a Chartered, independent firm. You will support the day-to-day operations of the business, working closely with advisers to ensure smooth client service and efficient back-office processes.
The role is ideal for someone organised, detail-oriented, and interested in both financial services and the use of technology to improve business processes. Over time, there is a clear pathway into a paraplanning role, including involvement in technical report writing and advice preparation, for candidates who wish to progress.
Key responsibilities will include:
Supporting back-office systems and maintaining accurate client records
Preparing and sending letters of authority to product providers
Assisting with the preparation of client meeting packs and presentations
Liaising with providers to obtain information and chase outstanding requests
Assisting advisers with general administrative tasks to support client servicing
Identifying opportunities to improve efficiency through technology and AI tools
Contributing to process improvements and helping streamline workflows
Training:
You will access your training online from the employers site address
Training Outcome:This apprenticeship offers a clear and structured pathway into a long-term career within financial planning. Successful candidates will have the opportunity to develop their technical knowledge and progress into a Paraplanner role, supporting advisers with research, suitability reports, and client recommendations.
Ivy Sterling is committed to ongoing professional development, including support towards industry qualifications such as those provided by the Chartered Insurance Institute (CII). As your experience grows, there will be opportunities to take on greater responsibility, contribute to client-facing work, and play a key role in shaping and improving business processes through the use of technology and innovation.Employer Description:Independent Financial Planning firm giving advice to high-net-worth individuals on their wealth and investments.Working Hours :Monday to Friday, 8.30am to 5.30pm, 1 hour lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Initiative....Read more...
