ParaplannerSalary Range: £40K-£65K paLocation: working from homeWorking days/ hours: flexible depending on the candidateAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients.In the words of TRAP, we are one of those few ‘full-fat financial planning firms’ offering a combination of great unencumbered advice with a highly personalised client service.Our existing paraplanner has needed to step back her days, so we have a need for your expert help.We are looking for you to come in and help lead us in all things paraplanning. We have a brilliant client base, our data and systems are in good order, but our dip in the AI waters has proved chastening.We would like you to streamline the boring bits and deliver the kind of letters that clients actually want to receive.We have an office in the city of London for client meetings, but we are cloud-based and so all of the team works from home. In your role, you would only need to attend the office for quarterly team meetings.Required Experience:
Hold at least level 4 status and ideally be looking to keep going.Have experience of using Intelligent Office, FE Analytics & cashflow software.We are looking for someone to lead this part of our business, so either experience of this and/or evidence to suggest that you can.
In return we’ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match). We promise to train you, value you, listen to you and to adapt around your needs. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
The Apprentice Administrator/Paraplanner will support our mortgage advisors with day-to-day administration, client communication and compliance tasks, including preparing documents, updating records, managing applications and maintaining accurate data in our systems. The role involves gathering client information, ensuring paperwork meets FCA and our Networks standards, handling calls and emails, and providing excellent customer service. You will also gain exposure to the full mortgage and protection process, receive full training on systems and regulations, and work towards developing paraplanning skills with the opportunity to progress within the business.Training:Training is completed online based at the employers address.Training Outcome:We are looking for someone that would be interested in staying within our business and progressing and qualifying to offer Mortgage advice.Employer Description:Warners Financial Services is a local, family run mortgage and protection firm offering regulated advice and support to clients.Working Hours :Monday to Friday. 9am to 5.30pm with a one hour lunch.Skills: Communication skills,IT skills,Attention to detail,Team working....Read more...
Duties and Responsibilities:
Your duties will include but not be limited to:
Support the advice process, including client liaison and communication
Produce standard and customised reports, including suitability reports, meeting notes, and review letters
Conduct detailed analysis of portfolios and prepare product research in collaboration with advisers
Attend client meetings, take notes, and follow up with actionable items
Maintain high attention to detail, ensuring complex information is communicated in a clear and client-friendly manner
Work to deadlines, coordinating with operations and advisory teams to manage peak periods
Uphold regulatory compliance throughout the advice process
Training:
The successful candidate will complete a level 4 Paraplanner and Financial Planner apprenticeship
Training Outcome:
Excellent progression available within the company
Employer Description:F D Cummins Financial Planning offers advice on retirement, investments, estate planning, protection, and using a carefully selected range of products.Working Hours :Monday - Friday, 08:30 - 17:30Skills: IT skills,Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Team working,Administrative skills....Read more...
Managing and updating client records accurately
Requesting essential policy information from pension and investment providers
Liaising with the SJP Administration Centre for updates on cases.
Communicating with the SJP Advice & Guidance team for technical support
Supporting Paraplanners by organising documents, letters, and case files
Maintaining strong, professional relationships with advisers and provider contacts
Working closely with the Paraplanners to achieve Client objectives
Begin to understand and implement knowledge on how to consider current and future allocation of assets for an appropriate investment strategy with regards to the Client’s risk profile
Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis
Assisting the paraplanners with research, calculations, and preparation of suitability reports
Following clear processes to ensure compliance and accuracy. · Compiling, clear and comprehensive notes, with recommendations that are within compliance standards
Work within and stay up to date with template changes and advice notes
Seek continual professional development by undertaking mandatory and optional training provided by St James’s Place
General office administration
Training:
The majority of your training will be at your work address, however, you will need to attend Peterborough College for additional training to supplement your apprenticeship once every 3 weeks
Training Outcome:
This apprenticeship offers a clear and realistic progression route within the financial services sector
Upon successful completion, you may have the opportunity to move into a full-time Administrator or Junior Paraplanner role within the business, depending on your performance and company needs
Employer Description:Keystone Paraplanning is a growing, supportive, and professional paraplanning firm providing high-quality technical support to financial advisers within St James’s Place. We work closely with advisers to ensure clients receive the best technical service regarding financial strategies, plans and products. As a small and friendly team, we value collaboration, attention to detail, and a genuine commitment to learning.
This is an excellent opportunity for a motivated and organised individual looking to begin a career in financial services, with full support and training provided. At Keystone Paraplanning, you’ll be joining a small, friendly team of two where support is always available. We pride ourselves on creating a welcoming environment where apprentices can learn, build confidence, contribute to real client outcomes and gain hands-on experience as they develop new skills.Working Hours :Monday- Friday, hours can be flexible between 09:00- 17:00Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Number skills,Team working,Commitment to self-development,Responsive to change,Good time management,Able to work independently,Enthusiastic,Confidentiality....Read more...
Job Description:
Our client, a leading UK-based wealth management firm, is looking for an experienced Paraplanner to join their office in Winchester. This is an excellent opportunity to work alongside a highly qualified and collaborative team of Financial Planning Directors, providing high-quality financial planning support to a diverse range of clients.
Skills/Experience:
CII Diploma in Financial Planning or equivalent (essential)
CII Chartered Financial Planner status (desirable)
Minimum 2–3 years’ paraplanning experience, ideally within a team structure.
Strong technical knowledge of the UK tax regime, including Capital Gains Tax, Inheritance Tax, and Income Tax.
In-depth understanding of pension arrangements and estate planning.
Proven ability to manage workload independently while delivering high-quality outputs.
Core Responsibilities:
Prepare detailed cashflows and financial plans to support clients in achieving long-term goals.
Accompany Financial Planning Directors to client meetings, take comprehensive meeting notes, and conduct in-depth research to inform advice.
Collaborate closely with colleagues to meet team income objectives.
Brief Financial Planning Directors on client issues and maintain direct client contact where necessary.
Identify and share best practice ideas and contribute to continuous process improvements.
Manage your workload effectively, meeting agreed expectations for quality and timeliness.
Maintain up-to-date knowledge of financial planning standards, legislation, and best practice.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16214
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
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