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 £35,000 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...
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 Company This 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 Overview As 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.....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 Company This 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 Role As 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 Services The 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...
To ensure all actions are recorded on the back-office system to give full audit trail of events
To liaise effectively with Advisers, Clients, Colleagues, Providers & Introducers
Dealing with post and Letters of Authority
Reviewing file notes and carrying out relevant actions to deliver the agreed service to the client
To maintain client confidentiality, data protection and other legislative and organisational responsibilities
To liaise with relevant teams in relation to compliance, admin, technology etc.
To deal promptly and professionally with queries from all colleagues across all offices
To ensure compliance procedures are strictly adhered to in a timely matter
To ensure our processes and procedures are followed to ensure consistency across the department
Training:Business Administrator Level 3 Apprenticeship Standard:
Within the first 15 months additional training is delivered by Loughborough College, one morning a week for 12 weeks, dates are subject to enrolment date
Online portfolio to update with learning and development completed onsite
Diarised visits from dedicated Trainer/Assessor
Training Outcome:
Become a Financial Planning Administrator
To progress into becoming a ParaPlanner
Progress to become a Financial Planner
Upon successful completion of the apprenticeship, you will have the skills and qualifications necessary to pursue a career in financial planning
Employer Description:Saltus Wealth Partnership Limited (Trading as Abacus Advisers) is an expanding organisation of which colleagues are expected to contribute and engage fully with all organisational activities and adopt a positive & flexible approach where appropriate.Working Hours :Monday - Friday: hours to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental....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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