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...
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...
An opportunity has arisen for a Paraplanner to join a well-established financial services firm offering independent advice with a strong focus on investment, retirement, and estate planning services.
As a Paraplanner, you will be supporting financial advisers through technical research and preparation of suitability reports. This is a 12-month fixed-term contract position, with the possibility of extension, offering a salary range of £38,000 to £46,000 plus bonus and benefits.
For trainee candidates, the shift will be working 4 days a week and Friday for studying.
What we are looking for:
? Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator or in a similar role.
? Possess 1 year of paraplanning experience
? Experience of 2 years within the financial advice sector, ideally within an independent advisory setting
? Strong understanding of paraplanning processes and financial planning concepts
? Familiarity in using research systems such as Defaqto Engage, Selectapension, and Iress Xplan
? Level 4 Diploma in Financial Planning (CII) or actively working towards completion
? Experience liaising with product providers and platforms to gather necessary data
What's on offer:
? Competitive salary
? Annual discretionary bonus
? Company pension scheme
? Potential for the contract to become permanent based on performance
This is a fantastic opportunity to advance your career in financial services with a respected firm in the heart of London.
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 ....Read more...
An opportunity has arisen for a Paraplanner to join a well-established financial services firm offering independent advice with a strong focus on investment, retirement, and estate planning services.
As a Paraplanner, you will be supporting financial advisers through technical research and preparation of suitability reports. This is a 12-month fixed-term contract position, with the possibility of extension, offering a salary range of £38,000 to £46,000 plus bonus and benefits.
For trainee candidates, the shift will be working 4 days a week and Friday for studying.
What we are looking for:
* Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator or in a similar role.
* Possess 1 year of paraplanning experience
* Experience of 2 years within the financial advice sector, ideally within an independent advisory setting
* Strong understanding of paraplanning processes and financial planning concepts
* Familiarity in using research systems such as Defaqto Engage, Selectapension, and Iress Xplan
* Level 4 Diploma in Financial Planning (CII) or actively working towards completion
* Experience liaising with product providers and platforms to gather necessary data
What's on offer:
* Competitive salary
* Annual discretionary bonus
* Company pension scheme
* Potential for the contract to become permanent based on performance
This is a fantastic opportunity to advance your career in financial services with a respected firm in the heart of London.
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...
Assist the Financial Adviser in researching, analysing & formulating financial recommendations, tailored to meet the client’s individual needs, using a variety of software and tools
Prepare personalised reports which confirm the advice in an understandable and compliant way
Complete technical financial calculations and cash flow forecasting
Take a proactive approach to problem solving – find opportunities to streamline processes and contribute to business development
Collaborate with a welcoming team to gain exposure to all aspects of the financial planning journey, working alongside operations, compliance and support services
Ensure recommendations and processes comply with regulations and manage risk
Contribute to a cooperative and professional office environment and support positive relationships with clients
Maintain client records and process applications according to company processes and confidentiality principles
Training:
Your training will be accessed online from the employers site address
Training Outcome:
The CII Diploma in Regulated Financial Planning Level: 4 meets the FCA’s qualification requirements for retail investment advisers, developing core technical knowledge and financial planning capabilities across six core areas
A successful apprentice may develop a long-term career as a Paraplanner within the business, with further development opportunities including Senior Paraplanner and Financial Planner
Employer Description:Protocol Capital Management provides Independent Financial Advice with a focus on long-term personal relationships, holistic planning and a high standard of client care.Working Hours :Monday - Friday, 9.00am - 5.00pm.
1 hour lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative....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 £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...
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...
What you’ll do:
Support senior advisors in providing holistic financial planning for clients
Assist with research, analysis, and preparation of client reports
Learn to build and maintain long-term client relationships
Attend client meetings (with support) and assist with follow-up actions
Develop your knowledge of pensions, investments, tax planning, protection, and mortgages
Ensure all work meets FCA regulatory requirements and Consumer Duty standards
Training:Paraplanner and Financial Planner Level 4 (Higher national certificate) Apprenticeship Standard:
These financial advice apprenticeships typically include expert-led instruction, mentorship, and real-world application, allowing apprentices to develop a comprehensive understanding of the financial advisory profession
Successful completion of the Financial Adviser Apprenticeship leads to the industry recognised qualification Diploma for Financial Advisers (DipFA) and individuals that undertake this programme are rounded and ready for a rewarding, challenging career
Training Outcome:
Clear career path from trainee to fully qualified Financial Advisor, with the opportunity to progress to Chartered status
Employer Description:ADNFC Wealth Management
ADNFC Wealth Management—operated by Clayton Holmes Naisbitt Financial Consultancy LLP—is an independent, chartered wealth advisory firm authorised and regulated by the FCA
ADNFC Financial / ADNFC Mortgages
ADNFC Mortgages is the trading brand of Andrew Nolan Mortgages Ltd, also FCA-authorised, specialising in delivering bespoke mortgage and protection solutionsWorking Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working....Read more...
An opportunity has arisen for an Administrator 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 an Administrator, you will be providing vital administrative assistance to a team of Financial Advisers in a busy, office-based environment. This full-time role offers salary up to £35,000 and benefits.
You will be responsible for:
? Delivering all-round administrative support to advisers.
? Maintaining accurate and compliant client records using back-office systems.
? Preparing key documentation including illustrations, application forms, and authority letters.
? Processing new business submissions and handling investment or pension transfer requests.
? Liaising directly with providers and maintaining regular contact with clients.
? Compiling valuations, reports, and review documents.
? Organising and preparing meeting packs for client appointments.
What we are looking for:
? Previously worked as an IFA Administrator, Financial Administrator, Financial Planning Administrator, Paraplanner or in a similar role.
? At least 2 years' experience working within an IFA environment.
? Skilled in Microsoft Word and Excel.
? Excellent communication skills.
? Ideally possess experience using Intelligent Office and working with wrap platforms.
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....Read more...
An opportunity has arisen for an Administrator 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 an Administrator, you will be providing vital administrative assistance to a team of Financial Advisers in a busy, office-based environment. This full-time role offers salary up to £35,000 and benefits.
You will be responsible for:
* Delivering all-round administrative support to advisers.
* Maintaining accurate and compliant client records using back-office systems.
* Preparing key documentation including illustrations, application forms, and authority letters.
* Processing new business submissions and handling investment or pension transfer requests.
* Liaising directly with providers and maintaining regular contact with clients.
* Compiling valuations, reports, and review documents.
* Organising and preparing meeting packs for client appointments.
What we are looking for:
* Previously worked as an IFA Administrator, Financial Administrator, Financial Planning Administrator, Paraplanner or in a similar role.
* At least 2 years' experience working within an IFA environment.
* Skilled in Microsoft Word and Excel.
* Excellent communication skills.
* Ideally possess experience using Intelligent Office and working with wrap platforms.
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...
Key Responsibilities:
Assist with client communications, both written and verbal
Help prepare documents and reports for client meetings
Maintain accurate records and update client information
Support the processing of applications and policy administration
Learn about financial products, compliance, and industry regulations
Contribute to a positive and professional office environment
What We Offer:
Full training and support towards a Level 3 Financial Services
Administrator apprenticeship
A welcoming, team-oriented workplace
Opportunities for progression and long-term career development
A chance to make a real difference in clients’ financial futures
Start your career with a company that values integrity, learning, and personal growth. Join Lawrence Clarke Financial Planning and take your first step into the world of financial advice.Training:Level 3 Financial Services Administrator apprenticeship standard.
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and can lead on to progression to study in other areas.
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:Successful apprentices will have the opportunity to progress within the business, including the chance to undertake a Level 4 Paraplanner Apprenticeship. This next step offers deeper technical knowledge and the potential to move into a more analytical and client-focused role, supporting financial advisers with research, report writing, and financial planning strategies.Employer Description:Lawrence Clarke Financial Planning is an independent financial advice company based in Fareham, Hampshire. Since 1998, the team has been dedicated to helping individuals and families make confident, informed financial decisions at every stage of life. They offer clear, jargon-free advice tailored to each client’s unique goals—whether that’s planning for retirement, managing wealth, or protecting loved ones.
The firm works with a wide range of clients, including professionals, business owners, and retirees, providing bespoke financial solutions that evolve with life’s changes. Their approach is personal, proactive, and focused on building long-term relationships based on trust and understanding.
Joining Lawrence Clarke as an apprentice means becoming part of a supportive, client-focused team that values integrity, learning, and making a real difference in people’s lives.Working Hours :Monday to Friday 9am to 5pmSkills: Communication skills,Attention to detail,Organisation skills,Proactive attitude,Willingness to learn....Read more...
