An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals.
As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients.
This role offers benefits and a competitive salary depending on candidate experience.
You will be responsible for
? Providing technical paraplanning support across a broad range of financial planning cases.
? Working closely with advisers to identify suitable financial planning strategies that meet clients objectives.
? Preparing recommendations covering investments, pensions, retirement, tax and estate planning.
? Producing cashflow models, financial reports and suitability documentation.
? Reviewing investment portfolios and supporting asset allocation recommendations in line with clients risk profiles.
? Preparing client review packs, investment performance reports and supporting documentation.
? Obtaining quotations, product information and research to compare suitable financial solutions.
? Liaising with clients, providers and third parties to ensure cases progress efficiently.
What we are looking for
? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role.
? At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment.
? Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience.
? Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms.
? Experience within pensio....Read more...
An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals.
As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients.
This role offers benefits and a competitive salary depending on candidate experience.
You will be responsible for
* Providing technical paraplanning support across a broad range of financial planning cases.
* Working closely with advisers to identify suitable financial planning strategies that meet clients objectives.
* Preparing recommendations covering investments, pensions, retirement, tax and estate planning.
* Producing cashflow models, financial reports and suitability documentation.
* Reviewing investment portfolios and supporting asset allocation recommendations in line with clients risk profiles.
* Preparing client review packs, investment performance reports and supporting documentation.
* Obtaining quotations, product information and research to compare suitable financial solutions.
* Liaising with clients, providers and third parties to ensure cases progress efficiently.
What we are looking for
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role.
* At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment.
* Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience.
* Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms.
* Experience within pension transfers and knowledge of inheritance tax planning and investment products.
* Strong understanding of current financial services legislation and regulatory requirements.
* Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint
Whats on offer
* Competitive Salary
* RO exam study support, including funded first exam attempt.
* Care Cashback Plan (after successful completion of probation).
* Work-from-home Fridays (subject to business needs).
* Annual leave increasing with service (up to 25 days).
* Long service recognition and additional leave
* Three additional days off at Christmas.
* Access to an on-site gym.
* Company pension scheme.
* Staff discount.
* Birthday leave.
Apply today if youre looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career.
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.
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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...
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...
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...
Main Duties:
Support advisers with actions arising from annual and biennial client reviews
Prepare and issue client correspondence and ongoing service documentation
Liaise with pension providers and investment companies to obtain information and process requests
Maintain accurate client records using the firm's CRM system
Monitor ongoing service workflows and ensure adviser actions are completed within agreed timescales
Assist with general client correspondence and provider communications
Support the administration team with day-to-day business administration tasks
Ensure all work is completed accurately and in line with FCA compliance procedures
Handle confidential client information in accordance with GDPR and company policies
Support advisers with cash flow analysis and technical planning work as your knowledge develops
Undertake any other duties consistent with the nature of the role
Training:As an apprentice, you will receive support through both on-the-job learning and formal training as part of your apprenticeship programme.
This will typically include:
Study towards a Level 3 Business Administrator Apprenticeship Standard
Ongoing one-to-one mentoring from experienced financial planners and administrators
Practical training in financial planning administration, pensions and investments
Experience using industry-leading financial planning systems and provider platforms
Development of technical knowledge, organisational skills and FCA compliance awareness
Opportunity to study towards professional qualifications with the Chartered Insurance Institute (CII) as your knowledge and experience develop
Training Outcome:Karrek Chartered Financial Planners is committed to developing talent from within. Upon successful completion of the apprenticeship, there may be opportunities to progress into roles such as Financial Planning Administrator, Paraplanner or Financial Adviser, alongside continued professional development and support towards industry qualifications.Employer Description:Inspire ATA is an official Flexi-Job Apprenticeship Agency, licenced by the Department for Education. Currently ranked 1st in the Rate My Apprenticeship Top 100 Apprenticeship Employers in the UK Award 2024-2025. Inspire ATA specialises in creating apprenticeship opportunities, where we recruit and employ the apprentice on behalf of our host clients, enabling us to offer additional support and a better experience for both the apprentice and the client as the experts in the industry. We arrange the most suitable and appropriate apprenticeship training from one of our partnered training providers. If you are successful in securing an apprenticeship with Inspire ATA, it is important to understand that Inspire ATA will be your employer and the apprenticeship placement will be a separate organisation that simply hosts you as an apprentice. As a Flexi-Job Apprenticeship Agency, Inspire ATA performs an important role in developing the UK labour market and it is our responsibility to ensure that talent is recognised, developed, and matched with business needs, whatever the background of the individual, irrespective of gender, race, disability, age, religion or belief, relationship orientation, marital or civil partnership status, pregnancy or maternity and gender reassignment. We are proud of the diverse nature of our business and work with clients to ensure that all candidates are treated with courtesy and respect.
Working Hours :Monday - Friday 9.00am - 5.00pm (1 hour lunch break).Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Logical,Team working,Initiative....Read more...
