Initially, your role will involve supporting our advisers and paraplanning team with
Preparing client documentation and reports
Managing client communications
Liaising with providers and third parties
Supporting the administration of investments, pensions and protection policies
Maintaining accurate client records• Assisting with research and technical analysis
As your knowledge and experience develop, you will gain exposure to:
Financial planning research
Cashflow modelling
Report writing and suitability work
Client meeting preparation
Technical paraplanning duties
Adviser support and eventually client-facing responsibilities
Training Outcome:As you progress and grow with the business there is the potential to become a Financial Adviser in the future. This will include full support for further professional qualifications along the way.
Development pathway:
Starting in client and administration support,
Progressing into paraplanning and technical work, providing a route into becoming a Financial Adviser.
Employer Description:Macon provide trusted financial planning advice, helping individuals and businesses make confident decisions about their financial future. Their mission is to be “all together better” for their customers by delivering a tailored experience that reflects every circumstance and wealth management need. Through our wealth management services, Macon help their customers to avoid impulsive decision‑making during periods of growth or downturn, minimise tax obligations, and maximising wealth for future generations — always with the customer firmly in the driving seat. Working Hours :Monday to Friday - 9am to 5pm, with flexible working hours upon successful pass of probation period.
NB the 12 months is for the course/training duration not the job itself. This position has the potential for a permanent role upon completion.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Analytical skills,Team working,Honest and professional,Eager to learn,Industry interest....Read more...
Submitting applications online to mortgage lenders and protection providers
Liaising with clients, lenders, providers, and solicitors to ensure the smooth completion of mortgage and protection
Answering the telephone and taking messages for the office
Confidently dealing with people face to face
Updating the back-office system
Ability to work to deadlines
Any other duties requested by Management
Training:Training is completed online based at the employer's address.Training Outcome:Possible progression into Mortgage, Paraplanning or Financial Advice roles.Employer Description:An established Independent Financial Advice Company which delivers a traditional service in a modern mannerWorking Hours :Monday to Friday, 9.00am to 5.30pm.
1 hour lunch break.Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Ensure that all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients
Arrange client meetings on behalf of the Advisers
Collate and manage information and facts, preparing documentation for client meetings
Maintain client contact, keeping them updated on the current position with regards to any ongoing maters on behalf of the Advisers
Ensure the post meeting processing is completed within deadlines
Manage LOA end to end process
Ensure back-office system is maintained detailing all ongoing actions and workflow
Training:
L3 Financial Services Administrator
CII CFI exam
Apprenticeship training delivery virtually with Davies Group / CII
Training Outcome:The aim is provide a long-term career pathway by providing continued professional development and supporting progression through our administrative, paraplanning and financial advice teams dependent on the candidates preferred pathway.Employer Description:
Amber River East Anglia provides high-quality, comprehensive independent financial planning advice to individuals, families and businesses from Essex, Suffolk, Norfolk and Cambridgeshire. Since joining Amber River Group we have grown really fast and are extending our footprint in the region with offices currently in Claydon, Colchester and Billericay.
As a result of this strong growth, there are now c.2000 clients receiving outstanding service from one of our 14 highly qualified Independent Financial Advisers.
Amber River East Anglia joined Amber River Group in October 2019 because we each share the same, values-driven approach when it comes to creating bespoke financial plans for people who need our expertise. We call it Life Landscaping® because it gets to the heart of what we do for our clients.
As a Group, we have over 300 IFAs across the Amber River Group, servicing 34,000 clients across 15 regional hub firms (in 30 locations) throughout the UK. Currently, our hub firms are managing £12bn of AUA.
Giving back is also important to us and since 2022, we have raised over £1.1 million to support local and national partners, providing funding to help those in difficult circumstances and improve the environment of our local communities.
Working Hours :Monday - Friday 9.00am - 5.00pm with 30 minutes unpaid lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Logical,Team working,Initiative,Non judgemental,Patience....Read more...
As an Apprentice Financial Services Administrator, you will become an important part of the team at Asset Wealth Advisory, supporting our financial advisers and helping us deliver a high-quality service to our clients.
Your day-to-day role will involve supporting the administration of our clients’ financial arrangements, including pensions, investments and savings. You will work closely with experienced members of the team and develop an understanding of the financial advice process from initial client contact through to implementation and ongoing reviews.
Key responsibilities will include:
Supporting financial advisers with day-to-day client administration
Preparing documentation for client meetings and annual reviews
Processing pension and investment applications
Contacting providers to obtain policy and investment information
Preparing and issuing Letters of Authority
Updating and maintaining accurate client records on our systems
Monitoring pension and investment transfers and following up with providers
Helping to ensure client files meet regulatory and compliance requirements
Communicating professionally with clients, providers and other third parties
Assisting with general office administration and diary management
Learning about pensions, investments, taxation and financial planning as your knowledge develops
We are looking for someone who wants more than simply an administrative role.
We are committed to supporting the successful candidate in building a long-term and rewarding career within financial services. As your knowledge, experience and qualifications develop, there will be opportunities to take on greater responsibility and potentially progress into paraplanning and, in the future, financial advice if this is the career path you wish to pursue.Training:Financial Services Administrator (Level 3) Training Outcome:As experience is gained and professional qualifications are achieved, there will be opportunities to progress from a Financial Services Administrator role into a Paraplanner position and, ultimately, to become a qualified Wealth Manager or Financial Adviser for those wishing to pursue this career path.Employer Description:Asset Wealth take the time to understand what matters most to their clients so that a financial plan can bring clarity, confidence and peace of mindWorking Hours :Monday to Friday, 9:00am - 5:00pm, with a one-hour unpaid lunch break each day.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Patience,Professional and friendly,Work independently,Punctual/Reliable,Eager to learn,Ambitious/motivated....Read more...
Handle day to day post routines including:
Scanning and filing relevant post
Franking and preparing post out
General Office Duties including:
Answering calls and taking messages
Dealing with client queries
Updating ‘task’ management system
Updating our back-office system
Welcoming visitors, making refreshments
Managing adviser’s appointments
Adviser Support including:
Requesting and collating plan information
Assisting in client meeting preparation
Preparing client letters and illustrations
Liaising with clients and providers
Ongoing Client Reporting and Review Documentation including:
Producing and sending portfolio reports to clients
Preparing review documents for adviser
Preparing fund performance information
To progress to Trading and New Business Processing including:
On-line submission of pension and investment applications
Buying and selling trades on Investment Platforms
Submitting client’s income requirements
Fund switch trading on investment platforms
Checking completion of all trades
Medical underwriting applications with clients for life cover
Training:
Day to Day in-house training, office based in Coltishall, Norfolk
External on-line support from apprenticeship training provider
Training Outcome:
After the successful completion of the apprenticeship to be employed as a Financial Services Administrator with a long term view to progress to paraplanning/advising if applicable
Employer Description:Our goal is simple: to build a firm we’d proudly recommend to our own friends and family, where clients are genuinely at the heart of everything we do. From our independent investment proposition to our competitive fee structure, every part of our service is designed to put your interests first.
We want every client to feel understood, supported and empowered, with clear, personal advice they can trust. As we continue to grow across Norwich, Norfolk and throughout the UK, we remain committed to our values, embracing innovation while never compromising on quality, integrity or service.Working Hours :Monday - Friday, 9.00am - 5.00pm with flexible working offered after probation,Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental....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...
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...
