An exciting opportunity has arisen for a Senior Paraplanner to join a well-established financial planning firm, specialising in tailored wealth management, retirement, pensions, and investment advice.
As a Senior Paraplanner, you will support financial planners in delivering high-quality, technically accurate advice and follow-up work for clients.
This office-based full-time permanent role offers a salary range of £50,000 - £60,000 and benefits.
You will be responsible for
? Preparing detailed paraplanning reports and client recommendations.
? Attending select client meetings to support financial planners.
? Conducting research to ensure advice is accurate and compliant.
? Ensuring all client documentation is thorough and well presented.
? Contributing to the continuous improvement of internal processes.
What we are looking for
? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator or in a similar role.
? Proven experience of 4 years in paraplanning within a financial services environment.
? Have Diploma in Financial Services.
? Ability to manage multiple tasks efficiently while maintaining accuracy.
? Right to work in the UK.
What's on offer
? Competitive salary.
? Private medical insurance.
? Life insurance and income protection.
? Company pension scheme.
? Flexibility in working hours to support work life balance
This is a fantastic opportunity for a Paraplanner seeking to advance their career in a respected and forward-thinking financial planning practice.
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 ....Read more...
An exciting opportunity has arisen for a Senior Paraplanner to join a well-established financial planning firm, specialising in tailored wealth management, retirement, pensions, and investment advice.
As a Senior Paraplanner, you will support financial planners in delivering high-quality, technically accurate advice and follow-up work for clients.
This office-based full-time permanent role offers a salary range of £50,000 - £60,000 and benefits.
You will be responsible for
* Preparing detailed paraplanning reports and client recommendations.
* Attending select client meetings to support financial planners.
* Conducting research to ensure advice is accurate and compliant.
* Ensuring all client documentation is thorough and well presented.
* Contributing to the continuous improvement of internal processes.
What we are looking for
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator or in a similar role.
* Proven experience of 4 years in paraplanning within a financial services environment.
* Have Diploma in Financial Services.
* Ability to manage multiple tasks efficiently while maintaining accuracy.
* Right to work in the UK.
What's on offer
* Competitive salary.
* Private medical insurance.
* Life insurance and income protection.
* Company pension scheme.
* Flexibility in working hours to support work life balance
This is a fantastic opportunity for a Paraplanner seeking to advance their career in a respected and forward-thinking financial planning practice.
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 exciting opportunity has arisen for a Paraplanner to join a well-established financial advisory firm offering pensions, investments, retirement planning, and protection solutions providing clear, tailored financial guidance for individuals and businesses.
As a Paraplanner, you will be providing comprehensive technical support to financial advisers, contributing to complex and rewarding financial planning cases.
This office-based role offers a salary range of £40,000 - £50,000 and benefits. Must be locally based or within a reasonable commuting distance.
We are seeking two paraplanners, 1 with level 4 and 1 with level 6 qualifications.
What We Are Looking For
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial Planning Assistant, Financial administrator, IFA or in a similar role.
* Have at least 2 years of paraplanning experience
* Must have Level 4 or Level 6 in Financial Planning
* Strong verbal and written English communication
What's on Offer
* Competitive salary
* 25 days holiday plus bank holidays
* Pension scheme
* Discretionary annual bonus
* Death-in-service cover
* Free parking
* Support for professional development and further qualifications
This is an excellent opportunity for a dedicated Paraplanner to advance their career within a dynamic and respected firm.
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 exciting opportunity has arisen for a Paraplanner to join a well-established financial advisory firm offering pensions, investments, retirement planning, and protection solutions providing clear, tailored financial guidance for individuals and businesses.
As a Paraplanner, you will be providing comprehensive technical support to financial advisers, contributing to complex and rewarding financial planning cases.
This office-based role offers a salary range of £40,000 - £50,000 and benefits. Must be locally based or within a reasonable commuting distance.
We are seeking two paraplanners, 1 with level 4 and 1 with level 6 qualifications.
What We Are Looking For
? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial Planning Assistant, Financial administrator, IFA or in a similar role.
? Have at least 2 years of paraplanning experience
? Must have Level 4 or Level 6 in Financial Planning
? Strong verbal and written English communication
What's on Offer
? Competitive salary
? 25 days holiday plus bank holidays
? Pension scheme
? Discretionary annual bonus
? Death-in-service cover
? Free parking
? Support for professional development and further qualifications
This is an excellent opportunity for a dedicated Paraplanner to advance their career within a dynamic and respected firm.
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 Employm....Read more...
ParaplannerSalary Range: £40K-£65K paLocation: working from homeWorking days/ hours: flexible depending on the candidateAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients.In the words of TRAP, we are one of those few ‘full-fat financial planning firms’ offering a combination of great unencumbered advice with a highly personalised client service.Our existing paraplanner has needed to step back her days, so we have a need for your expert help.We are looking for you to come in and help lead us in all things paraplanning. We have a brilliant client base, our data and systems are in good order, but our dip in the AI waters has proved chastening.We would like you to streamline the boring bits and deliver the kind of letters that clients actually want to receive.We have an office in the city of London for client meetings, but we are cloud-based and so all of the team works from home. In your role, you would only need to attend the office for quarterly team meetings.Required Experience:
Hold at least level 4 status and ideally be looking to keep going.Have experience of using Intelligent Office, FE Analytics & cashflow software.We are looking for someone to lead this part of our business, so either experience of this and/or evidence to suggest that you can.
In return we’ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match). We promise to train you, value you, listen to you and to adapt around your needs. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
ParaplannerSalary Range: £40K-£65K paLocation: working from homeWorking days/ hours: flexible depending on the candidateAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients.In the words of TRAP, we are one of those few ‘full-fat financial planning firms’ offering a combination of great unencumbered advice with a highly personalised client service.Our existing paraplanner has needed to step back her days, so we have a need for your expert help.We are looking for you to come in and help lead us in all things paraplanning. We have a brilliant client base, our data and systems are in good order, but our dip in the AI waters has proved chastening.We would like you to streamline the boring bits and deliver the kind of letters that clients actually want to receive.We have an office in the city of London for client meetings, but we are cloud-based and so all of the team works from home. In your role, you would only need to attend the office for quarterly team meetings.Required Experience:
Hold at least level 4 status and ideally be looking to keep going.Have experience of using Intelligent Office, FE Analytics & cashflow software.We are looking for someone to lead this part of our business, so either experience of this and/or evidence to suggest that you can.
In return we’ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match). We promise to train you, value you, listen to you and to adapt around your needs. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Financial Planning Assistant A growing financial planning business based in London is looking for a Financial Planning Assistant to join the team and support the delivery of high quality financial advice to clients. This Financial Planning Assistant position offers the opportunity to work closely with the founder of the business while the firm continues to grow and expand its client base. Company Overview This independent financial planning business provides tailored financial advice to individuals seeking long term financial security. The firm focuses on building strong client relationships and delivering clear, structured financial planning support across investments, pensions and wider financial goals. As the business continues to grow, they are looking to bring in a Financial Planning Assistant to help support operations and maintain best in class service for clients. Job Overview The Financial Planning Assistant will support the day to day administration of the financial planning process, helping to ensure client work is organised, accurate and delivered efficiently. This Financial Planning Assistant role is primarily a full time position with a salary between £26,000 and £30,000 depending on experience and operates on a hybrid basis near St Pauls tube station in London. There may also be an opportunity for the Financial Planning Assistant role to be undertaken on a part time basis for the right candidate. Working directly with the founder, the Financial Planning Assistant will play a key role in supporting client servicing, preparing reports and coordinating communications while helping the business scale effectively. Here's what you'll be doing:Liaising with clients and supporting ongoing client relationshipsOrganising meetings and coordinating schedules for client reviewsPreparing financial planning reports and supporting documentationUsing financial planning tools such as Dynamic Planner, Sureweb and other industry systemsAssisting with calculations and research, including identifying potential growth rates and comparing financial products such as ISA providersSupporting the preparation and distribution of email marketing bulletinsMaintaining organised client records and supporting administrative processesWorking closely with the founder to support the ongoing growth of the businessHere are the skills you'll need:Experience working as a Financial Planning Assistant or within financial services administration preferred but not essentialStrong organisational skills and the ability to manage multiple prioritiesExcellent written and verbal communication skills when liaising with clientsConfidence using systems and the ability to learn financial planning tools such as Dynamic PlannerHigh attention to detail when preparing reports and working with financial informationA proactive mindset with the ability to work independently within a small business environmentWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here are the benefits of this job:Salary between £26,000 and £30,000 depending on experienceHybrid working based near St Pauls in LondonOpportunity to work directly with the founder of a growing financial planning businessExposure to the full financial planning process and client journeyOpportunity for the role to be undertaken part time for the right candidateSupportive small business environment with strong learning opportunitiesA career as a Financial Planning Assistant provides an excellent entry point into the financial services sector. Demand for financial planning continues to grow as individuals increasingly seek professional guidance around investments, pensions and long term financial goals. Starting as a Financial Planning Assistant offers valuable exposure to financial advice processes, client relationship management and financial analysis, providing a strong foundation for future progression within wealth management, paraplanning or financial advice.....Read more...
Part Time Financial Planning Assistant A growing financial planning business based in London is looking for a Financial Planning Assistant to join the team and support the delivery of high quality financial advice to clients. This Financial Planning Assistant position offers the opportunity to work closely with the founder of the business while the firm continues to grow and expand its client base. Company Overview This independent financial planning business provides tailored financial advice to individuals seeking long term financial security. The firm focuses on building strong client relationships and delivering clear, structured financial planning support across investments, pensions and wider financial goals. As the business continues to grow, they are looking to bring in a Financial Planning Assistant to help support operations and maintain best in class service for clients. Job Overview This role is a Part time Financial Planning Assistant opportunity with genuine progression into a full time position as the business continues to expand. The Financial Planning Assistant will initially work 20 to 25 hours per week, supporting the day to day administration of the financial planning process. The Financial Planning Assistant salary is £26,000 to £30,000 depending on experience, pro rated based on part time hours. This Financial Planning Assistant role operates on a hybrid basis near St Pauls tube station in London. Over time, as the company grows, the Financial Planning Assistant role is expected to develop into a full time position with broader responsibilities. Working directly with the founder, the Financial Planning Assistant will play a key role in supporting client servicing, preparing reports and coordinating communications while helping the business scale effectively. Here's what you'll be doing:Liaising with clients and supporting ongoing client relationshipsOrganising meetings and coordinating schedules for client reviewsPreparing financial planning reports and supporting documentationUsing financial planning tools such as Dynamic Planner, Sureweb and other industry systemsAssisting with calculations and research, including identifying potential growth rates and comparing financial products such as ISA providersSupporting the preparation and distribution of email marketing bulletinsMaintaining organised client records and supporting administrative processesWorking closely with the founder to support the ongoing growth of the businessHere are the skills you'll need:Experience working as a Financial Planning Assistant or within financial services administration preferred but not essentialStrong organisational skills and the ability to manage multiple prioritiesExcellent written and verbal communication skills when liaising with clientsConfidence using systems and the ability to learn financial planning tools such as Dynamic PlannerHigh attention to detail when preparing reports and working with financial informationA proactive mindset with the ability to work independently within a small business environmentWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here are the benefits of this job:Part time Financial Planning Assistant role with progression into a full time position20 to 25 hours per week initially with scope to increase hours as the business growsSalary of £26,000 to £30,000 depending on experience (pro rated)Hybrid working based near St Pauls in LondonOpportunity to work directly with the founder of a growing financial planning businessExposure to the full financial planning process and client journeySupportive small business environment with strong learning opportunitiesA career as a Financial Planning Assistant provides an excellent entry point into the financial services sector. Demand for financial planning continues to grow as individuals increasingly seek professional guidance around investments, pensions and long term financial goals. Starting as a Financial Planning Assistant offers valuable exposure to financial advice processes, client relationship management and financial analysis, providing a strong foundation for future progression within wealth management, paraplanning or financial advice.....Read more...
