paraplanner financial planning jobs

You will be responsible for using information provided by clients and advisers, collating and inputting data, and producing accurate, personalised suitability reports using PowerPlanners internal systems.

You will also provide technical input where required and help maintain the high standards expected by our clients.

The Client Our client is a boutique firm offering a consistently high level of personal service. This gives both private and corporate clients confidence that their financial affairs are handled with the highest degree of competence and efficiency. Our client has recently expanded and moved to new premises near the city centre. They have an excellent team and offer a friendly and supportive...

PowerPlanner Solutions is a small but growing paraplanning services company seeking an experienced Report Writer / Financial Paraplanner to join our team on a full-time, permanent basis. This is an exciting opportunity to work within a small, agile business, gain exposure to a variety of financial services disciplines, and play a key role in delivering high-quality, compliant suitability reports....

My client are a well-established financial planning firm on the outskirts of Bristol that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce. This is an office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners. Specific Duties Include: - Obtaining client information ensuring back office systems are...

Financial Planning Administrator High Wycombe | Hybrid Working Available Salary up to £40,000 (DOE) | Full-Time We are currently working with a well-established and highly regarded financial planning firm based in High Wycombe, who are looking to recruit a Financial Planning Administrator to join their growing team. This is an excellent opportunity for an experienced financial services...

The Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. This role is based in Cambridge. The Financial Planning...

You will work alongside the admin and paraplanner staff to ensure we provide the best outcome for our clients. You would be expected to work to work independently as well as within a team, be proactive and have a positive attitude and be able to prioritise your own workload.

You will play a key role in the preparation of financial plans, research, and suitability reporting, allowing advisers to focus on client relationships and strategic advice.

You will conduct detailed research across pensions, investments, protection, and other financial products.

PARAPLANNER OPPORTUNITY – WEALTH MANAGEMENTYORK (HYBRID) 2/3 days in office£45-50K and bonus/benefitsOur client is a chartered national IFA firm with ambitious growth plans, currently 10 locations and c £2 Billion AUM are currently looking to recruit a talented, technically competent Paraplanner to strengthen their Paraplanning support:Level 4 qualified Paraplanner essential, minimum 18 Months in...

Paraplanner Hybrid (2 day per week in office)Up to £50,000 - £60,000LeedsAn opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.The office is based in Leeds and would only require 2 days per week in the office.The business is looking for an individual that...

Paraplanner Salary up to £60k plus 2 x annual discretionary bonus and excellent benefits.Location: London, Full-time, hybrid working.Are you an analytically minded Paraplanner who thrives in a fast‑paced environment? Do you enjoy evaluating complex financial scenarios and helping shape high‑quality, compliant advice? This is an excellent opportunity to join a forward‑thinking organisation where...

The Client Our client is a boutique firm offering a consistently high level of personal service. This gives both private and corporate clients confidence that their financial affairs are handled with the highest degree of competence and efficiency. Our client has recently expanded and moved to new premises near the city centre. They have an excellent team and offer a friendly and supportive...

My client are a well established Financial Planning practice based in North Bristol and are currently looking to recruit a Financial Services Administrator to join their long-standing workforce. The Role: To support the Financial Planners and Paraplanners with day-to-day administrative tasks including: - Processing letters of authority. - Compile enclosures for reports such as illustrations,...

✨ Paraplanner — Chartered / Almost Chartered📍 Location: (Insert location / hybrid / remote)💰 Salary: Competitive + bonus + study support + excellent benefits📈 Clear progression | High-quality clients | Supportive cultureAre you a technically strong Paraplanner who genuinely loves getting under the skin of complex financial planning… but also wants to feel valued, supported, and part of a team...

The Company: A well respected and professional financial planning firm with ambitious growth plans.The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. This role is based in Cambridge.The Financial Planning...

Paraplanner | HarrogateUp to £48,000 basic salaryHybrid working model (Typically 3 days office based)Free parkingIDEX are working with one of the most exciting Advisory groups in the UK who, through continued FUM growth, require an additional Paraplanner within their Harrogate base. The business has been in the press for various significant acquisitions during 2024 and the trend looks set to...

Financial Planning Administrator High Wycombe | Hybrid Working Available Salary up to £40,000 (DOE) | Full-Time We are currently working with a well-established and highly regarded financial planning firm based in High Wycombe, who are looking to recruit a Financial Planning Administrator to join their growing team. This is an excellent opportunity for an experienced financial services...

PowerPlanner Solutions is a small but growing paraplanning services company seeking an experienced Report Writer / Financial Paraplanner to join our team on a full-time, permanent basis. Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.This is an exciting opportunity to work within a small, agile business, gain exposure to a variety of financial...

PowerPlanner Solutions is a small but growing paraplanning services company seeking an experienced Report Writer / Financial Paraplanner to join our team on a full-time, permanent basis. This is an exciting opportunity to work within a small, agile business, gain exposure to a variety of financial services disciplines, and play a key role in delivering high-quality, compliant suitability...

Power Planner Solutions is a small but growing paraplanning services company seeking an experienced Report Writer / Financial Paraplanner to join our team on a full-time, permanent basis. Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.This is an exciting opportunity to work within a small, agile business, gain exposure to a variety of financial...