172 Paraplanner jobs in the United Kingdom

Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.

Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.

This newly created Paraplanner role is located for their Uckfield regional hub, one of 50 national offices. They are award winning and recognised as one of the prominent names in the Financial Services industry.

Responsibilities

• Compiling detailed financial planning reports for the Financial Planners to present to clients.
• Support the Financial Planners by conducting research on products and helping find the right solutions for clients.
• Assisting with reviews and requests, acting as a point of contact for our clients technical day-to-day queries
• Arranging for plans to be submitted to company providers.
• Maintain client records on company software, ensuring all files are well-presented, accurate and compliant.
• Prepare client review packs and conduct Illustration requests.
• Keep up to date with financial products and legislation.
• Comply with all firm and industry guidelines, rules and regulations.

Role Requirements

• Experience in a financial advice firm and paraplanner skills are essential.
• Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience.
• Experienced in using IO/Intelligent Office software ideally.
• A reliable individual who has the ability to manage and prioritise workloads.
• Outstanding communication skills at all levels.
• Analytical and problem-solving skills.
• Experience of working as part of a team.
• Excellent organisational and multi-tasking abilities are essential.
• Flexibility/ adaptability to cope with change.
• Confident with IT and office software packages Word, Excel, PowerPoint.

Benefits of joining the business:

Quarterly paraplanning bonuses, 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary reviews, Staff awards, Study support for professional industry exams, Adviser Academy if desired, Progression, Holiday Purchase Scheme, Life Assurance, Private pension, Corporate Eyecare cover, Flex/Hybrid working.

The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.

Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.

Please apply to us here at Recruit Wealth for an immediate response.

Our national Financial Planning client is now recruiting for several experienced  Paraplanners to join their regional Cardiff offices. 

The business is going from strength to strength with rapid growth and acquisitional  expansion with Private Equity backing. 

Our client is a well known, award winning and trusted name, there has never been a  better time to join them than now.

Main duties:

Preparing preapproval documentation prior to report writing, ensuring  recommendations are researched and signed off by Compliance, Technical and the  Investment Team where appropriate

Providing accurate, timely and compliant suitability reports

Utilising all technology to produce accurate solutions for clients

Carrying out relevant financial calculations on behalf of the advisers

Proactive self-development and understanding industry changes

Ensuring all advice documentation is compliant according to FCA guidelines and  additional compliance requirements

Effectively communicating at all times both internally and externally

Working with the advisers to gather sufficient client information, including delegating  appropriate information gathering tasks to the Client Administration Team

Understand and apply all of the company’s research systems

Responsible for clear and concise instructions to Client Administration Team to ensure  proposals and documentation is correctly completed

What credentials will you have?

Strong written and verbal communication skills

Good organisation skills

Confident using Microsoft Office products and the ability to learn new systems and  processes

Good working knowledge/experience of the financial services industry and suitability  reports

Comprehensive knowledge of a wide range of financial products and services.

Ability to write bespoke pieces of advice for more complex cases where templates are not easily applied.

Confident undertaking the research required to assess a piece of advice, including the preparation of tax calculations 

Experience of working within defined service standards and procedures with a working knowledge of relevant regulatory requirements, particularly around suitability and delivery of advice

Good track record in delivering customer satisfaction.

Minimum Level 4 Diploma qualified

Benefits of joining the business

• 28 days holiday plus Bank Holidays
li>Death in Service < i>Private Medical Insurance < i>Group Income Protection < i>Employee Assistance Program < i>Medicash
• Pension
• Discretionary, up 10% company annual bonus
• rogression
• Hybrid/Work from home
< i>Full support for further professional qualifications, CPD

A very generous salary dependent on experience is being offered, company bonus, excellent benefitsas well as a professional and encouraging working culture are all available with this national brand.

Staff retention is second to none with our client and we have represented them for years with excellent success.

Alongside their strategic growth and future recruitment the business will be highly attractive to all prospective candidates.

Home/office hybrid working is also fully supported.

The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.

• Work with Financial Planners to discuss client objectives and assist Financial Services Administrators in obtaining necessary information to compile comprehensive suitability reports.
• Identify planning opportunities and assist in sourcing solutions tailored to client needs, including preparation of tax calculations where required.
• Ensure all client information is collected in line with 'know your client' principles and company policy.
• Confirm compliance documentation is accurate and complete at the time of presenting suitability reports.
• Prepare suitability reports and recommendations for Financial Planner approval, including all client-facing documentation.
• Ensure client declarations and authorisations are in place before any transactions occur.
• Conduct fund research and analysis using FE Analytics, Selectapension, Conquest, and other software to produce detailed reports for clients and reviews.
• Maintain up-to-date suitability report templates, due diligence research on funds, providers, and platforms, and monthly cumulative return tables.

• Minimum 2 years' experience in a Paraplanning role at an IFA firm.
• Experience across a variety of financial products with a strong understanding of the full financial planning process.
• Qualifications:  DipPFS or equivalent Level 4 qualification.
• Excellent client communication and relationship management skills.
• Strong team working, planning, and prioritisation abilities.
• Proficient in using IT software systems.
• High standards of honesty, integrity, dependability, and personal commitment.
• Ability to work independently to achieve agreed outcomes.
• Adaptable, enthusiastic, and committed to delivering quality service.

• Salary:  Up to £38,000 depending on experience
• Pension:  Employer contribution of 3% with salary sacrifice for employee contributions
• Annual Leave:  23 days plus Bank Holidays, increasing by 1 day every 2 years of service (up to 25 days)
• Additional Benefits:  Group life cover (x4 salary), income protection, company sick pay, Employee Assistance Programme, financial wellbeing support

Join Our Clients Team as a Financial Paraplanner!

Are you passionate about helping clients achieve their financial goals? Do you thrive in a detail-oriented environment and enjoy working collaboratively? If so, we have the perfect opportunity for you!

Position: Financial Paraplanner
Location: Horsham (Just a 12-minute walk from Horsham train station)
Contract Type: Permanent
Hours: 9 AM - 5 PM
Job Type: Full Time

About the Role:
As a Financial Paraplanner, you will play a crucial role in our clients dedicated team of five advisers, providing exceptional client service and comprehensive financial planning. Your analytical mindset and attention to detail will be essential in gathering client information, analysing financial data, and developing tailored recommendations.

Key Responsibilities:

• Collaborate closely with financial advisers to prepare detailed financial plans and investment reports.
• Collect and analyse client data, including income, expenses, assets, liabilities, insurance, and investment holdings.
• utilise financial planning software (e.g., Voyant) to create retirement projections, cash flow models, and insurance analyses.
• Conduct thorough product and fund research to support informed investment recommendations.
• Ensure compliance with regulatory and internal standards for all planning recommendations.
• Maintain accurate and up-to-date client records in our CRM and planning systems.
• Provide general administrative support to advisers as needed.

What We're Looking For:

• Previous experience in a financial planning or wealth management firm.
• Knowledge and experience with a wide range of financial services products.
• Confidence in determining the advice journey for clients.
• Strong analytical skills and a keen attention to detail.
• Excellent written and verbal communication abilities.
• Ability to prioritise tasks and manage time effectively.

Why Join Us?
We believe in rewarding our team members for their hard work! Here are just a few of the benefits you can expect:

• Competitive salary with bonus potential.
• Death in Service and Income Protection.
• Pension scheme to help secure your future.
• Generous holiday allowance starting at 23 days, increasing to 25 days!

Ready to Take the Next Step?
If you're excited about making a difference and helping clients navigate their financial futures, we want to hear from you! Join us in our Horsham office and be part of a supportive team that values your expertise and contributions.

Apply now and let's build a brighter financial future together!

Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Job Title: Paraplanner

Location: Hybrid - East Midlands (commutable from Grantham, Lincoln, Nottingham, Leicester)

Salary: 35,000-45,000, depending on experience

Hours: Monday to Friday 9 am to 5.30 pm

Benefits:

• 22 days annual leave plus bank holidays, increasing with service
• Buying/selling annual leave scheme of up to 5 days.
• Private Medical Insurance
• Permanent Health Insurance
• Enhanced sick pay
• Enhanced family leave
• Death in service
• Discounted wills and power of attorney
• Employer contribution of pension starting at 3%, increasing with service
• Half a day paid leave for volunteering and charitable activities
• Employee Assistance Programme
• Healthcare workplace app
• Team milestone awards, in accordance with length of service
• Online fitness programmes
• Study leave
• Fully supported qualifications, training and CPD
• EV salary sacrifice scheme
• Development programmes
• Cycle to work scheme

About the position of Paraplanner:

We are recruiting a Paraplanner for a well-established, highly respected financial services firm backed by a leading private equity firm and expanding rapidly. This is your chance to join a dynamic, collaborative team in an ambitious, growth-focused environment. This role offers exceptional career progression opportunities.

You'll be part of a supportive paraplanning team that works closely with advisers (currently 8 advisers supported by 6 paraplanners). Workloads are carefully monitored by the Lead Paraplanner, and the team fosters mentoring, knowledge sharing, and collaboration. While the role is primarily behind-the-scenes, there may be occasional opportunities to join advisers for complex client meetings or events, helping you broaden your experience.

The firm offers hybrid working, with an expectation of 2 days per week in the office (more during the initial onboarding period to build relationships and get up to speed). The office has on-site parking and is within 10 minutes' walk from the train station.

We are looking for candidates with experience in pensions, investments, retirement planning, protection, and tax-efficient strategies. With national expansion plans and a reputation for high-quality advice, this is an ideal opportunity to grow, develop, and shape your career with a firm that truly invests in its people.

Responsibilities for the role of Paraplanner:

• Collaborate closely with advisers and administrators to gather detailed client information and conduct research, preparing fully compliant suitability reports.
• Ensure all client documentation meets regulatory and compliance standards.
• Work with advisers to understand client needs and objectives, helping identify tailored financial solutions across pensions, investments, retirement planning, and tax-efficient strategies.
• Conduct research to support recommendations and provide actionable insights to advisers.
• Prepare and organise client data for analysis, ensuring advisers have the information they need to make informed decisions.
• Liaise with client legal and tax advisers where required.
• Accurately complete application and proposal forms, and maintain all compliance paperwork.
• Manage client updates and changes efficiently, implementing agreed investment strategies, including online trading where applicable.
• Attend client meetings on complex cases or to provide support alongside advisers.
• Monitor and review client portfolios, including asset allocation, risk profiling, and overall investment performance.
• Contribute to a collaborative, supportive team environment while gaining broad exposure to multiple financial planning sectors.

Experience and skills required for the role of Paraplanner:

• Knowledge of financial planning and investment products across the retail and wealth management sector
• Familiarity with FCA-regulated financial services and compliance requirements
• Strong written and verbal communication skills
• Good report writing ability with attention to detail
• Effective time management and organisational skills
• Proficient in Microsoft Office and financial planning software (e.g., Intelliflo, Exchange, Threesixty, Defaqto)
• Level 4 Financial Planning qualification (CII) desirable but not essential
• Familiarity with research tools (FE Analytics, CashCalc, Selectapension)
• Open to all levels of experience - from emerging paraplanners to experienced professionals

For more information regarding the role of Paraplanner please contact us

Stellar Select is acting as an employment agency and is a corporate member of the REC.

Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.

Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.

Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.

This newly created Paraplanner role is located for their Lincolnshire regional hub, one of 50 national offices. They are award winning and recognised as one of the prominent names in the Financial Services industry.

Responsibilities

• Compiling detailed financial planning reports for the Financial Planners to present to clients.
• Support the Financial Planners by conducting research on products and helping find the right solutions for clients.
• Assisting with reviews and requests, acting as a point of contact for our clients technical day-to-day queries
• Arranging for plans to be submitted to company providers.
• Maintain client records on company software, ensuring all files are well-presented, accurate and compliant.
• Prepare client review packs and conduct Illustration requests.
• Keep up to date with financial products and legislation.
• Comply with all firm and industry guidelines, rules and regulations.

Role Requirements

• Experience in a financial advice firm and paraplanner skills are essential.
• Diploma qualified minimum
• Experienced in using IO/Intelligent Office software ideally.
• A reliable individual who has the ability to manage and prioritise workloads.
• Outstanding communication skills at all levels.
• Analytical and problem-solving skills.
• Experience of working as part of a team.
• Excellent organisational and multi-tasking abilities are essential.
• Flexibility/ adaptability to cope with change.
• Confident with IT and office software packages Word, Excel, PowerPoint.

Benefits of joining the business:

Quarterly paraplanning bonuses, 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary reviews, Staff awards, Study support for professional industry exams, Adviser Academy if desired, Progression, Holiday Purchase Scheme, Life Assurance, Private pension, Corporate Eyecare cover, Flex/Hybrid working.

The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.

Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.

Please apply to us here at Recruit Wealth for an immediate response.

Paraplanner

Location: Bristol , hybrid working 3 days office, 2 days WFH.
Salary: 35,000 - 45,000 + Discretionary Bonus + Benefits
Company: Global Wealth Management Firm

Overview

We are seeking a skilled and qualified Paraplanner to join our clients Bristol office. This role offers the opportunity to work within a global wealth management firm, supporting Financial Planners in delivering comprehensive and compliant financial advice. You will be responsible for research, report writing, and ensuring the highest standards of client service and regulatory adherence.

Key Responsibilities

• Draft suitability reports with guidance from Financial Planners, ensuring compliance with internal and regulatory standards.
• Collaborate with Financial Planners to gather complete and accurate client information.
• Interpret adviser meeting notes and prepare tailored recommendations with precision and care.
• Provide technical input to advisers to support good consumer outcomes.
• Ensure client experience aligns with company standards and Treating Customers Fairly (TCF) principles.
• Maintain high standards of data quality and compliance across all processes.
• Update workflow systems to support accurate and timely management reporting.
• Ensure workflows are current and accurately reflect case progress.
• Promote and follow best practices for adviser support and client-facing processes.
• Ensure all advice outcomes meet company compliance standards and FCA regulations.
• Meet output targets for producing ongoing advice documentation.
• Communicate effectively with Client Support, advisers, and other colleagues to ensure a seamless client experience.
• Manage personal caseload efficiently and maintain up-to-date records.
• Research and analyse existing client policies and schemes using appropriate software tools.
• Obtain illustrations and Key Features documentation to support advice recommendations.
• Assist the administration team with processing new business linked to your cases.
• Maintain up-to-date technical and industry knowledge.
• Perform ad hoc tasks as required.

Requirements

• Minimum proven experience in a Paraplanning role within a similar environment.
• Familiarity with IT systems supporting financial planning services.
• Strong technical knowledge and understanding of FCA Conduct of Business (COB) rules.
• Diploma in Financial Planning (Level 4).
• Excellent communication skills, both written and verbal.
• Ability to manage workload under pressure and meet deadlines.
• Strong attention to detail and analytical thinking.
• Team-oriented with a willingness to learn and support others.

Benefits

• Competitive salary package
• Discretionary annual bonus
• Comprehensive benefits scheme
• Opportunities for professional development
• Supportive and collaborative team culture

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Paraplanner opportunity - Chartered IFA Wealth Practice

My client is a leading Chartered IFA Wealth Practice with a long-term financial planning approach to theirclients. They are looking to augment their successful team by securing an experienced Paraplanner for their Chesteroffice.

You'll deal with a wide range of Paraplanner functions such as researching products, cash flow analysis, preparing valuations & technical queries, amongst other aspects. A competitive salary to 45,000 plusbracket, for an experienced Paraplanner, but there is flexibility for the right candidate around this level.Substantialbenefits are also on offer with this role and there is support with further professional advancement with this opportunity, to allow you to gain further exams!

The role is office based, but with flexi-working on offer for staff and the office promotes longevity within it's team!

Ideally, you'll be an experienced Paraplanner, CII Level 4 Diploma in Financial Planning qualified and studying towards Chartered Status. Knowledge of IHTs, CGT, IO, Selecta Pension, Trigold, Assure Web and other platforms, would be desirable.

My client is flexible and might consider a less experienced Paraplanner with some RO exams, who is keen to progress!

Click and apply for this sought afteropportunity, as a short list is being drawn up for interview, as we speak!

Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.

Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.

This newly created Paraplanner role is located for their Chorley regional hub, one of 50 national offices. They are award winning and recognised as one of the prominent names in the Financial Services industry.

Responsibilities

• Compiling detailed financial planning reports for the Financial Planners to present to clients.
• Support the Financial Planners by conducting research on products and helping find the right solutions for clients.
• Assisting with reviews and requests, acting as a point of contact for our clients technical day-to-day queries
• Arranging for plans to be submitted to company providers.
• Maintain client records on company software, ensuring all files are well-presented, accurate and compliant.
• Prepare client review packs and conduct Illustration requests.
• Keep up to date with financial products and legislation.
• Comply with all firm and industry guidelines, rules and regulations.

Role Requirements

• Experience in a financial advice firm and paraplanner skills are essential.
• Diploma qualified minimum
• Experienced in using IO/Intelligent Office software ideally.
• A reliable individual who has the ability to manage and prioritise workloads.
• Outstanding communication skills at all levels.
• Analytical and problem-solving skills.
• Experience of working as part of a team.
• Excellent organisational and multi-tasking abilities are essential.
• Flexibility/ adaptability to cope with change.
• Confident with IT and office software packages Word, Excel, PowerPoint.

Benefits of joining the business:

Quarterly paraplanning bonuses, 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary reviews, Staff awards, Study support for professional industry exams, Adviser Academy if desired, Progression, Holiday Purchase Scheme, Life Assurance, Private pension, Corporate Eyecare cover, Flex/Hybrid working.

The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.

Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.

Please apply to us here at Recruit Wealth for an immediate response.