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An exciting opportunity has arisen for a Paraplanner with 3 years' experience to join a thriving and forward-thinking accountancy firm.
This full-time, permanent role offers excellent benefits and a salary range of £35,000 - £45,000.
As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages, pensions, and investments, utilising the Quilter Platform.
What we are looking for:
* Previously worked as a Paraplanner, Financial administrator, Financial Planning Assistant, Financial Planning Administrator, Wealth Management Administrator or in a similar role.
* At least 3 years' experience in a similar role supporting Independent Financial Advisers (IFAs).
* Commitment to completing STEP exams within 6 months to provide advice on Wills and Trusts.
* Hold Para-Planning qualification.
* Strong IT and communication abilities.
Apply now for this exceptional Paraplanner opportunity to work with a dynamic team and further enhance your 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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Type: Permanent Location: Belfast, Northern Ireland
Start:
Duration:
Salary / Rate: £35000 - £45000 Per Annum
Posted: 2025-04-03 17:19:27
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Job Description:.
Are you working towards your CII Level 4 Financial Planning qualification?
Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.
Skills/Experience:
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Strong Excel skills and experience
Good knowledge of operational administration including settlement and transfers
An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired
Core Responsibilities:
Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings.
Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews.
Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards.
Draft client correspondence, including fund switches and withdrawals.
Assist with new business processing, onboarding, and CRM updates.
Maintain compliant advice files and support clients with queries.
Manage prospect data and Adviser pipelines in Xplan.
Handle dealing instructions for investments.
Ensure accurate and timely client communication (emails, letters, reports).
Oversee workloads to enhance client experience and improve procedures.
Collaborate with Client Servicing and Operations teams to optimise service levels.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16028
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: London, England
Start: ASAP
Posted: 2025-03-25 15:39:39
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An exciting opportunity has arisen for a Paraplanner with 2 years' experience to join a well-established financial planning firm.
This full-time role offers excellent benefits and a salary range of £40,000 - £45,000.
As a Paraplanner, you will support financial planners by preparing reports, conducting research, and ensuring compliance and accuracy across client documentation.
You will be responsible for:
* Ensure client records are accurate and up to date within office systems.
* Communicate with clients to gather required information and clarify details.
* Work closely with team members to optimise financial planning processes.
* Manage multiple tasks efficiently, meeting deadlines through effective time management.
* Provide exceptional customer service by responding to client inquiries and concerns promptly.
What we are looking for:
* Previously worked as a Paraplanner, Financial Administrator or in a similar role.
* At least 2 years' experience in paraplanning.
* Background working within the financial services sector.
* Level 4 qualified in Paraplanning.
* Excellent report-writing abilities and attention to detail.
* Skilled in Microsoft Outlook and general office software.
* Strong communication and organisational skills.
What's on offer:
* Company pension
* Bonus scheme
* Employee discount
* Life insurance
* Referral programme
* Financial planning services
Apply now for this exceptional Paraplanner opportunity to work with a dynamic team and further enhance your 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.
....Read more...
Type: Permanent Location: Brighton, England
Start:
Duration:
Salary / Rate: £40000 - £45000 Per Annum
Posted: 2025-03-20 14:02:15
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Job Description:.
Are you working towards your CII Level 4 Financial Planning qualification?
Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.
Skills/Experience:
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Strong Excel skills and experience
Good knowledge of operational administration including settlement and transfers
An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired
Core Responsibilities:
Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings.
Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews.
Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards.
Draft client correspondence, including fund switches and withdrawals.
Assist with new business processing, onboarding, and CRM updates.
Maintain compliant advice files and support clients with queries.
Manage prospect data and Adviser pipelines in Xplan.
Handle dealing instructions for investments.
Ensure accurate and timely client communication (emails, letters, reports).
Oversee workloads to enhance client experience and improve procedures.
Collaborate with Client Servicing and Operations teams to optimise service levels.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16028
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-03-06 10:40:36
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Paraplanner
Location: Bristol
Contract: Permanent
Rate: £35,000 - £40,000 Per Annum + Benefits
Start date: Flexible
*Hybrid Working
*
Contact: miraj.hussen@servicecare.org.uk
Job Description
Service Care Solutions is delighted to be recruiting on behalf of a well-regarded financial advisory firm in Bristol, seeking a dedicated and detail-oriented Paraplanner to join their team.
This role is ideal for a candidate with a strong background in financial planning, excellent analytical skills, and a client-centered approach.
As a key member of the team, you'll conduct comprehensive financial research, support Financial Planners in client meetings, and manage client portfolios to ensure optimal performance.
If you have a passion for delivering exceptional client service and a solid understanding of the financial planning landscape, this could be the perfect opportunity for you.
Main responsibilities
Perform comprehensive financial analysis and research to develop personalised planning strategies and oversee their successful execution.
Manage and review client portfolios, ensuring alignment with set benchmarks, timely rebalancing, and ongoing portfolio optimisation.
Participate in client meetings alongside Financial Planners, building strong client relationships and acting as the primary point of contact for inquiries.
Analyse client data to create detailed cash flow projections and scenarios using advanced financial planning tools.
Liaise with product providers and external stakeholders to ensure effective communication and seamless process management.
Candidate Requirements
At least 2 years of experience in a similar financial planning role.
Diploma in Financial Planning (Dip PFS) is highly desirable.
Comprehensive knowledge of financial planning areas, including investment management, pensions, tax, protection, and estate planning.
Strong relationship-building skills, with a client-centric approach and exceptional attention to detail.
Proficient in cash flow modeling and experienced in managing complex financial plans for high-net-worth clients.
If you are interested in the role, or know of anyone who may be, please contact Miraj at Service Care Solutions on 01772 208969 or email miraj.hussen@servicecare.org.uk
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed. ....Read more...
Type: Permanent Location: Bristol, England
Start: Flexible
Salary / Rate: £35000.00 - £40000.00 per annum
Posted: 2025-02-26 09:23:16
