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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.
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Type: Permanent Location: Woking, England
Start:
Duration:
Salary / Rate: £40000 - £50000 Per Annum
Posted: 2026-03-25 12:00:06
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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...
Type: Permanent Location: Lewes, England
Start:
Duration:
Salary / Rate: £50000 - £60000 Per Annum
Posted: 2026-03-18 16:16:53
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Administrator (Financial Services)
Location: St HelensHours: 9.30am - 4.30pmFull-time | Permanent A well-established and highly respected financial planning firm is seeking an experienced Financial/Technical Administrator to support advisers in delivering high-quality ongoing and new business administrative support.This is an excellent opportunity for a technically strong administrator who enjoys managing cases end-to-end, thrives in a structured regulatory environment, and takes pride in delivering accurate, compliant work.
The Role
You will play a key role in supporting advisers by:
Managing ongoing advice cases from start to completion
Preparing and issuing compliant advice documentation within agreed service standards
Producing detailed client meeting notes, including complex cases (drawdown, decumulation, trusts)
Supporting fund switches, top-ups, new business submissions and annual reviews
Completing projections and technical calculations to assist adviser recommendations
Processing specialist cases including death claims, probate-related documentation, ITS, VCT and Long-Term Care cases
Tracking pipeline business and ensuring smooth workflow management
Maintaining accurate, compliant client records in line with FCA requirements
You will work closely with advisers, paraplanners and fellow administrators to ensure seamless client service and continuity.
About You
We're looking for someone who has:
Experience within FCA-regulated financial services (Desirable)
Strong technical understanding of ongoing advice and regulated documentation
High attention to detail and excellent organisational skills
The ability to manage multiple cases and deadlines efficiently
Confidence in producing detailed, accurate written documentation
A proactive and collaborative approach
What's on Offer
A supportive and professional team environment
Clear processes and structured workflows
Opportunities for ongoing development and accreditation
A stable, growing business with strong compliance standards
Hybrid working arrangements
If you are an experienced Financial Services Administrator looking to join a forward-thinking firm where quality and compliance truly matter, we would love to hear from you.
Apply confidentially today to learn more.
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website).
Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers.
We are an equal opportunities employer and we never charge candidates a fee for our services. ....Read more...
Type: Permanent Location: Newton-Le-Willows, England
Start: ASAP
Salary / Rate: £27000.00 - £30000.00 per annum + Progression + Benefits
Posted: 2026-03-10 11:35:29
