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£30,000 + BenefitsAre you an Paraplanner with a passion for delivering exceptional client support? If you're seeking a professional yet friendly environment where your skills will be valued and developed, offering genuinely exciting career progression, this could be the role for you.
We're recruiting on behalf of a highly respected Wealth Management firm for a talented Paraplanner to join their growing team.
This is a fantastic opportunity to be part of a business that prides itself on client care, technical excellence and a collaborative culture.
As a Paraplanner, you'll play a pivotal role in supporting Advisers and Partners, helping to deliver tailored financial planning solutions across investment, retirement, tax and estate planning.
Key Responsibilities
Analysing client requirements, building cash flow models, and recording data accurately.
Researching and evaluating financial products to create bespoke solutions.
Preparing suitability reports, review packs, and client documentation.
Attending client meetings and handling queries with professionalism and discretion.
Liaising with colleagues to ensure application forms, reports, and client files are prepared to the highest standard.
Supporting and mentoring junior team members where required.
Skills & Experience
Experienced in paraplanning within an IFA or wealth management environment.
An interest in working towards a Diploma Level 4 PFS qualification, if not already achieved
Some technical knowledge across pensions, investments and estate planning.
Skilled in cashflow modelling tools (e.g.
Voyant) and confident producing suitability reports.
Highly organised, numerate, and an excellent communicator with strong client-facing skills.
Calm under pressure, a team player, and enthusiastic about helping clients achieve their financial goals.
This is a fantastic opportunity to join a respected, forward-thinking Wealth Management practice, where you'll enjoy a supportive team environment with ongoing development and training, a competitive salary and benefits package and exposure to high-quality clients and complex financial planning cases.
If you're ready to bring your ambition, drive and client focus to a firm where your contribution will be genuinely valued, we'd love to hear from you.
Apply now! ....Read more...
Type: Permanent Location: Woking, England
Start: ASAP
Salary / Rate: Up to £30000.00 per annum + Benefits
Posted: 2025-10-01 08:46:06
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An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
* Collaborating with financial planners to conduct detailed research.
* Producing accurate financial reports, including cashflow planning and tailored recommendations.
* Researching financial products and market trends to support planning advice.
* Utilising planning software to manage tasks and produce recommendations.
* Ensuring adherence to regulatory standards and compliance requirements.
* Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
* Previously worked as a Paraplanner within the financial services sector.
* Strong knowledge of financial planning software and regulatory frameworks.
* Exceptional analytical skills and attention to detail.
* Ability to contribute effectively within a team environment.
* Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
* Competitive Salary
* Collaborative and supportive working environment.
* Opportunities for professional development and career progression.
* Flexible and hybrid working options.
* 25 days annual leave plus bank holidays.
* Access to health and wellbeing schemes
* Including Employee Assistance Programmes.
* Pension scheme with employer contributions.
* Staff rewards
* Commission schemes.
This is a fantastic opportunity to advance your career in financial services while making a meaningful impact on clients' financial futures.
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: Exeter, England
Start:
Duration:
Salary / Rate: £40000 - £50000 Per Annum
Posted: 2025-09-25 13:03:23
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An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
* Collaborating with financial planners to conduct detailed research.
* Producing accurate financial reports, including cashflow planning and tailored recommendations.
* Researching financial products and market trends to support planning advice.
* Utilising planning software to manage tasks and produce recommendations.
* Ensuring adherence to regulatory standards and compliance requirements.
* Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant, Financial administrator within the financial services sector.
* Strong knowledge of financial planning software and regulatory frameworks.
* Exceptional analytical skills and attention to detail.
* Ability to contribute effectively within a team environment.
* Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
* Competitive Salary
* Collaborative and supportive working environment.
* Opportunities for professional development and career progression.
* Flexible and hybrid working options.
* 25 days annual leave plus bank holidays.
* Access to health and wellbeing schemes
* Including Employee Assistance Programmes.
* Pension scheme with employer contributions.
* Staff rewards
* Commission schemes.
This is a fantastic opportunity to advance your career in financial services while making a meaningful impact on clients' financial futures.
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: Weston-super-Mare, England
Start:
Duration:
Salary / Rate: £40000 - £50000 Per Annum
Posted: 2025-09-25 13:00:14
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An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
* Collaborating with financial planners to conduct detailed research.
* Producing accurate financial reports, including cashflow planning and tailored recommendations.
* Researching financial products and market trends to support planning advice.
* Utilising planning software to manage tasks and produce recommendations.
* Ensuring adherence to regulatory standards and compliance requirements.
* Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant, Financial administrator within the financial services sector.
* Strong knowledge of financial planning software and regulatory frameworks.
* Exceptional analytical skills and attention to detail.
* Ability to contribute effectively within a team environment.
* Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
* Competitive Salary
* Collaborative and supportive working environment.
* Opportunities for professional development and career progression.
* Flexible and hybrid working options.
* 25 days annual leave plus bank holidays.
* Access to health and wellbeing schemes
* Including Employee Assistance Programmes.
* Pension scheme with employer contributions.
* Staff rewards
* Commission schemes.
This is a fantastic opportunity to advance your career in financial services while making a meaningful impact on clients' financial futures.
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: Plymouth, England
Start:
Duration:
Salary / Rate: £40000 - £50000 Per Annum
Posted: 2025-09-25 12:57:00
-
An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
* Collaborating with financial planners to conduct detailed research.
* Producing accurate financial reports, including cashflow planning and tailored recommendations.
* Researching financial products and market trends to support planning advice.
* Utilising planning software to manage tasks and produce recommendations.
* Ensuring adherence to regulatory standards and compliance requirements.
* Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
* Previously worked as a Paraplanner within the financial services sector.
* Strong knowledge of financial planning software and regulatory frameworks.
* Exceptional analytical skills and attention to detail.
* Ability to contribute effectively within a team environment.
* Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
* Competitive Salary
* Collaborative and supportive working environment.
* Opportunities for professional development and career progression.
* Flexible and hybrid working options.
* 25 days annual leave plus bank holidays.
* Access to health and wellbeing schemes
* Including Employee Assistance Programmes.
* Pension scheme with employer contributions.
* Staff rewards
* Commission schemes.
This is a fantastic opportunity to advance your career in financial services while making a meaningful impact on clients' financial futures.
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: Exeter, Plymouth, Weston-super-Mare, England
Start:
Duration:
Salary / Rate: £40000 - £50000 Per Annum
Posted: 2025-09-24 16:45:00
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An opportunity Has Arisen for a Senior IFA Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As aSenior IFA Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For
* Leading, mentoring, and developing the client support team.
* Allocating and monitoring workloads to ensure deadlines are achieved.
* Managing complex or high-priority client administration tasks directly.
* Overseeing onboarding, annual reviews, and day-to-day service delivery.
* Acting as the main operational point of contact between advisers and paraplanners.
* Monitoring workflow and addressing bottlenecks before they escalate.
* Maintaining compliance and ensuring quality standards are met.
* Driving continuous improvement across systems and processes.
* (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For
* Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
* At least 2 years of experience in financial services
* A strong background in financial services administration (pensions, investments, insurance, or wealth management).
* Proven ability to lead teams and manage multiple priorities effectively.
* Excellent attention to detail and accuracy in all tasks.
* Strong organisational skills and effective communication.
What's on Offer
* Competitive salary
* Generous holiday entitlement.
* Professional development and qualification support.
* Company pension and wellbeing initiatives.
* Enhanced family leave policies.
* Additional leave and regular company events.
* Supportive and collaborative working culture.
This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation.
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: Belfast, Northern Ireland
Start:
Duration:
Salary / Rate: £30000 - £40000 Per Annum
Posted: 2025-09-17 10:26:47
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An opportunity Has Arisen for a Financial Services Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Financial Services Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For:
* Leading, mentoring, and developing the client support team.
* Allocating and monitoring workloads to ensure deadlines are achieved.
* Managing complex or high-priority client administration tasks directly.
* Overseeing onboarding, annual reviews, and day-to-day service delivery.
* Acting as the main operational point of contact between advisers and paraplanners.
* Monitoring workflow and addressing bottlenecks before they escalate.
* Maintaining compliance and ensuring quality standards are met.
* Driving continuous improvement across systems and processes.
* (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For:
* Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
* At least 2 years of experience in financial services
* A strong background in financial services administration (pensions, investments, insurance, or wealth management).
* Proven ability to lead teams and manage multiple priorities effectively.
* Excellent attention to detail and accuracy in all tasks.
* Strong organisational skills and effective communication.
What's on Offer:
* Competitive salary
* Generous holiday entitlement.
* Professional development and qualification support.
* Company pension and wellbeing initiatives.
* Enhanced family leave policies.
* Additional leave and regular company events.
* Supportive and collaborative working culture.
This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation.
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: Belfast, Northern Ireland
Start:
Duration:
Salary / Rate: £30000 - £40000 Per Annum
Posted: 2025-09-17 10:23:15
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An opportunity Has Arisen for a Paraplanner to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Paraplanner, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For
* Leading, mentoring, and developing the client support team.
* Allocating and monitoring workloads to ensure deadlines are achieved.
* Managing complex or high-priority client administration tasks directly.
* Overseeing onboarding, annual reviews, and day-to-day service delivery.
* Acting as the main operational point of contact between advisers and paraplanners.
* Monitoring workflow and addressing bottlenecks before they escalate.
* Maintaining compliance and ensuring quality standards are met.
* Driving continuous improvement across systems and processes.
* (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant or in a similar role.
* At least 2 years of experience in financial services
* A strong background in financial services administration (pensions, investments, insurance, or wealth management).
* Proven ability to lead teams and manage multiple priorities effectively.
* Excellent attention to detail and accuracy in all tasks.
* Strong organisational skills and effective communication.
What's on Offer
* Competitive salary
* Generous holiday entitlement.
* Professional development and qualification support.
* Company pension and wellbeing initiatives.
* Enhanced family leave policies.
* Additional leave and regular company events.
* Supportive and collaborative working culture.
This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation.
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: Belfast, Northern Ireland
Start:
Duration:
Salary / Rate: £30000 - £40000 Per Annum
Posted: 2025-09-17 10:22:05
