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We are urgently seeking experienced Senior Paraplanners for an initial 5-month fixed-term contract, available for immediate start. This is a fully remote position with a competitive salary range of £50,000-£60,000, depending on experience. Key Responsibilities: Produce high-quality, compliant suitability reports and client documentation Collaborate with Financial Planners on complex cases, providing technical support and recommendations Perform in-depth research and cashflow modelling to support tailored financial planning strategies Ensure documentation and records meet FCA and company compliance standards Support and mentor less experienced paraplanning staff; act as a subject matter expert Attend client meetings when required, contributing to an exceptional client experience What We're Looking For: Ideally 5+ years of paraplanning experience Diploma in Financial Planning (minimum); working towards Chartered status is advantageous Strong technical...

Paraplanner - Edinburgh - Hybrid Working Salary: £40,000-£47,000 (up to £50,000 for highly experienced candidates) We are seeking an experienced Paraplanner to join a dynamic, forward-thinking financial services firm in Edinburgh. This is a hybrid role, offering the flexibility to work from home up to 2 days per week following an initial training period. As a key member of the Paraplanning team, you will support the delivery of tailored financial planning solutions, working closely with Financial Planners and Client Executives to ensure an exceptional client experience. You will be responsible for producing compliant, high-quality suitability reports and recommendations, helping clients achieve their financial goals. Key Responsibilities: Prepare suitability reports, financial plans, and tax calculations to a high standard. Conduct in-depth research, cashflow modelling, and analysis to identify appropriate solutions. Liaise with providers to obtain information on...

Position: Remote Paraplanner Salary to £38,000 plus company benefits We are working with an award winning, national independent financial planning organisation to recruit an additional Paraplanner. Our client is renowned for excellence and innovation in the financial services industry; they pride themselves on delivering exceptional service and tailored solutions to their clients throughout the UK. Location: This is a remote position, offering the flexibility to work from anywhere in the UK. Role Overview: As a Paraplanner, you will play a key role in assisting with report writing, conducting research, and offering technical expertise to ensure clients receive the highest standard of financial advice. Key Responsibilities: Collaborate with Advisors to prepare comprehensive and accurate client reports. Conduct thorough research on financial products, investment opportunities, and regulatory changes. Provide technical support to Advisors, offering insights and...

Position: Remote Paraplanner Salary to £38,000 plus company benefits We are working with an award winning, national independent financial planning organisation to recruit an additional Paraplanner. Our client is renowned for excellence and innovation in the financial services industry; they pride themselves on delivering exceptional service and tailored solutions to their clients throughout the UK. Location: This is a remote position, offering the flexibility to work from anywhere in the UK. Role Overview: As a Paraplanner, you will play a key role in assisting with report writing, conducting research, and offering technical expertise to ensure clients receive the highest standard of financial advice. Key Responsibilities: Collaborate with Advisors to prepare comprehensive and accurate client reports. Conduct thorough research on financial products, investment opportunities, and regulatory changes. Provide technical support to Advisors, offering insights and...

Position: Remote Paraplanner Salary to £38,000 plus company benefits We are working with an award winning, national independent financial planning organisation to recruit an additional Paraplanner. Our client is renowned for excellence and innovation in the financial services industry; they pride themselves on delivering exceptional service and tailored solutions to their clients throughout the UK. Location: This is a remote position, offering the flexibility to work from anywhere in the UK. Role Overview: As a Paraplanner, you will play a key role in assisting with report writing, conducting research, and offering technical expertise to ensure clients receive the highest standard of financial advice. Key Responsibilities: Collaborate with Advisors to prepare comprehensive and accurate client reports. Conduct thorough research on financial products, investment opportunities, and regulatory changes. Provide technical support to Advisors, offering insights and...

Position: Remote Paraplanner Salary to £38,000 plus company benefits We are working with an award winning, national independent financial planning organisation to recruit an additional Paraplanner. Our client is renowned for excellence and innovation in the financial services industry; they pride themselves on delivering exceptional service and tailored solutions to their clients throughout the UK. Location: This is a remote position, offering the flexibility to work from anywhere in the UK. Role Overview: As a Paraplanner, you will play a key role in assisting with report writing, conducting research, and offering technical expertise to ensure clients receive the highest standard of financial advice. Key Responsibilities: Collaborate with Advisors to prepare comprehensive and accurate client reports. Conduct thorough research on financial products, investment opportunities, and regulatory changes. Provide technical support to Advisors, offering insights and...

Position: Remote Paraplanner Salary to £38,000 plus company benefits We are working with an award winning, national independent financial planning organisation to recruit an additional Paraplanner. Our client is renowned for excellence and innovation in the financial services industry; they pride themselves on delivering exceptional service and tailored solutions to their clients throughout the UK. Location: This is a remote position, offering the flexibility to work from anywhere in the UK. Role Overview: As a Paraplanner, you will play a key role in assisting with report writing, conducting research, and offering technical expertise to ensure clients receive the highest standard of financial advice. Key Responsibilities: Collaborate with Advisors to prepare comprehensive and accurate client reports. Conduct thorough research on financial products, investment opportunities, and regulatory changes. Provide technical support to Advisors, offering insights and...

Position: Remote Paraplanner Salary to £38,000 plus company benefits We are working with an award winning, national independent financial planning organisation to recruit an additional Paraplanner. Our client is renowned for excellence and innovation in the financial services industry; they pride themselves on delivering exceptional service and tailored solutions to their clients throughout the UK. Location: This is a remote position, offering the flexibility to work from anywhere in the UK. Role Overview: As a Paraplanner, you will play a key role in assisting with report writing, conducting research, and offering technical expertise to ensure clients receive the highest standard of financial advice. Key Responsibilities: Collaborate with Advisors to prepare comprehensive and accurate client reports. Conduct thorough research on financial products, investment opportunities, and regulatory changes. Provide technical support to Advisors, offering insights and...

Position: Remote Paraplanner Salary to £38,000 plus company benefits We are working with an award winning, national independent financial planning organisation to recruit an additional Paraplanner. Our client is renowned for excellence and innovation in the financial services industry; they pride themselves on delivering exceptional service and tailored solutions to their clients throughout the UK. Location: This is a remote position, offering the flexibility to work from anywhere in the UK. Role Overview: As a Paraplanner, you will play a key role in assisting with report writing, conducting research, and offering technical expertise to ensure clients receive the highest standard of financial advice. Key Responsibilities: Collaborate with Advisors to prepare comprehensive and accurate client reports. Conduct thorough research on financial products, investment opportunities, and regulatory changes. Provide technical support to Advisors, offering insights and...

Position: Remote Paraplanner Salary to £38,000 plus company benefits We are working with an award winning, national independent financial planning organisation to recruit an additional Paraplanner. Our client is renowned for excellence and innovation in the financial services industry; they pride themselves on delivering exceptional service and tailored solutions to their clients throughout the UK. Location: This is a remote position, offering the flexibility to work from anywhere in the UK. Role Overview: As a Paraplanner, you will play a key role in assisting with report writing, conducting research, and offering technical expertise to ensure clients receive the highest standard of financial advice. Key Responsibilities: Collaborate with Advisors to prepare comprehensive and accurate client reports. Conduct thorough research on financial products, investment opportunities, and regulatory changes. Provide technical support to Advisors, offering insights and...

Position: Remote Paraplanner Salary to £38,000 plus company benefits We are working with an award winning, national independent financial planning organisation to recruit an additional Paraplanner. Our client is renowned for excellence and innovation in the financial services industry; they pride themselves on delivering exceptional service and tailored solutions to their clients throughout the UK. Location: This is a remote position, offering the flexibility to work from anywhere in the UK. Role Overview: As a Paraplanner, you will play a key role in assisting with report writing, conducting research, and offering technical expertise to ensure clients receive the highest standard of financial advice. Key Responsibilities: Collaborate with Advisors to prepare comprehensive and accurate client reports. Conduct thorough research on financial products, investment opportunities, and regulatory changes. Provide technical support to Advisors, offering insights and...

We are working with an established and highly regarded Financial Services organisation to recruit an additional Employee Benefits Administrator. Our client is a leading name in the industry, providing holistic services across Employee Benefits, Financial Planning and Mortgages. They are a growing business with multiple offices across the UK; their main presence is in the South West of England. The business has seen impressive growth over the past five years and they are poised for continued expansion over the next few years. Our client is looking to recruit a motivated and professional Employee Benefits Administrator to join their corporate team. This position will be a vital part of the organisation providing support to a team of successful Employee Benefits Consultants and their growing book of clients. Responsibilities: Acting as the first point of contact for clients, product providers, and consultants. Managing client data, processing new business, and ensuring...

We are working with an established and highly regarded Financial Services organisation to recruit an additional Employee Benefits Administrator. Our client is a leading name in the industry, providing holistic services across Employee Benefits, Financial Planning and Mortgages. They are a growing business with multiple offices across the UK; their main presence is in the South West of England. The business has seen impressive growth over the past five years and they are poised for continued expansion over the next few years. Our client is looking to recruit a motivated and professional Employee Benefits Administrator to join their corporate team. This position will be a vital part of the organisation providing support to a team of successful Employee Benefits Consultants and their growing book of clients. Responsibilities: Acting as the first point of contact for clients, product providers, and consultants. Managing client data, processing new business, and ensuring...

We are working with one of the UKs leading Financial Planning and Asset Management organisations to recruit a fixed term contract Paraplanner. Our client is a true market leader, recognised for its innovation, success and growth over the past few years. They are currently seeking to recruit Paraplanners for an initial 6 month fixed-term contract, ideally for an immediate start. This is a fully remote position with a competitive salary to £55,000. Key Responsibilities: Produce high-quality, compliant suitability reports and client documentation Collaborate with Financial Planners on complex cases, providing technical support and recommendations Perform in-depth research and cashflow modelling to support tailored financial planning strategies Ensure documentation and records meet FCA and company compliance standards Support and mentor less experienced paraplanning staff; act as a subject matter expert Attend client meetings when required, contributing to an exceptional...

We are working with one of the UKs leading Financial Planning and Asset Management organisations to recruit a fixed term contract Paraplanner. Our client is a true market leader, recognised for its innovation, success and growth over the past few years. They are currently seeking to recruit Paraplanners for an initial 6 month fixed-term contract, ideally for an immediate start. This is a fully remote position with a competitive salary to £55,000. Key Responsibilities: Produce high-quality, compliant suitability reports and client documentation Collaborate with Financial Planners on complex cases, providing technical support and recommendations Perform in-depth research and cashflow modelling to support tailored financial planning strategies Ensure documentation and records meet FCA and company compliance standards Support and mentor less experienced paraplanning staff; act as a subject matter expert Attend client meetings when required, contributing to an exceptional...

An excellent opportunity has arisen for an experienced Paraplanner to join a highly successful and well-established regional wealth management practice. This fully independent firm has built an outstanding reputation for providing high-quality financial planning advice and has gone from strength to strength in recent years. Continued business growth has created the need to recruit an additional Paraplanner to support their expanding team. Working closely with a team of successful Financial Planners, you will provide comprehensive technical support across the advice process. The Role Preparing high-quality suitability reports Conducting detailed technical research across pensions, investments and protection Supporting Financial Planners throughout the advice process Assisting with client queries and providing technical support where required Liaising with providers and internal teams to ensure efficient case progression Contributing to the ongoing development of...

An excellent opportunity has arisen for an experienced Paraplanner to join a highly successful and well-established regional wealth management practice. This fully independent firm has built an outstanding reputation for providing high-quality financial planning advice and has gone from strength to strength in recent years. Continued business growth has created the need to recruit an additional Paraplanner to support their expanding team. Working closely with a team of successful Financial Planners, you will provide comprehensive technical support across the advice process. The Role Preparing high-quality suitability reports Conducting detailed technical research across pensions, investments and protection Supporting Financial Planners throughout the advice process Assisting with client queries and providing technical support where required Liaising with providers and internal teams to ensure efficient case progression Contributing to the ongoing development of...

We are working with an award winning, national independent financial planning organisation to recruit an additional Paraplanner. Our client is renowned for excellence and innovation in the financial services industry; they pride themselves on delivering exceptional service and tailored solutions to their clients throughout the UK. Location: This is a fully remote position with no requirement to attend an office. Role Overview: As a Paraplanner, you will play a key role in assisting with report writing, conducting research, and offering technical expertise to ensure clients receive the highest standard of financial advice. Key Responsibilities: Collaborate with Advisors to prepare comprehensive and accurate client reports. Conduct thorough research on financial products, investment opportunities, and regulatory changes. Provide technical support to Advisors, offering insights and recommendations on complex financial matters. Assist in the development of financial...

We are working with an award winning, national independent financial planning organisation to recruit an additional Paraplanner. Our client is renowned for excellence and innovation in the financial services industry; they pride themselves on delivering exceptional service and tailored solutions to their clients throughout the UK. Location: This is a fully remote position with no requirement to attend an office. Role Overview: As a Paraplanner, you will play a key role in assisting with report writing, conducting research, and offering technical expertise to ensure clients receive the highest standard of financial advice. Key Responsibilities: Collaborate with Advisors to prepare comprehensive and accurate client reports. Conduct thorough research on financial products, investment opportunities, and regulatory changes. Provide technical support to Advisors, offering insights and recommendations on complex financial matters. Assist in the development of financial...

We are working with a highly successful and fully independent financial planning organisation; our client is recognised as one of the leading names in the industry. Established and award-winning, they have been celebrated for both the quality of their financial advice and their commitment to staff. They are looking to recruit a Financial Services Administrator to join their growing team. This is an exciting opportunity to work in a supportive and professional environment, providing administrative support to a highly successful team of Financial Planners and their clients. The role: Provide vital administrative support across financial planning operations. Ensure the smooth delivery of services to clients. Work collaboratively with a team of experienced professionals, demonstrating strong organisational skills and attention to detail. Who we are looking for: Previous experience within a financial services company is essential. Ideally, experience in financial...