Paraplanner

3 weeks ago


Yorkshire And The Humber, United Kingdom Clayton Davies Full time

South Yorkshire (Remote based with expectation of being in the office twice per month)

£45,000 + Benefits


Job Description:


Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers.


The role will involve taking responsibility for the following;


  • Undertake appropriate, accurate and relevant research, based on the information gathered by the Financial Advisers, known information for clients in the on-going advice service and existing products/services the client has, to enable the Advisers to recommend a suitable solution to meet the client’s needs and objectives with a good outcome.
  • Undertake accurate calculations and cash-flow modelling where needed to support recommendations.
  • Prepare suitability reports and letters for the Financial Advisers to provide their recommendation based on our knowledge of the client, their documented needs, objectives, risk profile, to support a good client outcome, adapting your approach for clients in vulnerable circumstances.
  • Ensure that drafted suitability reports and other communications are clear, fair, and not misleading.
  • Draft and co-ordinate technical documents and research for client presentation.
  • When undertaking research or preparing suitability reports proactively identify areas of potential future advice and raise with the Financial Adviser for them to discuss with the clients.



Key Requirements;


  • RQF level 4 Diploma in Regulated Financial Planning (or equivalent)
  • Experience in a Paraplanner role within a wealth management business

  • Paraplanner

    3 weeks ago


    Doncaster, South Yorkshire, United Kingdom Premier Jobs UK Limited Full time €40,000

    This hybrid-based Paraplanner job in Doncaster is an opportunity to join a rapidly growing financial planning firm. You will be providing a full paraplanning function to their Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...

  • Paraplanner

    2 months ago


    South Yorkshire, United Kingdom Clayton Davies Full time €45,000

    South Yorkshire (Remote based with expectation of being in the office twice per month) £45,000 + Benefits Job Description : Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers. The role will involve taking responsibility for the following; Undertake appropriate, accurate and...

  • Paraplanner

    3 weeks ago


    The City, United Kingdom Recruit UK | Certified B Corp™ Full time

    Are you an experienced Paraplanner looking to elevate your career within a thriving and reputable financial advice firm?Recruit UK is excited to partner with a prestigious Independent Financial Advice firm in London, offering you an opportunity to move your career into a growing and forward thinking company.In this role, you will work closely with a Senior...

  • Paraplanner

    1 month ago


    South Yorkshire, United Kingdom Clayton Davies Full time

    📍South Yorkshire (Remote based with expectation of being in the office twice per month)💰£45,000 + BenefitsJob Description:Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers.The role will involve taking responsibility for the following;Undertake appropriate, accurate and...

  • Paraplanner

    4 weeks ago


    South Yorkshire, United Kingdom Clayton Davies Full time

    South Yorkshire (Remote based with expectation of being in the office twice per month) £45,000 + BenefitsJob Description:Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers.The role will involve taking responsibility for the following;Undertake appropriate, accurate and relevant...

  • Paraplanner

    4 weeks ago


    South Yorkshire, United Kingdom Clayton Davies Full time

    📍South Yorkshire (Remote based with expectation of being in the office twice per month)💰£45,000 + BenefitsJob Description:Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers.The role will involve taking responsibility for the following;Undertake appropriate, accurate and...


  • Yorkshire And The Humber, United Kingdom Clayton Davies Full time

    Job Title: Financial Planning AssistantCompany: Clayton DaviesLocation: Remote with occasional office visitsSalary: £45,000 + BenefitsJob Description:We are seeking an experienced Financial Planning Assistant to support our Financial Advisers in providing top-notch wealth management services to our clients. The ideal candidate will have a RQF level 4...

  • Senior Paraplanner

    3 weeks ago


    The City, United Kingdom Recruit UK | Certified B Corp™ Full time

    Recruit UK are working on an exciting opportunity for a Senior Paraplanner in London to join a Financial Planning firm.Our client are a leading Financial Planning and Investment Management firm, with an office in the heart of London. They continue to go from strength to strength and are on a huge growing strategy across the UK! They are looking to expand...

  • Paraplanner

    3 weeks ago


    Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full time

    About US NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced and talented Paraplanner to join their dynamic and ever growing business. Whats in it for you? Excellent basic salary 30 Days Holiday + Bank Holidays Close for Christmas Hybrid Working Excellent Enhanced Pension Scheme Death...


  • Yorkshire And The Humber, United Kingdom Clayton Davies Full time

    About the RoleClayton Davies is seeking a skilled Financial Planning Associate to support our team of Financial Advisers.The successful candidate will be responsible for conducting thorough research, accurate calculations, and effective communication to deliver high-quality client outcomes.Key Responsibilities:Undertake comprehensive research to provide...

  • Paraplanner

    1 month ago


    Derry and Strabane, United Kingdom Schroders Full time

    About Benchmark Our award-winning, proprietary solutions cover regulatory, platform and investment services, and are designed to support advisers at every step of their journey – from starting and running a financial advice business more productively and effectively, to accelerating its growth and realising its value. We support high quality financial...


  • South Yorkshire, United Kingdom Clayton Davies Full time €45,000

    South Yorkshire (Remote based with expectation of being in the office twice per month) £45,000 + Benefits Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers. Undertake appropriate, accurate and relevant research, based on the information gathered by the Financial Advisers,...


  • Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full time

    About US NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced and talented Paraplanner to join their dynamic and ever growing business. Excellent basic salary ~30 Days Holiday + Bank Holidays ~ Hybrid Working ~ Excellent Enhanced Pension Scheme ~ Critical Illness Cover ~ Private...


  • Doncaster, South Yorkshire, United Kingdom Premier Jobs UK Limited Full time €40,000

    This hybrid-based Paraplanner job in Doncaster is an opportunity to join a rapidly growing financial planning firm. You will be providing a full paraplanning function to their Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...


  • Saint Annes on the Sea, United Kingdom Burton Recruitment Limited Full time

    Job Description Paraplanner – Lytham - £30-40K Our client a reputable and long-established financial planning firm based in Lytham are currently expanding their team due to ongoing growth and success. They are actively seeking an experienced and dedicated Paraplanner. This is an exciting opportunity for a detail-oriented professional to contribute...


  • The City, United Kingdom Quarsh | B Corp Certified Full time

    About the Company Founded in 2005, our London based client offers bespoke long-term financial planning for senior medical professionals. They are the UK’s leading advice firm uniquely focused on helping medics and their families to make well-considered decisions and to achieve their own ambitions in later life.Using exceptional NHS knowledge, their sound...


  • Cambridgeshire and Peterborough, United Kingdom Oval Recruit Full time

    Oval Recruit is seeking a skilled Paraplanner to support their growing advisory team.A medium-sized Financial Advisory firm, they pride themselves on providing the best possible advice and service levels.Writing Financial Planning reports for the advisors to present to clients.Providing technical administration and support duties in a friendly stable office...


  • Hessle and Hill Top, United Kingdom Exchange Street Claims ltd Full time

    BenefitsYou will benefit from:An existing client bank for service and potential referralsOpportunities for long-term client retention and growthA supportive team environment with access to paraplanners and administratorsFlexible working arrangements and a healthy work-life balance

  • Trainee Paraplanner

    3 weeks ago


    Elland, West Yorkshire, United Kingdom NJR Recruitment Full time

    Our client is a well established independent financial planning practice who, due to their ongoing growth, have an excellent opportunity for an experienced IFA Administrator who wants to progress into paraplanning Working out of their offices based near Huddersfield, you will be supporting the Wealth Managers in preparing client financial plans and be...

  • Graduate Opportunity

    3 weeks ago


    Derry and Strabane, United Kingdom Schroders Full time

    Graduate Opportunity – IFA Administrator / Trainee Paraplanner Who We Are Seeking Exciting opportunity available at Benchmark Financial Planning for a recent graduate interested in starting their careers as an IFA Administrator / Trainee Paraplanner in Londonderry, Northern Ireland.  Whether you are making your first career leap post-university...