You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.
You will be supported by their team of Administrators, T&C and compliance, all working in-house together to create the best outcomes for clients.
Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors.Applying for this role is straight forward Scroll down and click on Apply to be considered for this position.The RoleKey...
You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.
You will be supported by their team of Administrators, T&C and compliance, all working in-house together to create the best outcomes for clients.
We are currently recruiting for a Chartered Financial Planning practice in Tunbridge Wells who are looking to recruit a Paraplanner to join their team. ROLE To assist advisers in all aspects of providing advice to clients. KEY FUNCTIONS & RESPONSIBILITIES 1. Product ResearchThe technical and practical evaluation of products within the range specified in your personal job description; sharing...
PSM Recruitment are working with a well established, family owned IFA, with over 20 years’ experience in the financial sector. They are seeking a full time Paraplanner or Paraplanner/ Advisor to help them manage and continue to grow their professional and ethical practice. This is a great opportunity for someone who is looking to become an adviser as in the long term they are seeking a person to...
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK.Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.They are award winning, regularly in the financial press and are PE backed for further growth & acquisition, there has never been a...
We are excited to be partnering with a well-established financial services company with offices across the UK, as they look to recruit experienced Paraplanners to support their continued growth. The role involves providing technical support to Advisers by conducting detailed research on clients’ current and potential financial arrangements. Assessed against clients’ objectives, this research is...
Job Details Updated: Thu, Aug 07, 2025 12:56 PM Paraplanner Tunbridge Wells, Kent Monday to Friday 9am – 5pm £33,000 – £42,500pa (DOE and qualification) KHR are working with a successful financial planning firm based in the heart of Tunbridge Wells, who are looking for a highly organised and efficient Paraplanner to join the business. Position Overview As a Paraplanner, you will play a...
You will have full administration support behind you, along with open lines of communication between the Paraplanning team and Advisory staff. What is required to be considered? Proven experience within a Paraplanning positionComprehensive knowledge of Pensions and Investments products Level 4 Diploma qualified (desirable)
Compliance Administrator – Partner Practice of St. James’s Place - Detail-Driven, Process-Focused RoleDo you get real satisfaction from perfectly completed CFRs, accurate Salesforce records and knowing everything is 100% compliant?Have you previously worked within a St. James’s Place (SJP) Practice and want a role where your compliance skills genuinely matter?We are looking for a Compliance...
Financial Services AdministratorPermanent Salary: £25,000paHours:Monday-Friday, 9am-5pm 100% office based - own transport essential due to locationAnnual Leave: 25 days per year, rising annually after 3 years of service (up to 7 years). Bank holidays in addition. Offices close between Christmas and New YearBonus Scheme:Included in the annual employee bonus programmePension:4% employer...
You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.
You will be supported by their team of Administrators, T&C and compliance, all working in-house together to create the best outcomes for clients.
You will be joinging a privately owned firm of independent financial advisers. It supports private individuals, companies, trusts and charities with advice on wealth management, retirement, auto enrolment, mortgages and tax planning. The successful paraplanner applicant will join their existing 12 strong support team using XPlan.
Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors.Applying for this role is straight forward Scroll down and click on Apply to be considered for this position.The RoleKey...
PSM Recruitment is looking for an experienced Senior Administrator / Junior Paraplanner for our client based in Folkestone. This is an excellent opportunity for someone who enjoys responsibility, takes pride in high-quality work, and wants to demonstrate they can successfully run the administration function of a small office while managing and supporting others.Reporting directly to the Senior...
Wealth Management Compliance AdministratorDo you get real satisfaction from perfectly completed CFRs, accurate Salesforce records and knowing everything is 100% compliant?Have you previously worked within a St. James’s Place (SJP) Practice and want a role where your compliance skills genuinely matter?We are looking for a Compliance Administrator to join a successful and growing SJP practice based...
You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.
You will be supported by their team of Administrators, T&C and compliance, all working in-house together to create the best outcomes for clients.
We are currently recruiting for a well-established firm of Financial Advisers based in Canterbury that are looking for an experienced Paraplanner to join their team. They are currently looking for an experienced Paraplanner with experience in writing complex financial planning reports on issues such as Trust Planning, IHT Planning, Pensions, Investments and Wealth Management. This is a...
You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.
You will be supported by their team of Administrators, T&C and compliance, all working in-house together to create the best outcomes for clients.
You will be the vital link between the Financial Advisers, Paraplanners and clients.
You should have experience as an Administrator within a financial services * Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates *