Senior Paraplanner | Technical Financial Planning Lead

Company IconPKF Francis Clark
Location IconTaunton

PKF Francis Clark in Taunton is seeking a Senior Paraplanner to join our growing Financial Planning team. You will work closely with Financial Planners and Client Executives, acting as a technical specialist to shape complex strategies and deliver...Read More>>.

Posted: October 2nd, 2026
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Senior Paraplanner – Lead High-Impact Financial Plans

Company IconCooper Parry
Location Icon

Cooper Parry Wealth is seeking a Senior Paraplanner to support the delivery of financial plans under direction from Relationship Managers. You’ll work with tax advisers and solicitors to produce high quality, compliant reports.You’ll an...Read More>>.

Posted: October 2nd, 2026
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Client Services Administrator - Financial Planning Support

Company IconNJR Recruitment Ltd
Location IconAlderley Edge

NJR Recruitment Ltd is hiring a Client Servicing Administrator for a well-established financial planning business in Alderley Edge. The role supports Financial Planners with day-to-day administration, client servicing, and processing of new busine...Read More>>.

Posted: October 4th, 2026
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Client Servicing Administrator for Financial Planning Firm

Company IconNJR Recruitment Ltd
Location IconAlderley Edge

Client Servicing Administrator for Financial Planning FirmLocation: Alderley EdgeSalary: Up to £32000Contract: Full-Time, PermanentNJR Recruitment is delighted to be working with a well-establish...Read More>>.

Posted: October 4th, 2026
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Hybrid Paraplanner: Research-Driven Financial Planning

Company IconParadigm Employment Services Ltd.
Location IconWorthing

Paradigm Employment Services Ltd. in Worthing is seeking a Paraplanner to support financial advisors with research, analysis and technical reports.You will prepare financial reports, develop tailored client recommendations and ensure regula...Read More>>.

Posted: October 5th, 2026
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Financial Planning Administrator | Grow Career in Wealth

Company IconDynamite-Recruitment-Solutions
Location Icon

Dynamite-Recruitment-Solutions is supporting a Chartered Financial Planning practice in Surrey to recruit an experienced Financial Services Administrator. You will work closely with Financial Advisers, Paraplanners and the administration team, del...Read More>>.

Posted: October 5th, 2026
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Senior Client Success Partner - Financial Planning

Company IconBenchmark Capital Limited
Location IconWinchester

Benchmark Capital Limited in Winchester is seeking a Senior Client Support Executive to join our Client Services team. You will assist Financial Planners, manage client relationships, and coordinate complex administrative tasks to ensure seamless...Read More>>.

Posted: October 5th, 2026
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Paraplanner - Financial Planning & Client Solutions (Flexible)

Company IconOffice Angels
Location IconBromley

Office Angels in Bromley, Greater London, is seeking a Financial Planning Administrator with 1-3 years' paraplanning experience in financial services. The permanent role offers a salary of £40,000 depending on experience and a supportive, team‑...Read More>>.

Posted: October 6th, 2026
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Paraplanner (Hybrid) - AI-Driven Financial Planning

Company IconRecruit Wealth Ltd
Location IconReading

Recruit Wealth Ltd in Reading is seeking an experienced Paraplanner to join a boutique, client-centric financial planning firm. You will work with a small team of planners, delivering sophisticated planning with your technical expertise.Thi...Read More>>.

Posted: October 8th, 2026
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Senior Financial Planning Team Leader - Client Experience

Company IconFinancial Divisions
Location IconLondon

Financial Divisions in London is seeking a Senior Financial Planning Administrator/Team Leader to support two senior advisers and lead a small client support team. Hybrid London working (2-3 days in office) with a salary up to £45,000 plus bonus...Read More>>.

Posted: October 8th, 2026
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Senior Financial Planning Administrator London Hybrid (2-3 days office) Up to &45,000

Company IconFinancial Divisions
Location IconLondon

Senior Financial Planning AdministratorLondon Hybrid Working (2-3 days office) Up to £45,000 + Bonus + Excellent BenefitsAre you an experienced Client Account Manager, Senior Administrator or Client Services profe...Read More>>.

Posted: October 8th, 2026
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Independent Financial Adviser — Holistic Planning, Hybrid Role

Company IconFram Search
Location Icon

Fram Search supports an established independent financial planning firm in Cumbria seeking an experienced Financial Adviser to join its team. The role focuses on delivering holistic financial planning to an existing client portfolio, with a client...Read More>>.

Posted: October 8th, 2026
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Financial Planning Operations Trainer - Hybrid Onsite/Remote

Company IconReQuire Consultancy Ltd
Location IconSouthampton

Saltus is seeking a Financial Planning Operations Trainer to join on a hybrid pattern, three days on site in the UK. The role involves onboarding and training advisers, paraplanners and support staff, delivering both live and remote sessions, and...Read More>>.

Posted: October 8th, 2026
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Junior Financial Advisor - Mentored Wealth Planning Path

Company IconPlacements24
Location IconLondon

Placements24 is seeking a junior financial advisor in East London to support senior advisors in developing personalized financial plans and conducting market research. The role offers mentorship and a clear path to grow within wealth management, o...Read More>>.

Posted: October 9th, 2026
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Financial Planning Admin | Growth & Study Support

Company IconIDEX Consulting Ltd.
Location IconLeeds

IDEX Consulting are recruiting a Financial Planning Administrator to join their growing Leeds team. You will work closely with two experienced Financial Planners to deliver client outcomes and maintain strong client relationships.The role o...Read More>>.

Posted: October 9th, 2026
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Financial Planning Admin — Path to Paraplanner & Adviser

Company IconFinancial Divisions
Location IconLondon

Financial Divisions is an independent wealth planning firm with offices across the UK. They seek an experienced Financial Planning Administrator to join the City of London team, reporting to the Office Manager.The role involves processing o...Read More>>.

Posted: October 9th, 2026
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Field-Based Financial Advisor: Wealth & Planning

Company IconNFU Mutual
Location IconBarnstaple

NFU Mutual in Barnstaple is seeking a Financial Adviser to deliver holistic financial planning to existing customers, advising on life, pensions, investments and inheritance tax. You’ll work field-based across Barnstaple, Bideford and surroundin...Read More>>.

Posted: October 9th, 2026
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London Financial Planning Administrator — Paraplanner Path

Company IconConfidential
Location IconLondon

Confidential is seeking an experienced Financial Planning Administrator to join the City of London team. The role involves processing new business, onboarding clients, AML checks, and handling queries related to a broad range of financial products...Read More>>.

Posted: October 9th, 2026
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Hybrid Accounting Specialist — Financial Insight & Planning

Company IconCadent Gas
Location IconCoventry

Cadent Gas is seeking an Accounting Specialist to join the Totex Finance team, supporting the Property function from our Ansty Business Park office near Coventry.You will help leaders understand financial performance, plan ahead and drive i...Read More>>.

Posted: October 9th, 2026
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Senior Paraplanner – Hybrid Financial Planning Expert

Company IconRgh-Global Limited
Location IconLiverpool

Rgh-Global Limited in Liverpool is seeking an experienced Paraplanner to provide technical input behind high-quality financial planning recommendations. You will work closely with Financial Planners and Paraplanners to deliver robust, compliant an...Read More>>.

Posted: October 11th, 2026
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Paraplanner: Financial Planning & Client Insight

Company IconBond Recruitment
Location IconLiverpool

Bond Recruitment is partnering with a leading IFA firm in Liverpool to recruit a Paraplanner. This role supports Advisers with research, cash flow analysis, and the preparation of suitability and reports to help meet client objectives.You w...Read More>>.

Posted: October 11th, 2026
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Technical Consultant – Financial Planning Platform

Company IconOrtec Finance
Location IconLondon

Ortec Finance seeks a Technical Consultant to support UK wealth managers and banks using the OPAL financial planning platform in implementation and ongoing use. You will translate financial planning logic into digital experiences, working with API...Read More>>.

Posted: October 11th, 2026
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Junior Financial Planning Admin - Hybrid & Growth

Company IconTitan Wealth Holdings Limited
Location IconNorwich

Titan Wealth Holdings is building a new Client Services Administration Team in our Bristol office. We are seeking a Junior / Entry-Level Client Services Administrator to support our desk-based Financial Planners and wider admin team, acting as a...Read More>>.

Posted: October 11th, 2026
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Hybrid Financial Planning Admin & Client Services

Company IconNatWest Group
Location Icon

NatWest Group is seeking a Financial Planning Centre Assistant to provide essential administration for new financial planning business. You will interpret suitability letters and client forms to ensure accurate processing, handling queries and sup...Read More>>.

Posted: October 11th, 2026
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Hybrid Financial Planning Administrator — Growth Path

Company IconTitanwh
Location IconGlasgow

Titan Wealth in Newton Mearns, part of the Titan Wealth Group, is seeking an experienced Client Support professional to join the financial planning team. You will interact directly with clients and support advisers through the full advice process....Read More>>.

Posted: October 11th, 2026
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Newton Mearns - Financial Planning Administrator - Private Client

Company IconTitanwh
Location IconGlasgow

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, i...Read More>>.

Posted: October 11th, 2026
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Financial Planning Admin — Hybrid Work + 5% Bonus

Company IconKalon Financial Ltd
Location IconSwindon

Kalon Financial Ltd in Swindon is seeking an IFA Administrator to support financial planning activities. The role focuses on processing applications, liaising with clients and providers, and preparing documentation for client meetings.No pr...Read More>>.

Posted: October 11th, 2026
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Aspiring Financial Adviser - Holistic Planning Path

Company IconSt. James's Place
Location Icon

St. James’s Place is expanding and seeking ambitious financial advisers to join and provide holistic financial planning advice to private and corporate clients across the UK. The role offers a path to professional growth within a highly collabor...Read More>>.

Posted: October 11th, 2026
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Financial Planning and Analysis Manager - Adults Social Care

Company IconCompass Associates
Location IconWest Midlands

Title: Financial Planning and Analysis Manager Location: Leicester, Birmingham or Chesterfield (Hybrid) Salary: £50,000 - £60,000 per annum, depending on experience Job Type: Full-time, Permanent...Read More>>.

Posted: October 11th, 2026
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Financial Advisor - Life, Pensions & Wealth Planning

Company IconThe National Farmers Union Mutual Insurance Society Limited
Location IconNorwich

The National Farmers Union Mutual Insurance Society Limited is recruiting a Financial Advisor in Norwich to deliver holistic financial planning advice to NFU Mutual customers. You will partner with local NFU Mutual Agencies, visiting clients and a...Read More>>.

Posted: October 11th, 2026
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Financial Adviser - Hybrid, Estate & Later-Life Planning

Company IconQuilter Financial Planning
Location IconNottingham

Quilter Financial Planning in Nottingham seeks an experienced Financial Adviser on an employed basis. The role is hybrid with minimum 2 days in the office and the remainder working from home or on the road.You will service an established cl...Read More>>.

Posted: October 11th, 2026
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Financial Planning Operations Trainer (Hybrid, Growth)

Company IconReQuire COnsultancy LTD
Location IconSouthampton

ReQuire Consultancy Ltd, partnering with a respected independent financial planning and wealth management firm, is hiring a Financial Planning Operations Trainer for their expanding Financial Planning Training Team.The role focuses on onboa...Read More>>.

Posted: October 11th, 2026
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Hybrid Client Administration Specialist – Financial Planning

Company IconEvelyn Partners
Location IconLondon

Evelyn Partners in London seeks a Client Administrator to provide full administrative support to Financial Planners and to build strong client relationships for a positive, sleek client experience.The role offers a structured training progr...Read More>>.

Posted: October 11th, 2026
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Senior Paraplanner for Wealth & Financial Planning

Company IconEvelyn Partners
Location IconLondon

Evelyn Partners in London is seeking an experienced paraplanner to prepare suitability reports and provide technical research across a broad range of financial products.You will support Financial Planners with client meetings, cashflow mode...Read More>>.

Posted: October 11th, 2026
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Trainee Paraplanner — Hybrid Career in Financial Planning

Company IconEden Rose
Location IconSwindon

Eden Rose is seeking a motivated Trainee Paraplanner in Swindon to join its growing financial planning team. You will support advisers and paraplanners, gathering client information and assisting with research to prepare suitability reports....Read More>>.

Posted: October 12th, 2026
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Paraplanner — Detail‑Driven Financial Planning (Flexible Hours)

Company IconSovereign IFA Ltd
Location Icon

Sovereign IFA Ltd is seeking a paraplanner to support Chartered financial advisers, delivering high-quality planning services for clients in Thornbury and across the UK.You will analyse client information, research solutions, and prepare de...Read More>>.

Posted: October 12th, 2026
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Senior Paraplanner – Remote, Technical Financial Planning

Company IconSarafin Partners
Location Icon

Sarafin Partners in the United Kingdom is seeking an experienced Paraplanner for a fully remote role, focusing on technical planning, report writing, cashflow modelling and supporting advice across pensions, investments and tax planning. The posit...Read More>>.

Posted: October 12th, 2026
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Remote Technical Paraplanner — Chartered Financial Planning

Company IconChester Rose Limited.
Location IconNewbury

Chester Rose Financial Planning is seeking an experienced Technical Paraplanner to join our growing Chartered firm. This primarily home-based role supports Financial Planners with high-quality technical work across pensions, investments, protectio...Read More>>.

Posted: October 12th, 2026
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Client Services Admin - Financial Planning | Quarterly Bonus

Company IconDynamite Recruitment
Location IconGuildford

Dynamite Recruitment is assisting a Godalming-based financial planning business to hire a Client Services Administrator. This role focuses on delivering high‑quality client service and administrative support to senior advisers and the administra...Read More>>.

Posted: October 12th, 2026
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Financial Planning Coach & Academy Development Lead

Company IconEquals One Ltd
Location IconLondon

Radcliffe & Newlands Wealth are seeking a Training & Competence Coach to develop their growing team of financial advisers. Based in London with hybrid working and occasional office visits, you’ll focus on coaching and people development rather t...Read More>>.

Posted: October 12th, 2026
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Senior Paraplanner — Lead in Complex Financial Planning

Company IconTitan Wealth
Location Icon

Titan Wealth International, Jersey, is building a modern, client-focused wealth management team and seeks an experienced Senior Paraplanner to join the Financial Planning group. Working closely with Head of Financial Planning, you will deliver hig...Read More>>.

Posted: October 12th, 2026
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Financial Planning Assistant Supervisor: Lead & Grow

Company IconArmstrong Watson LLP
Location IconPenrith

Armstrong Watson in Newcastle seeks a Financial Planning Assistant Supervisor to lead a group of assistants and provide first-line administrative support to Financial Planning Consultants. The role focuses on compliance, client communications, and...Read More>>.

Posted: October 12th, 2026
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Aspiring Paraplanner: Kickstart Your Financial Planning Career

Company IconJohnstonGreer Ltd.
Location IconScotland

JohnstonGreer Ltd. in Aberdeen is seeking a Trainee Paraplanner to support Private Clients across investments, protection, tax and retirement planning. Coaching, exam study and development begin on day one, with duties including report writing and...Read More>>.

Posted: October 12th, 2026
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Paraplanner – Bespoke Financial Planning & Reports

Company IconAnderson Strathern
Location IconCity of Edinburgh

Anderson Strathern Asset Management Ltd provides independent financial planning and asset management. This role supports Financial Planners by producing high-quality, compliant recommendation reports, cashflow modelling and in-depth research....Read More>>.

Posted: October 12th, 2026
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Hybrid Paraplanner: Expert Financial Planning Support

Company IconQuilter Cheviot - Financial Planning
Location IconLeeds

Quilter Cheviot – Financial Planning is seeking a Paraplanner for a full-time hybrid role in the Greater Leeds Area. You will support Financial Planners, prepare client files, and conduct financial research to aid recommendations.Responsi...Read More>>.

Posted: October 12th, 2026
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Client Success Administrator - Financial Planning (Hybrid)

Company IconEvelyn Partners
Location IconNewcastle upon Tyne

Evelyn Partners in the UK is seeking a Client Administrator to join the Financial Planning Client delivery team, providing full administrative support to Financial Planners and building strong client relationships. The role supports a positive, ef...Read More>>.

Posted: October 12th, 2026
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