This job listing has expired
Paraplanner SJP – REMOTE WORKING
- Paraplanners
- London
Posted 3 months ago - Applications have closed
Related Jobs
-
Paraplanner – Part or fully qualified considered
Job Type: Paraplanners
Location: Reading
Paraplanner SJP – REMOTE WORKING
- Paraplanners
- London
Posted 3 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Paraplanner – Part of Fully Qualified
Location: Fareham
Salary: £28,000 – £36,000 depending upon experience
• Are you an experienced Paraplanner, looking for a role that has close collaboration
with advisers, admin support and the opportunity to work closely and build
relationships with clients?
• Or perhaps you are a Junior Paraplanner, looking for that opportunity to develop and
grow within a stable and supportive team
Either way, this company could be for you.
The opportunity:
- Our client is an established IFA, based in purpose built offices just outside Fareham
- The company is a boutique wealth planning practice with 17 x members of staff
- This role is supporting mainly one Adviser and is a truly collaborative role where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Benefits with this role:
- They have a supportive set up, including full admin support, an admin manager as well as a practice manager, with solid processes and procedures in place to help anyone thrive in their role.
- Any Paraplanner who is on their way with their studies or wants to continue through to chartered, you will receive full support to complete your Diploma
- For any Junior paraplanner, there is full scope for growth and development, and mentoring from more senior members is valued here.
- The standard hours are 9-5pm – but they also offer flexible working with the opportunity to start at 8.30/ 9 or 9.30. Other benefits also include 20 days holiday plus
- BH, rising to 22 and with 3 days given in-between Christmas and New Year
- They are also now Employee ownership Trust, meaning a great opportunity for extra income through profit shares.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
-
Paraplanner – Part or fully qualified considered
Job Type: Paraplanners
Location: Reading
Paraplanner – Part or fully qualified considered
Location – Reading
Salary up to £45000 DOE
Hybrid working with up to 3 days from home
- Are you a dedicated Paraplanner seeking to be part of a dynamic business?
- Do you want to work for a company that values a holistic approach and fosters a supportive team culture?
Our client, a well-established financial planning firm, is looking for a Paraplanner to join their team and contribute to delivering exceptional service to their clients, through working collaboratively with the advisers, whilst receiving administrative support.
About the Role:
As a Paraplanner, you will play a pivotal role in supporting advisers and ensuring the seamless delivery of high-quality financial advice. Your responsibilities will include:
- Collaborating closely with advisers, interpreting data from client meetings, and developing tailored financial solutions.
- Preparing comprehensive suitability reports, including client-specific illustrations and key features documents.
- Analyzing clients’ existing portfolios, identifying gaps, and providing solutions that align with their needs and objectives.
- Maintaining strong relationships with product providers and leveraging these connections when needed.
- Preparing research, valuations, and portfolio commentary for client meetings and updates.
- Liaising with advisers and other team members to ensure client cases progress smoothly, with clear communication throughout the process.
- Assisting with training and coaching junior team members, fostering a collaborative and supportive work environment.
This is an opportunity to work within a team that values proactive financial planning and prioritizes both client success and employee development.
Experience & Qualifications:
Essential:
- Previous experience working within a financial advice firm with a solid understanding of investment products and platforms.
- High numeracy and analytical skills with exceptional attention to detail.
- Self-motivated, able to work independently, and a proactive team player.
- Proficiency in Office 365, including Word, Excel, and Outlook.
Desirable:
- Working towards or achievement of Paraplanning qualification and/or Level 4 Diploma.
- Familiarity with research tools and software (e.g., cashflow models and FE Analytics).
- Knowledge in areas such as protection, inheritance tax planning, and structured products.
- Experience in identifying process improvements and implementing effective solutions.
Why Join Us?
- Our client is committed to providing a supportive and collaborative work environment where every team member’s contribution is valued. They have a reputation for delivering clear, practical, and actionable advice to help clients achieve their financial goals. By joining their team, you’ll have the opportunity to grow professionally, share ideas, and be part of a firm that prioritizes both client success and employee development.
- Other benefits include flexibility with home working – this role will operate a hybrid working function with up to 3 days from home
- Full support with continuing professional development through exams.
-
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Paraplanner SJP – REMOTE WORKING
- Paraplanners
- London
Posted 3 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Paraplanner – Part of Fully Qualified
Location: Fareham
Salary: £28,000 – £36,000 depending upon experience
• Are you an experienced Paraplanner, looking for a role that has close collaboration
with advisers, admin support and the opportunity to work closely and build
relationships with clients?
• Or perhaps you are a Junior Paraplanner, looking for that opportunity to develop and
grow within a stable and supportive team
Either way, this company could be for you.
The opportunity:
- Our client is an established IFA, based in purpose built offices just outside Fareham
- The company is a boutique wealth planning practice with 17 x members of staff
- This role is supporting mainly one Adviser and is a truly collaborative role where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Benefits with this role:
- They have a supportive set up, including full admin support, an admin manager as well as a practice manager, with solid processes and procedures in place to help anyone thrive in their role.
- Any Paraplanner who is on their way with their studies or wants to continue through to chartered, you will receive full support to complete your Diploma
- For any Junior paraplanner, there is full scope for growth and development, and mentoring from more senior members is valued here.
- The standard hours are 9-5pm – but they also offer flexible working with the opportunity to start at 8.30/ 9 or 9.30. Other benefits also include 20 days holiday plus
- BH, rising to 22 and with 3 days given in-between Christmas and New Year
- They are also now Employee ownership Trust, meaning a great opportunity for extra income through profit shares.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
-
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support from start to finish
As a Wealth Planning Administrator:
- You will need previous experience within an SJP practice
- You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Paraplanner SJP – REMOTE WORKING
- Paraplanners
- London
Posted 3 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support from start to finish
As a Wealth Planning Administrator:
- You will need previous experience within an SJP practice
- You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Paraplanner – Part or fully qualified considered
Job Type: Paraplanners
Location: Reading
Paraplanner – Part or fully qualified considered
Location – Reading
Salary up to £45000 DOE
Hybrid working with up to 3 days from home
- Are you a dedicated Paraplanner seeking to be part of a dynamic business?
- Do you want to work for a company that values a holistic approach and fosters a supportive team culture?
Our client, a well-established financial planning firm, is looking for a Paraplanner to join their team and contribute to delivering exceptional service to their clients, through working collaboratively with the advisers, whilst receiving administrative support.
About the Role:
As a Paraplanner, you will play a pivotal role in supporting advisers and ensuring the seamless delivery of high-quality financial advice. Your responsibilities will include:
- Collaborating closely with advisers, interpreting data from client meetings, and developing tailored financial solutions.
- Preparing comprehensive suitability reports, including client-specific illustrations and key features documents.
- Analyzing clients’ existing portfolios, identifying gaps, and providing solutions that align with their needs and objectives.
- Maintaining strong relationships with product providers and leveraging these connections when needed.
- Preparing research, valuations, and portfolio commentary for client meetings and updates.
- Liaising with advisers and other team members to ensure client cases progress smoothly, with clear communication throughout the process.
- Assisting with training and coaching junior team members, fostering a collaborative and supportive work environment.
This is an opportunity to work within a team that values proactive financial planning and prioritizes both client success and employee development.
Experience & Qualifications:
Essential:
- Previous experience working within a financial advice firm with a solid understanding of investment products and platforms.
- High numeracy and analytical skills with exceptional attention to detail.
- Self-motivated, able to work independently, and a proactive team player.
- Proficiency in Office 365, including Word, Excel, and Outlook.
Desirable:
- Working towards or achievement of Paraplanning qualification and/or Level 4 Diploma.
- Familiarity with research tools and software (e.g., cashflow models and FE Analytics).
- Knowledge in areas such as protection, inheritance tax planning, and structured products.
- Experience in identifying process improvements and implementing effective solutions.
Why Join Us?
- Our client is committed to providing a supportive and collaborative work environment where every team member’s contribution is valued. They have a reputation for delivering clear, practical, and actionable advice to help clients achieve their financial goals. By joining their team, you’ll have the opportunity to grow professionally, share ideas, and be part of a firm that prioritizes both client success and employee development.
- Other benefits include flexibility with home working – this role will operate a hybrid working function with up to 3 days from home
- Full support with continuing professional development through exams.
-
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
Paraplanner – Part or fully qualified considered
Job Type: Paraplanners
Location: Reading
Paraplanner SJP – REMOTE WORKING
- Paraplanners
- London
Posted 3 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Paraplanner – Part of Fully Qualified
Location: Fareham
Salary: £28,000 – £36,000 depending upon experience
• Are you an experienced Paraplanner, looking for a role that has close collaboration
with advisers, admin support and the opportunity to work closely and build
relationships with clients?
• Or perhaps you are a Junior Paraplanner, looking for that opportunity to develop and
grow within a stable and supportive team
Either way, this company could be for you.
The opportunity:
- Our client is an established IFA, based in purpose built offices just outside Fareham
- The company is a boutique wealth planning practice with 17 x members of staff
- This role is supporting mainly one Adviser and is a truly collaborative role where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Benefits with this role:
- They have a supportive set up, including full admin support, an admin manager as well as a practice manager, with solid processes and procedures in place to help anyone thrive in their role.
- Any Paraplanner who is on their way with their studies or wants to continue through to chartered, you will receive full support to complete your Diploma
- For any Junior paraplanner, there is full scope for growth and development, and mentoring from more senior members is valued here.
- The standard hours are 9-5pm – but they also offer flexible working with the opportunity to start at 8.30/ 9 or 9.30. Other benefits also include 20 days holiday plus
- BH, rising to 22 and with 3 days given in-between Christmas and New Year
- They are also now Employee ownership Trust, meaning a great opportunity for extra income through profit shares.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
-
Paraplanner – Part or fully qualified considered
Job Type: Paraplanners
Location: Reading
Paraplanner – Part or fully qualified considered
Location – Reading
Salary up to £45000 DOE
Hybrid working with up to 3 days from home
- Are you a dedicated Paraplanner seeking to be part of a dynamic business?
- Do you want to work for a company that values a holistic approach and fosters a supportive team culture?
Our client, a well-established financial planning firm, is looking for a Paraplanner to join their team and contribute to delivering exceptional service to their clients, through working collaboratively with the advisers, whilst receiving administrative support.
About the Role:
As a Paraplanner, you will play a pivotal role in supporting advisers and ensuring the seamless delivery of high-quality financial advice. Your responsibilities will include:
- Collaborating closely with advisers, interpreting data from client meetings, and developing tailored financial solutions.
- Preparing comprehensive suitability reports, including client-specific illustrations and key features documents.
- Analyzing clients’ existing portfolios, identifying gaps, and providing solutions that align with their needs and objectives.
- Maintaining strong relationships with product providers and leveraging these connections when needed.
- Preparing research, valuations, and portfolio commentary for client meetings and updates.
- Liaising with advisers and other team members to ensure client cases progress smoothly, with clear communication throughout the process.
- Assisting with training and coaching junior team members, fostering a collaborative and supportive work environment.
This is an opportunity to work within a team that values proactive financial planning and prioritizes both client success and employee development.
Experience & Qualifications:
Essential:
- Previous experience working within a financial advice firm with a solid understanding of investment products and platforms.
- High numeracy and analytical skills with exceptional attention to detail.
- Self-motivated, able to work independently, and a proactive team player.
- Proficiency in Office 365, including Word, Excel, and Outlook.
Desirable:
- Working towards or achievement of Paraplanning qualification and/or Level 4 Diploma.
- Familiarity with research tools and software (e.g., cashflow models and FE Analytics).
- Knowledge in areas such as protection, inheritance tax planning, and structured products.
- Experience in identifying process improvements and implementing effective solutions.
Why Join Us?
- Our client is committed to providing a supportive and collaborative work environment where every team member’s contribution is valued. They have a reputation for delivering clear, practical, and actionable advice to help clients achieve their financial goals. By joining their team, you’ll have the opportunity to grow professionally, share ideas, and be part of a firm that prioritizes both client success and employee development.
- Other benefits include flexibility with home working – this role will operate a hybrid working function with up to 3 days from home
- Full support with continuing professional development through exams.
-
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Paraplanner – Part of Fully Qualified
Location: Fareham
Salary: £28,000 – £36,000 depending upon experience
• Are you an experienced Paraplanner, looking for a role that has close collaboration
with advisers, admin support and the opportunity to work closely and build
relationships with clients?
• Or perhaps you are a Junior Paraplanner, looking for that opportunity to develop and
grow within a stable and supportive team
Either way, this company could be for you.
The opportunity:
- Our client is an established IFA, based in purpose built offices just outside Fareham
- The company is a boutique wealth planning practice with 17 x members of staff
- This role is supporting mainly one Adviser and is a truly collaborative role where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Benefits with this role:
- They have a supportive set up, including full admin support, an admin manager as well as a practice manager, with solid processes and procedures in place to help anyone thrive in their role.
- Any Paraplanner who is on their way with their studies or wants to continue through to chartered, you will receive full support to complete your Diploma
- For any Junior paraplanner, there is full scope for growth and development, and mentoring from more senior members is valued here.
- The standard hours are 9-5pm – but they also offer flexible working with the opportunity to start at 8.30/ 9 or 9.30. Other benefits also include 20 days holiday plus
- BH, rising to 22 and with 3 days given in-between Christmas and New Year
- They are also now Employee ownership Trust, meaning a great opportunity for extra income through profit shares.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
Paraplanner – Part or fully qualified considered
Job Type: Paraplanners
Location: Reading
Paraplanner – Part or fully qualified considered
Location – Reading
Salary up to £45000 DOE
Hybrid working with up to 3 days from home
- Are you a dedicated Paraplanner seeking to be part of a dynamic business?
- Do you want to work for a company that values a holistic approach and fosters a supportive team culture?
Our client, a well-established financial planning firm, is looking for a Paraplanner to join their team and contribute to delivering exceptional service to their clients, through working collaboratively with the advisers, whilst receiving administrative support.
About the Role:
As a Paraplanner, you will play a pivotal role in supporting advisers and ensuring the seamless delivery of high-quality financial advice. Your responsibilities will include:
- Collaborating closely with advisers, interpreting data from client meetings, and developing tailored financial solutions.
- Preparing comprehensive suitability reports, including client-specific illustrations and key features documents.
- Analyzing clients’ existing portfolios, identifying gaps, and providing solutions that align with their needs and objectives.
- Maintaining strong relationships with product providers and leveraging these connections when needed.
- Preparing research, valuations, and portfolio commentary for client meetings and updates.
- Liaising with advisers and other team members to ensure client cases progress smoothly, with clear communication throughout the process.
- Assisting with training and coaching junior team members, fostering a collaborative and supportive work environment.
This is an opportunity to work within a team that values proactive financial planning and prioritizes both client success and employee development.
Experience & Qualifications:
Essential:
- Previous experience working within a financial advice firm with a solid understanding of investment products and platforms.
- High numeracy and analytical skills with exceptional attention to detail.
- Self-motivated, able to work independently, and a proactive team player.
- Proficiency in Office 365, including Word, Excel, and Outlook.
Desirable:
- Working towards or achievement of Paraplanning qualification and/or Level 4 Diploma.
- Familiarity with research tools and software (e.g., cashflow models and FE Analytics).
- Knowledge in areas such as protection, inheritance tax planning, and structured products.
- Experience in identifying process improvements and implementing effective solutions.
Why Join Us?
- Our client is committed to providing a supportive and collaborative work environment where every team member’s contribution is valued. They have a reputation for delivering clear, practical, and actionable advice to help clients achieve their financial goals. By joining their team, you’ll have the opportunity to grow professionally, share ideas, and be part of a firm that prioritizes both client success and employee development.
- Other benefits include flexibility with home working – this role will operate a hybrid working function with up to 3 days from home
- Full support with continuing professional development through exams.
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Paraplanner SJP – REMOTE WORKING
- Paraplanners
- London
Posted 3 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Paraplanner – Part of Fully Qualified
Location: Fareham
Salary: £28,000 – £36,000 depending upon experience
• Are you an experienced Paraplanner, looking for a role that has close collaboration
with advisers, admin support and the opportunity to work closely and build
relationships with clients?
• Or perhaps you are a Junior Paraplanner, looking for that opportunity to develop and
grow within a stable and supportive team
Either way, this company could be for you.
The opportunity:
- Our client is an established IFA, based in purpose built offices just outside Fareham
- The company is a boutique wealth planning practice with 17 x members of staff
- This role is supporting mainly one Adviser and is a truly collaborative role where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Benefits with this role:
- They have a supportive set up, including full admin support, an admin manager as well as a practice manager, with solid processes and procedures in place to help anyone thrive in their role.
- Any Paraplanner who is on their way with their studies or wants to continue through to chartered, you will receive full support to complete your Diploma
- For any Junior paraplanner, there is full scope for growth and development, and mentoring from more senior members is valued here.
- The standard hours are 9-5pm – but they also offer flexible working with the opportunity to start at 8.30/ 9 or 9.30. Other benefits also include 20 days holiday plus
- BH, rising to 22 and with 3 days given in-between Christmas and New Year
- They are also now Employee ownership Trust, meaning a great opportunity for extra income through profit shares.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
-
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support from start to finish
As a Wealth Planning Administrator:
- You will need previous experience within an SJP practice
- You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Paraplanner – Part of Fully Qualified
Location: Fareham
Salary: £28,000 – £36,000 depending upon experience
• Are you an experienced Paraplanner, looking for a role that has close collaboration
with advisers, admin support and the opportunity to work closely and build
relationships with clients?
• Or perhaps you are a Junior Paraplanner, looking for that opportunity to develop and
grow within a stable and supportive team
Either way, this company could be for you.
The opportunity:
- Our client is an established IFA, based in purpose built offices just outside Fareham
- The company is a boutique wealth planning practice with 17 x members of staff
- This role is supporting mainly one Adviser and is a truly collaborative role where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Benefits with this role:
- They have a supportive set up, including full admin support, an admin manager as well as a practice manager, with solid processes and procedures in place to help anyone thrive in their role.
- Any Paraplanner who is on their way with their studies or wants to continue through to chartered, you will receive full support to complete your Diploma
- For any Junior paraplanner, there is full scope for growth and development, and mentoring from more senior members is valued here.
- The standard hours are 9-5pm – but they also offer flexible working with the opportunity to start at 8.30/ 9 or 9.30. Other benefits also include 20 days holiday plus
- BH, rising to 22 and with 3 days given in-between Christmas and New Year
- They are also now Employee ownership Trust, meaning a great opportunity for extra income through profit shares.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support from start to finish
As a Wealth Planning Administrator:
- You will need previous experience within an SJP practice
- You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Paraplanner SJP – REMOTE WORKING
- Paraplanners
- London
Posted 3 months ago - Applications have closed
This job listing has expired
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Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
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Salary: £32,000 – £45,000 depending upon experience
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Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
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Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support from start to finish
As a Wealth Planning Administrator:
- You will need previous experience within an SJP practice
- You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
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Our client, a well-established financial planning firm, is looking for a Paraplanner to join their team and contribute to delivering exceptional service to their clients, through working collaboratively with the advisers, whilst receiving administrative support.
About the Role:
As a Paraplanner, you will play a pivotal role in supporting advisers and ensuring the seamless delivery of high-quality financial advice. Your responsibilities will include:
- Collaborating closely with advisers, interpreting data from client meetings, and developing tailored financial solutions.
- Preparing comprehensive suitability reports, including client-specific illustrations and key features documents.
- Analyzing clients’ existing portfolios, identifying gaps, and providing solutions that align with their needs and objectives.
- Maintaining strong relationships with product providers and leveraging these connections when needed.
- Preparing research, valuations, and portfolio commentary for client meetings and updates.
- Liaising with advisers and other team members to ensure client cases progress smoothly, with clear communication throughout the process.
- Assisting with training and coaching junior team members, fostering a collaborative and supportive work environment.
This is an opportunity to work within a team that values proactive financial planning and prioritizes both client success and employee development.
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- Self-motivated, able to work independently, and a proactive team player.
- Proficiency in Office 365, including Word, Excel, and Outlook.
Desirable:
- Working towards or achievement of Paraplanning qualification and/or Level 4 Diploma.
- Familiarity with research tools and software (e.g., cashflow models and FE Analytics).
- Knowledge in areas such as protection, inheritance tax planning, and structured products.
- Experience in identifying process improvements and implementing effective solutions.
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- Our client is committed to providing a supportive and collaborative work environment where every team member’s contribution is valued. They have a reputation for delivering clear, practical, and actionable advice to help clients achieve their financial goals. By joining their team, you’ll have the opportunity to grow professionally, share ideas, and be part of a firm that prioritizes both client success and employee development.
- Other benefits include flexibility with home working – this role will operate a hybrid working function with up to 3 days from home
- Full support with continuing professional development through exams.
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.