Senior Paraplanner Job at Broster Buchanan (Cheshire)

Senior Paraplanner

Chase de Vere paraplanners work closely with financial advisers and client suppo...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

Secured a number of financial planning (R0) qualifications
Striving to complete Diploma in Regulated Financial Planning
Minimum 2 years experience as a paraplanner
Ability to work independently
Keen eye for detail
Passion to provide best independent financial research and advice
Ability to work in a fast-paced environment whilst maintaining excellent attention to detail
Teamwork and collaboration skills

Job Responsibility

Researching, analysing market trends and report writing
Work closely with financial advisers and client support teams to deliver advice and provide ongoing services
Prepare recommendations
Review clients’ finances on an annual basis
Assess exposure to risk
Update financial strategy to reflect changing circumstances
Conduct research on clients’ financial planning arrangements
Undertake investment portfolio analysis including asset allocation analysis
Compile investment, pension and protection illustrations, projections and associated documentation
Write technical and accurate suitability reports and client service agreement letters

What we offer

Opportunity to earn an annual bonus
25 days holiday plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit individual needs
Option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year to support local community

Senior Paraplanner

Idex Consulting have an opportunity for a Paraplanner to join an IFA based in Gl...

Location

United Kingdom , Glasgow

Salary:

50000.00 - 60000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

April 17, 2026

Requirements

Must be Diploma level (or equivalent) and looking to work towards Chartered status
The candidate must have full paraplanning experience
Experience in report writing and research
Able to be an excellent team player

Job Responsibility

Develop financial planning strategies in line with the client's needs, goals and objectives
Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards
Cash flow modelling, tax calculations, liaising with product providers etc.

What we offer

Bonus
Huge growth and career potential

Fulltime

Senior Mortgage and Protection Paraplanner

Flagstone are the largest independent mortgage brokers in Essex, providing indep...

Location

United Kingdom , Chelmsford

Salary:

28000.00 - 32000.00 GBP / Year

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Full CeMap (and CeRER also desirable)

Job Responsibility

Communicate & liaise verbally and in writing with Advisers/customers/product providers and relevant staff
Interpret instructions and issues arising and implement actions
Accurate submission of mortgage applications and ensuring initial lender requirements are met
Updating CRM system with clients’ personal information & requirements, ensuring the correct product/s are selected and ensuring client documents are clearly labelled and uploaded to the system in a timely manner
Start worklist for submitted products and adding and relevant notes which will assist MSC
Reviewing obtained customer documentation to check that the Flagstone minimum requirements have been met
Conduct file reviews to a high standard and provide management information on results and outstanding actions
Establish and maintain effective working relationships with co-workers, supervisors and the general public
Maintain regular consistent and professional attendance, punctuality, personal appearance, and adherence to relevant health & safety procedures
Pursue personal development of skills and knowledge necessary for the effective performance of the role

What we offer

bonuses

Fulltime

Team Manager – Processing Operations

As a Team Manager you will work closely with our Operations Manager to ensure yo...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

A good level of experience in an administration role within the financial services, ideally within an IFA
Experience of leading or managing a team
A good knowledge and understanding of a wide range of financial products, including employee benefits products
Ability to build and develop effective working relationships at all levels
Some experience of training on a one to one basis and in a group environment

Job Responsibility

Day to day oversight and management of one of our Business Processing Teams
Acting as first point of contact for queries and escalations, managing workloads within the team and identifying training needs and areas for continuous improvement
Undertake quarterly one to one’s meetings with individuals and annual appraisals
Deal with the day to day technical and process queries from Central Operations Administrators, Advisers and third party providers
Work closely with the Operations Manager to identify and implement the necessary changes to processes, procedures and working practices
Proactively deliver and promote excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards
Assess the department’s work load and capacity on a daily basis in order to effectively resource manage
Ensure that during periods of holiday and sickness, there is the appropriate level of resource available at all time
Assist the Operations Manager and Senior Manager/s with collating and implementing the output from the MI reports on a regular basis
Carry out regular Quality checks in order to identify any issues which might indicate a training or development need within the team

What we offer

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community

Paraplanner

We are currently working with a reputable wealth management business with office...

Location

United Kingdom , Glasgow

Salary:

45000.00 - 55000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

April 17, 2026

Requirements

Experienced within the Wealth Management/Financial Planning remit
Hold the Diploma in Financial Planning (or working towards)

Job Responsibility

Provide technical paraplanning support to a team of Senior Financial Planners
Write bespoke reports
Conduct technical research
Work closely with Planners and Financial Planning Administrators

What we offer

Excellent benefits package
Full support to attain further qualifications
Excellent career development opportunities

Fulltime

New

Financial Planning Administrator

Churchgates brings together a unique and powerful combination of Accountants, Ta...

Location

United Kingdom , Bury St Edmunds

Salary:

Not provided

Churchgate Accountants

Expiration Date

Until further notice

Requirements

Excellent organisational ability and a good eye for detail
Strong interpersonal skills, be able to build good working relationships and an excellent team player
The ability to deliver excellent service to clients both in person and over telephone and via email. Strong communication skills to liaise with both client and providers are essential
The ability to manage own time and work to deadlines, to take instruction from senior staff and execute tasks as required
Be able to work well under pressure, managing a varied workload whilst remaining organised and focused
Be keen to learn, ask questions, take initiative and have a proactive approach to problem solving
Excellent computer skills, particularly using Microsoft Office

Job Responsibility

Carrying out general day‑to‑day administration tasks, including handling client enquiries, answering telephone calls, collecting information from providers, and filing client documents
Maintaining accurate client information on the firm’s software systems, such as CCH, XPLAN and investment platforms
Assisting with the onboarding of new clients and supporting the servicing of existing clients
Providing general support to Advisers and Paraplanners, including helping to prepare, co‑ordinate and follow up on client meetings
Supporting the submission of new business by helping complete application forms accurately, uploading documents, submitting business online via platforms, and setting up adviser fees
Assisting with the preparation of annual portfolio review packs for clients. This includes checking figures and ensuring data is accurate so that clear reports can be produced for the Adviser and Paraplanner
Supporting the processing of back‑office tasks such as billing and recording commission and adviser fees on our systems
Assisting Paraplanners with producing ISA and pension top‑up reports, including personalised and cost illustrations
Assisting with mortgage administration, liaising with clients and mortgage providers where necessary
Working alongside and being supported by the Senior Financial Planning Administrator, including receiving training on systems and processes

What we offer

22 – 24 days holiday depending on experience (excluding bank holidays)
Birthday Leave
Holiday purchase/sale scheme
Flexible home working policy
Matching employer pension contributions up to 6% of salary
Salary sacrifice available for pension contributions
Income protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension age
Death in service benefit (4 x basic salary)
Private health insurance – individual cover paid for
Employee assistance programme

Fulltime

Senior Financial Services Administrator

Brook Street Recruitment is working on behalf of our Belfast client are looking ...

Location

United Kingdom , County Antrim

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Min of three years' experience in an IFA setting / wealth management firm- this is 100% essential
Strong organisational skills, attention to detail, and ability to manage multiple priorities.
Excellent written and verbal communication skills.
Proactive, self-motivated, and committed to ongoing professional development.
Thorough understanding of compliance requirements.

Job Responsibility

Support financial advisers and paraplanners with client servicing and administration
Communicate with clients to request information and provide updates on services
Process new business and client servicing transactions via provider systems
Prepare annual review packs and manage ongoing service requests
Maintain accurate client records
Liaise with providers to ensure smooth service delivery
Contribute to team meetings and participate in continuous improvement initiatives
Ensure compliance with FCA regulations and firm quality standards

Fulltime

New

Trainee Financial Planning Administrator

This position is based in the busy financial planning department of our office a...

Location

United Kingdom , Bury St Edmunds

Salary:

Not provided

Churchgate Accountants

Expiration Date

Until further notice

Requirements

Have (or be predicted) good exam results at A level or equivalent
Excellent organisational ability and a good eye for detail
Be interested in pursuing a career in the financial services industry
Strong interpersonal skills, be able to build good working relationships and an excellent team player
The ability to deliver excellent service to clients both in person and over telephone and via email
Strong communication skills to liaise with both client and providers are essential
The ability to manage own time and work to deadlines, to take instruction from senior staff and execute tasks as required
Be able to work well under pressure, managing a varied workload whilst remaining organised and focused
Be keen to learn, ask questions, take initiative and have a proactive approach to problem solving
Excellent computer skills, particularly using Microsoft Office

Job Responsibility

Carrying out general day‑to‑day administration tasks, including handling client enquiries, answering telephone calls, collecting information from providers, and filing client documents
Maintaining accurate client information on the firm’s software systems, such as CCH, XPLAN and investment platforms
Assisting with the onboarding of new clients and supporting the servicing of existing clients
Providing general support to Advisers and Paraplanners, including helping to prepare, co‑ordinate and follow up on client meetings
Supporting the submission of new business by helping complete application forms accurately, uploading documents, submitting business online via platforms, and setting up adviser fees
Assisting with the preparation of annual portfolio review packs for clients
Supporting the processing of back‑office tasks such as billing and recording commission and adviser fees on our systems
Assisting Paraplanners with producing ISA and pension top‑up reports, including personalised and cost illustrations
Assisting with mortgage administration, liaising with clients and mortgage providers where necessary
Working alongside and being supported by the Operations Manager, including receiving training on systems and processes

What we offer

A competitive salary
A minimum of 22 days holiday (excluding bank holidays)
Birthday Leave
Holiday purchase/sale scheme
Matching employer pension contributions up to 6% of salary
Salary sacrifice available for pension contributions
Income protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension age
Death in service benefit (4 x basic salary)
Private health insurance – individual cover paid for
Paid study leave

Fulltime

Senior Paraplanner

Broster Buchanan

Location:
United Kingdom , Cheshire

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 06, 2026

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