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Heat Recruitment
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  • Senior Paraplanner  

    - Exeter
    LocationExeter Salary £35000 - £45000 TypePermanent WorkplaceOn-Site R... Read More
    LocationExeter Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref89775 Recruiter Managing This Role Paraplanner Hybrid (23 days office)
    Salary up to £45,000 + bonus & benefits An established and highly respected financial planning firm is looking to add an experienced Paraplanner or Senior Paraplanner to its growing technical team. Working closely with advisers and client support teams, you will play a key role in delivering high-quality, compliant financial advice across a broad client base. The Role: Conduct detailed research and analysis of client financial arrangements Undertake investment portfolio and asset allocation analysis Prepare investment, pension and protection illustrations Write clear, accurate suitability reports and service documentation Support annual client reviews and ongoing servicing Ensure full compliance with FCA regulations and internal procedures The Ideal Candidate: Minimum 2 years experience in a paraplanning role R0 exams completed or in progress, working towards Level 4 Diploma Strong technical knowledge across pensions, investments and protection Excellent attention to detail and report-writing skills Comfortable working in a fast-paced, collaborative environment Whats on Offer: Salary up to £45,000 (DOE) Annual bonus Hybrid working (23 days in the office) 25 days holiday + bank holidays + birthday off Life assurance (4x salary) Funded exams and paid study leave Flexible benefits and wellbeing support Clear long-term progression, including Chartered pathways This is an excellent opportunity for a paraplanner looking to develop their technical expertise within a supportive, professional environment. Read Less
  • Paraplanner  

    - Dorking
    LocationDorking Salary £38000 - £45000 TypePermanent WorkplaceHybrid R... Read More
    LocationDorking Salary £38000 - £45000 TypePermanent WorkplaceHybrid Ref89765 Recruiter Managing This Role Paraplanner
    Dorking 
    Up to £45,000
    We have an exciting opportunity for an experienced Paraplanner to join an established Financial Services firm who focus on providing a high quality financial planning and investment management services. Due to their continued growth, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. You will be responsible for delivering high quality dedicated technical support to two of the firms advisers. You will be working closely with the Planners and have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working in a positive team-focused environment where you can develop your career within a successful and ambitious firm. In order to be considered for this paraplanner opportunity: Level 4 Diploma qualified (or working towards) Previous experience within a Financial planning/ IFA Practice Good communication skills Excellent IT literacy ideally with exposure to Voyant and FE Analytics. You will have excellent opportunities to learn and progress and will benefit from a meritocratic and fun working environment. Apply today to be considered for this Financial Adviser opportunity. If this particular vacancy isnt the perfect fit, please do still get in touch we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role. Read Less
  • IFA Administrator  

    - Leeds
    LocationLeeds Salary £25000 - £35000 TypePermanent WorkplaceOn-Site Re... Read More
    LocationLeeds Salary £25000 - £35000 TypePermanent WorkplaceOn-Site Ref89759 Recruiter Managing This Role IFA Administrator Leeds An established and growing financial planning firm in Leeds is looking to appoint an experienced IFA Administrator to support Financial Planners and Paraplanners within a busy, client-focused environment. The role will involve providing comprehensive administrative support across the full financial planning process, ensuring high standards of accuracy, client service, and regulatory compliance. Key Responsibilities: Supporting Financial Planners and Paraplanners with day-to-day administration Client onboarding, including AML checks, ID verification, and sanctions screening Preparing client valuations, review packs, and suitability documentation Processing new business, ISA and pension top-ups, and obtaining provider illustrations Liaising with clients, providers, and internal stakeholders Maintaining accurate client records on CRM systems Ensuring compliance with FCA and AML requirements at all times Skills & Experience: Previous experience in an IFA Administrator or financial services administration role Good understanding of FCA regulations and financial planning processes Strong attention to detail and organisational skills Confident IT user with Microsoft Office and CRM systems Professional, friendly approach when dealing with clients The Opportunity:
    This role would suit someone looking to join a supportive financial planning firm offering long-term development and progression within the business. Study support may be available for relevant qualifications. Read Less
  • Senior IFA Admin  

    - London
    LocationLondon Salary £30000 - £35000 TypePermanent WorkplaceHybrid Re... Read More
    LocationLondon Salary £30000 - £35000 TypePermanent WorkplaceHybrid Ref89752 Senior IFA Administrator London (Hybrid) Up to £35,000 A highly respected Wealth Management firm in London is looking for an experienced Senior IFA Administrator to join their growing team. This is a fantastic opportunity for someone with strong IFA administration experience who wants to take on more responsibility and play a key role in supporting advisers and the wider operations function. This position offers a hybrid working model and a competitive salary of up to £35,000, depending on experience.
    The Role As a Senior IFA Administrator, youll provide high?quality administrative support to the Advisers and Operations Manager, ensuring the smooth running of client processes and the delivery of an exceptional service. You will be involved in all aspects of investment and pension administration, new business processing, platform work, and annual review preparation. This is a hands?on, varied role suited to someone who thrives in a fast?paced environment and enjoys taking ownership of their workload.
    Key Responsibilities Processing new business and top?ups across multiple provider platforms Ensuring all compliance requirements are met before submission Updating and maintaining the back?office system (Intelligent Office) and uploading relevant documentation Managing fund switches, purchases, sales, and ad?hoc income requests Preparing annual review packs and follow?up reports Supporting a major platform migration project, including asset transfers Assisting advisers with meeting preparation and document collation Handling all investment and pension administration tasks Taking overflow calls to support the reception team Producing basic reports and supporting ad?hoc operational projects Working efficiently to meet deadlines and ensure smooth workflow across the team Essential Experience Minimum 2 years experience within an IFA or Wealth Management environment Strong understanding of provider platforms and investment/pension administration Confident using technology with the ability to learn new systems quickly Experience working in a busy office environment, ideally within a larger team Able to work independently and manage your own workload Personal Skills Excellent communication skills, both written and verbal Strong attention to detail and high standards of accuracy Ability to prioritise effectively and escalate issues when needed Professional, proactive, and reliable with excellent time?keeping Why Join, and Benefits Vitality PMI Life assurance of 4x your basic salary Income protection cover 33 days holiday + up to 3 days emergency holiday for unforeseen events Enhanced maternity, paternity, adoption leave, and shared parental leave Fully paid sick leave Employee assistance programme Professional membership subscriptions paid for Exam and training support Electric car scheme, cycle to work scheme, season ticket loans, and more If youre an experienced IFA Administrator looking to step into a senior role with more responsibility and long?term development, wed love to hear from you. Apply now to be considered. Read Less
  • Remote Paraplanner  

    - Bournemouth
    LocationBournemouth Salary £32000 - £38000 TypePermanent WorkplaceRemo... Read More
    LocationBournemouth Salary £32000 - £38000 TypePermanent WorkplaceRemote Ref89761 Recruiter Managing This Role There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for national Financial Planning company that branches across several offices. This particular position is remote. They keep going from strength to strength, with further acquisitions and mergers lined up for 2025. You will be working in a strong team-focused environment where you can develop your planning career within a prestigious firm that provides regular one to ones. Benefits: Salary Up to £38,000 Fully Remote Working Very generous holiday allowance Exam support, especially to Chartered Private medical Income protection DIS Career progression Plus more To be considered for Paraplanner opportunity, candidates need to have Level 4 Diploma qualified, and ideally keen to take further exams Previous paraplanning experience within an IFA Practice High level of analytical capability and good communication skills Positive, can-do attitude Apply today to be considered for this paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanning, Paraplanner Read Less
  • Financial Adviser  

    - Manchester
    Locationmanchester Salary £40000 - £65000 TypePermanent WorkplaceOn-Si... Read More
    Locationmanchester Salary £40000 - £65000 TypePermanent WorkplaceOn-Site Ref89160 Recruiter Managing This Role Financial Adviser  We are working with a well-established financial services firm looking to add a Financial Adviser to their existing team of 8 advisers. This role offers the opportunity to provide expert financial advice to a growing client base of over 1,800 clients. The incoming adviser will be given an existing portfolio of clients to manage and develop. Requirements: Level 4 financial adviser qualification (or equivalent) Minimum of 2 years experience as a financial adviser Package: £45,000£60,000 basic salary Attractive adviser bonus scheme, including quarterly and monthly incentives linked to residual income and initial fees 25 days holiday plus 8 bank holidays 5% company pension contribution Flexible medical package / company health scheme Flexible working arrangements, combining home and client meetings Role Highlights: High support ratio with one paraplanner and one administrator per adviser Client bank provided, allowing focus on delivering financial advice Technical support from a team of qualified and trainee paraplanners Centralised report writing and provider liaison to reduce administrative burden Structured management support, training, and mentorship for career progression Use of technology to streamline processes and enhance client outcomes Centralised appointment booking to maximise adviser time on client-facing activities Collaborative, client-focused team environment This role is ideal for a motivated, client-focused adviser looking to grow their career in a supportive and structured environment. Read Less
  • Independent Financial Advisor  

    - Derby
    LocationDerby Salary £45000 - £75000 TypePermanent WorkplaceHybrid Re... Read More
    LocationDerby Salary £45000 - £75000 TypePermanent WorkplaceHybrid Ref89749 Independent Financial Adviser
    Derby Hybrid £55,000 £75,000 + 4% Pension + Electric Car Scheme + Life Insurance + Healthcare + 25 days holiday (plus bank holidays and buy back scheme) + Brand New Office Are you a CAS Financial Adviser with previous IFA experience looking to join a high-growth organisation and take ownership of expanding a new geographical area? This is a unique opportunity to join a firm with a strong reputation and play a key role in its ambition to become a Top 50 UK law firm. A major part of this strategy is the continued expansion of its Wealth Management and investment offering. You will be responsible for driving and growing the business across the Derby area through a holistic and consultative approach, delivering full-scope financial advice across pensions, investments, inheritance tax planning and cashflow modelling.
    With an existing pipeline of warm, organic referrals, alongside the opportunity to proactively build your own client base, this role offers genuine autonomy and long-term career progression. This position is perfect for an Independent Financial Adviser with a clear business development strategy who is excited by the prospect of launching and growing a new region under a well-recognised and trusted brand. The Role:
    *Hybrid work schedule
    *Delivering full-scope financial advice across pensions, investments, inheritance tax planning and cashflow modelling
    *Implement a business strategy to grow a book of business in Derby
    *Organic referrals paired with new business expansion
    *Occasionally travel to Nottingham office

    The Person:
    *CAS Certified Independent Financial Adviser
    *A clear and proven business strategy to implement
    *Existing client bank is beneficial but not required
    *Looking for more responsibility and recognition
    *Demonstratable experience of customer service skills
    Read Less
  • Trainee Paraplanner  

    - Welwyn Garden City
    LocationWelwyn Garden City Salary £30000 - £40000 TypePermanent Workpl... Read More
    LocationWelwyn Garden City Salary £30000 - £40000 TypePermanent WorkplaceOn-Site Ref89720 Recruiter Managing This Role Trainee Paraplanner
    Welwyn Garden City
    Up to £40,000 
    A well-established, friendly financial planning firm based in Welwyn Garden City, with over 45 years history and a team of 15 staff is looking to hire. Due to continued growth, they are recruiting for a Trainee Paraplanner to join their team.
    This is an excellent opportunity for someone looking to build a long-term career in paraplanning within a supportive, professional environment. You will work closely with the existing Advisers, Senior Paraplanner, and a hybrid Paraplanner/Adviser, gaining hands on experience and structured development. Benefits Salary up to £40,000 9:00am 5:30pm Office-based Pension Death in Service (DIS) Health cash plan 22 days holiday increasing by 1 day per year up to 25 days, plus bank holidays Full encouragement and support towards Chartered status Why Join? Established firm with long-term stability
    Supportive, close-knit team environment
    Clear development and progression route
    Strong commitment to training and professional growth To be considered for this trainee Paraplanner position:  Proven experience as an IFA admin/ Trainee Paraplanner within an IFA / Financial Planning firm Level 4 Diploma in Financial Planning or working towards Technical knowledge across pensions, investments and protection Apply today to be considered. A specialist consultant will be in touch to discuss the role in confidence.
    Know someone suitable? Refer them and receive £200 if we help them secure a new role.
    Synonyms: Paraplanner, Senior Paraplanner, Paraplanning, Report Writer, Financial Planning Support, Technical Planner
    #LI-LW1 Read Less
  • IFA  

    - Gloucester
    LocationGLOUCESTER Salary £50000 - £75000 TypePermanent WorkplaceOn-Si... Read More
    LocationGLOUCESTER Salary £50000 - £75000 TypePermanent WorkplaceOn-Site Ref89162 Financial Adviser (Pathway to Senior Management / Future Equity)
    Location: Gloucester (Office-based initially, with flexibility) Salary: £50,000 £75,000 (DOE) Exceptional candidates may be considered at higher levels Qualifications: Level 4 Diploma essential | Chartered or working towards highly desirable About the Firm Were partnering with a highly respected, truly independent wealth management practice in Gloucester. The firm has built an excellent reputation for delivering fair, transparent, and client-led financial advice with a strong emphasis on long-term relationships rather than sales targets. This is an opportunity to join a small, forward-thinking team that rewards loyalty and quality, not just production. The firm embraces modern technology and efficiency, while maintaining a deeply personal approach to financial planning. The Opportunity Due to continued growth and future succession planning, the firm is seeking an experienced Financial Adviser to join their team. Youll work with an existing client bank while developing new relationships through referrals and professional connections. The role also offers a clear pathway toward senior management and potential equity involvement for the right person. Key Responsibilities Manage and develop a loyal portfolio of private clients. Deliver holistic, independent financial advice aligned with clients long-term goals. Work collaboratively with a skilled team, including Chartered Paraplanners and experienced administrators. Contribute to the firms growth and strategic direction over time. What Were Looking For Level 4 Diploma in Financial Planning (Chartered status desirable). Minimum 3 years experience as an Adviser within an independent or restricted environment. Personable, ethical, and client-focused not a sales-driven mindset. Comfortable advising clients with professionalism, integrity, and empathy. Ideally bringing a small client book (not essential). Open to candidates under restrictive covenants (case by case). Whats On Offer Salary: £50,000 £75,000 (higher considered for exceptional candidates). Bonus: Flexible structure can include percentage of new business or trail. Pension: 5% employer / 5% employee. Holidays: 25 days + statutory. Additional Benefits: Electric car scheme (after qualifying period). Health scheme. Full professional development and study support. Collaborative, low-turnover environment focused on fairness, progression, and long-term success. If youre a qualified Financial Adviser seeking a genuinely independent environment with progression toward leadership where clients, not sales targets, come first wed love to hear from you. Read Less
  • New Business Admin/ Paraplanner Assistant  

    - Bristol
    LocationBristol Salary £28000 - £32000 TypePermanent WorkplaceOn-Site... Read More
    LocationBristol Salary £28000 - £32000 TypePermanent WorkplaceOn-Site Ref89734 New Business Administrator Financial Planning Bristol A well-established and growing wealth management firm is seeking an experienced New Business Administrator to join its financial planning team. This role focuses on new business processing, supporting advisers and paraplanners with the implementation of client recommendations and ensuring applications progress smoothly through to completion. Key responsibilities: Processing new business applications across pensions, investments and protection Issuing simple suitability letters and client documentation Submitting, tracking and chasing applications with providers Updating CRM systems and maintaining accurate client records Liaising with advisers, paraplanners, clients and product providers What theyre looking for: Previous experience in financial planning or IFA administration Strong understanding of new business processes Good product knowledge across pensions and investments (protection desirable) Highly organised with strong attention to detail Studying towards, or open to studying towards, professional exams Salary: Competitive up to 32k, dependent on experience Benefits include: Group Life Cover and Group Income Protection (from day one) Private Medical Insurance, Health Cash Plan and Cycle to Work scheme (after probation) Employer pension contribution up to 5% 25 days annual leave plus bank holidays Birthday leave and charity/community day Increasing holiday with service Working hours: Monday to Friday, 9:00am 5:30pm (1 day from home) Apply today to be considered for this opportunity. If this particular vacancy isnt the perfect fit, please do still get in touch we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role. Read Less

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