Looking for a role where you can focus on doing financial planning properly, build meaningful client relationships and continue developing as a Financial Planner?

This is an opportunity to work directly alongside our Managing Director, helping to onboard new clients and advise existing ones, with structured support, training and mentorship as you transition to a Lead Financial Planner.

What’s In It For You?

Our package is designed to reward great work, invest in your development, support your wellbeing and give you genuine flexibility.

• Salary: £57,500–£72,500, depending on experience
• Growth allowance: 5% of salary each year for personal and professional development
• Wellbeing allowance: 4% of salary paid as a cash allowance to support your wellbeing
• Annual bonus: Up to 5% of salary
• Reduced working week: 35.5 hours, including a 3pm finish every Friday
• Remote working: Remote working: Work remotely anywhere within the UK, with flexible working hours
• Work abroad: Work overseas for up to 90 days each year
• Pension: Employer contributions matched up to 7% of full salary
• Holiday: 24 days + bank holidays + your birthday + additional long-service leave, with the option to purchase more
• Sabbatical: One fully paid month every three years
• Health plan: Annual health screening + medical cash plan
• Professional development: Professional exams and relevant training are fully funded
• Charity days: Up to two paid charity days with the team each year

As a remote-first team, we primarily work from home, but come together in the South West for quarterly team days.

Career Progression

We offer a clear, structured pathway from Associate Financial Planner to Lead Financial Planner.

• Associate Financial Planner: £57,500–£72,500 base salary, depending on experience
• Lead Financial Planner: A higher compensation range, with further progression as your responsibility, capability and contribution grow

Our career pathway provides substantial long-term earning potential without relying on sales targets or commission.

About The Role

This role is designed for an experienced, client-facing financial planning professional who wants to develop into a Lead Financial Planner. You may already hold a Financial Adviser or Financial Planner title elsewhere, but lack the structure, support or clear pathway to progress your career.

During the first 12 months, you'll work predominantly alongside our Managing Director and Certified Financial Planner. You'll help onboard new clients and advise existing ones, including some of Frazer James' most valuable and complex relationships. You'll receive structured training, coaching and mentorship throughout.

You'll build relationships with new clients from the outset, helping develop their financial plans from day one. As your capability develops, you'll progressively take greater responsibility for meetings, advice, and client relationships, with clients transitioning to your stewardship over time.

The aim is for you to progress to a Lead Financial Planner role within 24 months, taking primary responsibility for your own clients, with support from a dedicated Paraplanner and Administrator.

This is a remote-first UK role, with travel to Bristol for quarterly team days and occasional client meetings.

What You’ll Be Doing

First 12 Months:

From day one, you'll be actively involved in client meetings, working alongside our Managing Director and Certified Financial Planner:

Attend and actively contribute to new and existing client meetings.

• Play an active role in onboarding new clients and developing their financial plans.
• Work on some of the firm's highest-value, most complex and strategically important client cases.
• Identify planning opportunities and develop comprehensive recommendations alongside our Financial Planners and Paraplanners.
• Coordinate the implementation of advice with our wider team.

Months 12–24 – Associate Planner to Lead Planner Transition

As your capability and relationships develop, you'll progressively:

• Lead client meetings and deliver advice with appropriate support and oversight.
• Take greater ownership of financial planning recommendations and outcomes.
• Become the primary Financial Planner for clients you've already helped to onboard and advise.
• Develop the judgement and leadership required to take full responsibility for your own client relationships.

Beyond 24 months – Lead Financial Planner

Once fully transitioned, you'll take primary responsibility for your own clients, supported by a dedicated Paraplanner and Administrator. You will:

• Take end-to-end responsibility for your client relationships and their ongoing financial planning.
• Build deep, long-term relationships with clients and their families, becoming a trusted partner in their financial lives.
• Lead a dedicated Paraplanner and Administrator, setting clear expectations and maintaining high standards of client service and advice delivery.

Essential requirements:

• Financial planning experience: At least four years' experience within a UK financial advisory or financial planning firm.
• Meaningful client experience: At least two years regularly participating in client meetings in a substantive capacity.
• Financial planning approach: Experience with comprehensive financial planning and cashflow modelling rather than predominantly product-led advice.
• Qualifications: Level 4 Diploma qualified, with a willingness to work towards Certified Financial Planner status if not already achieved.
• Remote-working experience: Experience working remotely and a clear preference for continuing to work predominantly from home.
• Technical capability: Strong technical knowledge across the core areas of financial planning and confidence using technology.
• Client communication: The confidence, credibility and interpersonal skills to build trusted relationships and contribute effectively to new-client conversations.
• Judgement and dependability: A considered, organised approach, strong attention to detail and a track record of following through on commitments.
• Long-term outlook: You're looking for a firm where you can build your career, take on greater responsibility and contribute to its long-term growth.
• Values: Strong alignment with our values of integrity, excellence, dependability, respect and commercial acumen.
  Values: Strong alignment with our values of integrity, excellence, dependability, respect and commercial acumen.

Desirable Preferences:

• Certified Financial Planner status already achieved.
• Experience taking the lead in some client meetings or relationships.
• Previous experience across paraplanning or administration, as well as advisory work.

Why You’ll Love Working With Us:

Frazer James is a multi-award-winning independent financial planning firm. Since 2019, we've grown organically through referrals and strong client relationships, and now advise around 140 families with more than £150 million under management.

We're a small, ambitious team that cares deeply about doing financial planning properly. You'll work alongside Certified Financial Planners, Chartered Paraplanners and experienced support professionals who take pride in the quality of their work and the difference it makes to clients.

You'll join our team of eight at a pivotal stage of growth as we establish our third client team, with the opportunity to progress through the Associate pathway to become its Lead Financial Planner.

Being a small team means your contribution matters. You'll have a genuine voice in how we work, the autonomy to use your judgement, and the opportunity to help shape our proposition as Frazer James continues to grow.

Please get in touch for a chat to discuss the role. :-)

For many paraplanners, becoming a Financial Adviser is a natural progression but knowing where to start, what support is available, and whether it's the right move can be difficult.

I'm currently speaking with paraplanners who are interested in exploring trainee Financial Adviser opportunities. Whether you're actively looking or simply curious about what the transition involves, I'm happy to have an informal, no-obligation conversation about the role, the journey, and what to expect.

If you've ever wondered whether advice could be the right next step in your career, feel free to reach out.

If you're interested, drop me a message on 07467 410267

If you're a paraplanner who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business, this is for you.

Further details:
Liverpool City Centre (Hybrid Working Available)
Salary: £50,000+ (dependent on experience)
Hours: Monday to Thursday, 9am – 5pm + Friday 9am-3pm

I'm super keen to have a chat with paraplanners looking for opportunities in paraplanning or other financial services / wealth management roles in the Liverpool, Wirral, Chester and Deeside areas! To connect, my e-mail address is jessica.haslam@search.co.uk.

If you're a paraplanner who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business, this is for you.

Further details:
Liverpool City Centre (Hybrid Working Available)
Salary: £50,000 – £60,000 (dependent on experience)
Hours: Monday to Friday, 9am – 5pm (Flexible working hours)
Holiday: 33 days (including Bank Holidays)

I'm super keen to have a chat with paraplanners looking for opportunities in paraplanning or other financial services / wealth management roles in the Liverpool, Wirral, Chester and Deeside areas! To connect, my e-mail address is jessica.haslam@search.co.uk.

Looking for a role where you can think independently, and use your technical expertise to deliver meaningful impact from day one?

This could be for you. If you enjoy proper financial planning, building long-term client relationships, and combining technical knowledge with thoughtful advice, we’d love to hear from you.

What’s In It For You?

We’ve designed this role to reward great work, support your well‑being, and give you the flexibility to thrive. The headline figure reflects that the full cash‑equivalent package is up to £102,850+.

• Competitive Salary: £62,500 – £85,000 (depending on experience)
• Growth Allowance: 5% for personal and professional development
• Bonus: Up to 5% paid once yearly
• Wellbeing allowance: 4% of salary (cash equivalent)
• Pension: Employer contribution matched up to 7%
• Holiday: ~35 days (24 days + bank holidays + birthday + long service, with option to purchase additional)
• Reduced week: Finish at 3pm Fridays (35.5 hours)
• Remote working: Flexible hours + work abroad up to 90 days
• Sabbatical: One fully paid month every 3 years
• Health plan: Annual screening + medical cash plan
• Professional Development: Paid exams and additional training, if desired.
• Charity Days: Up to 2 charity days with the team annually
• Quarterly team meetups: South West England

Career Progression

We believe in transparency around career growth. The progression from Associate Planner to Financial Planner reflects an increase in responsibility for client relationships. From day one, you’ll be client-facing, contributing directly to meetings and financial plans. As you develop, your scope expands, and your compensation evolves in line with responsibility and experience.

• Associate Financial Planner: base salary of £62,500 – £85,000 (junior to senior range)
• Financial Planner: up to £130,000 (senior range)

This means that as you transition from Associate Planner to Financial Planner, your compensation could increase significantly, reflecting both progression and performance.

About The Role

Frazer James is in a strong growth phase, building capacity for the clients we expect to bring on board over the next 12–24 months. We operate two client‑facing teams (new business and servicing), supported by dedicated staff. As a small, fast‑growing company, we operate more like a start‑up than a large corporation. Processes evolve as we grow, and we’re looking for someone who sees change as an opportunity rather than a challenge.

In the first 12 months, you’ll join as an Associate Financial Planner, working alongside our Financial Planners. You’ll contribute directly to client meetings, financial plans, and follow‑up actions, while steadily building technical confidence, meaningful client exposure, and strong planning judgment. This stage is designed to expand your responsibility for client relationships over time, not to serve as a trainee track.

Over the following 12 months, subject to performance, you’ll progress into a Lead Financial Planner role. You’ll take full responsibility for your own clients and lead relationships day-to-day, supported by a dedicated paraplanner and administrator.

We take a deliberate approach to client transition, ensuring relationships are built on trust and continuity. Unlike firms that hand advisers a list of names with little context, we prioritise long‑term relationships. The Associate Financial Planner assumes greater responsibility over time, providing you and the clients with a seamless, well-supported handover. This measured approach reflects our commitment to quality and building enduring relationships.

This is a remote‑first role within the UK, with occasional travel to Bristol for quarterly meet‑ups and occasional client meetings.

What You’ll Be Doing

**First 12 Months:
**
* Attend and actively contribute to client meetings
* Collaborate with the Financial Planners to develop recommendations
* Identify planning opportunities and develop recommendations
* Coordinate implementation with administrators
* Prepare annual reviews and meeting notes
* Communicate with clients via email, secure messaging, phone, and meetings
* Provide occasional paraplanning support (suitability reports, technical research)
* Ensure files are complete, compliant, and suitable
* Progress towards Chartered/CFP status

**Months 12–24 – Associate Planner to Lead Planner Transition
**
* Lead client meetings with oversight and support
* Deliver tailored advice and develop comprehensive financial plans
* Gradually take ownership of client relationships, progressing towards managing approximately 80 ongoing client relationships as a Lead Financial Planner within 12–24 months.
* Maintain high standards of documentation, compliance, and follow-through
* Continue professional development towards Chartered and or CFP status

**Beyond 24 months – Lead Financial Planner
**
* Take full responsibility for your own client relationships
* Lead client relationships end-to-end
* Manage a dedicated team, including a paraplanner and administrator
* Contribute to the development of processes and standards as the firm scales

The Ideal Candidate:

• Location: Must be based in the United Kingdom. You’ll work remotely, but will be expected to travel to Bristol for quarterly in-person team days and occasional client meetings as needed.
• Remote-Friendly: Previous experience working from home or in a remote role.
• Role Experience: Minimum 4 years working within a ‘true’ financial planning firm, with prior experience across paraplanning and advisory roles.
• Technical Skills: Strong IT skills, including experience using Google Workspace, MacOS and ChatGPT and financial planning software. Strong technical knowledge across core financial planning areas.
• Attention to Detail: Excellent organisational skills and meticulous attention to detail.
• Communication: Exceptional written and verbal communication skills.
• Proactive Attitude: Self-motivation and a proactive approach to personal learning and development.
• Value Alignment: Strong alignment with our core values of integrity, excellence, dependability, respect, and commercial acumen.

Desirable Preferences:

• Chartered/Certified Financial Planner status already achieved
• Solid academic background (degree preferred)

Why You’ll Love Working With Us:

• Frazer James is a values-driven, multi-award-winning independent financial planning firm based in Bristol. Since 2019, we’ve grown organically through word of mouth and strong client relationships, and now manage over £140 million on behalf of around 130 families.
• We deliver highly personalised financial planning that helps clients plan with purpose, invest with clarity, and live with intention. Our team includes Certified Financial Planners, Chartered Paraplanners, and experienced support staff who genuinely care about the quality of their work and the impact it has.
• You’ll be joining a business that does things properly, values your voice, and trusts you to do great work from wherever you are.
• Join our team of 7 as we look to grow and build a third team, expanding the team throughout 2026.
• Want to understand how we operate?
• We’ve shared our approach on Financial Planner Life, The Financial Planning Podcast and Advisor 3.0.

How to Apply:

If you are interested in this opportunity, please apply through LinkedIn Easy Apply.

Looking for a role where you can provide ongoing strategic support and act as the technical anchor for a dedicated team looking after existing clients on an ongoing basis? This could be for you.

This position suits paraplanners who thrive on consistency, enjoy being the go-to expert for a team, and take pride in delivering high-quality value to existing clients. If you are technically brilliant, highly organised, and motivated by playing a central role in a collaborative team, we would love to hear from you.

What’s In It For You?

We’ve designed this role to reward great work, support your well‑being, and give you the flexibility to thrive. This role has a total package value of £72,600+.

• Competitive Salary: £40,000 - £60,000 (depending on experience)
• Growth Allowance: 5% for personal and professional development (flexible – courses, coaching, wellbeing, etc.)
• Bonus: Up to 5% paid once yearly
• Wellbeing allowance: 4% of salary (cash equivalent)
• Pension: Employer contribution matched up to 7%
• Holiday: ~35 days (24 days + bank holidays + birthday + long service, with option to purchase additional)
• Reduced week: Finish at 3pm Fridays (35.5 hours)
• Remote working: Flexible hours + work abroad up to 90 days
• Sabbatical: One fully paid month every 3 years
• Health plan: Annual screening + medical cash plan
• Professional Development: Paid exams and additional training, if desired.
• Charity Days: Up to 2 charity days with the team annually
• Quarterly team meetups: South West England

About The Role

In this role, you will work with existing clients. Through technical excellence, you will ensure that their financial plan remains on track and help them achieve their goals. You will focus on delivering the Annual Financial Planning service to existing clients, providing continuity and technical expertise that strengthens long-term client relationships.

You will partner closely with our Financial Planners and act as the key cog within the servicing team, bridging the gap between the administrator and the financial planner. You will be responsible for maintaining technical documentation, managing ad hoc client needs throughout the year, and ensuring the seamless delivery of advice to the existing client bank.

This is a long-term career paraplanning role designed for someone who enjoys being the central technical point of contact within a team, wants to deepen their knowledge of ongoing client management, and values the consistency of servicing established relationships.

Why You’ll Love Working With Us

Frazer James is a values-driven, multi-award-winning independent financial planning firm based in Bristol. Since 2019, we’ve grown organically through word of mouth and strong client relationships, and now manage over £125 million on behalf of around 125 families.

We deliver highly personalised financial planning that helps clients plan with purpose, invest with clarity, and live with intention. Our team includes Certified Financial Planners, Chartered Paraplanners, and experienced support staff who genuinely care about the quality of their work and the impact it has.
You’ll be joining a business that does things properly, values your voice, and trusts you to do great work from wherever you are.
Join our team of 6 as we look to grow and build a third team, expanding the team throughout 2026.

What You’ll Be Doing

In this role, you will take full ownership paraplanning for existing clients , ensuring a consistently high standard of technical support and strategic advice throughout the year. You will serve as the central point of contact between the adviser and the administrator, helping to deliver a technically excellent, brilliant client experience.

• Plan Creation: Build detailed net worth statements, cash flow models, income and expenditure reports, and other planning comparisons that help shape meaningful client recommendations.
• Annual Meeting Preparation: Prepare detailed agendas and supporting technical documentation for the annual financial planning meetings delivered by the Financial Planner.
• Research and Due Diligence: Analyse products, investments, and providers to determine suitable solutions, ensuring recommendations are fully compliant, appropriate, and aligned with client goals.
• Strategy Development and Recommendations: Take responsibility for developing client planning strategies and forming suitable financial planning recommendations, using technical analysis, research, and client objectives to determine appropriate courses of action in collaboration with the Financial Planner.
• Advice Reports: Write recommendation reports that are technically accurate, compliant, and client-appropriate, clearly reflecting the agreed strategy.
• File Ownership: Take full responsibility for each file’s completeness and compliance, ensuring all documentation, evidence, and recommendations meet internal and regulatory standards.
• Implementation Oversight: Coordinate with your administrator to deliver advice accurately and on time, ensuring every step of the plan is executed correctly.
• Client Communication: Engage with clients primarily via email, secure messaging, instant chat, or phone. Attending client meetings is generally not required, allowing you to focus on technical and strategic work.
• Team Collaboration: Act as the key liaison between the administrator and the paraplanner, ensuring clear communication, efficient workflows, and seamless task coordination across the servicing team.
• Technical Resource Management: Maintain and update technical documentation, templates, and resources used by the servicing team, ensuring all materials are current, compliant, and accessible.
• Ad-Hoc Advice Delivery: Deliver ad-hoc advice throughout the year for existing clients, including managing ISA contributions, pension contributions, withdrawals, and client accounts.
• Post-Meeting Advice: Prepare any recommendations arising from the annual financial planning meetings, ensuring they are implemented accurately and efficiently.

Essential Requirements

• Experience: At least 3 years of recent paraplanning experience within a financial planning firm, with proven ownership of cases from start to finish. Experience in a smaller firm or startup style environment is strongly preferred, ideally within a firm focused on holistic financial planning.
• Independence: Proven ability to work independently and deliver without close supervision.
• Adaptability: Comfortable in fast-moving, evolving priorities. Proven ability to balance speed and accuracy in delivering technical work.
• Qualifications: Level 4 Diploma in Financial Planning required.
• Technical Competence: Strong ability in pensions, tax, investments, and complex planning calculations, including TPAA/carry forward calculations, bond calculations, and inheritance tax planning.
• Technology Skills: Confident with Google Workspace, Voyant, CashCalc, Fundment, Timeline, Wealthbox (Mac users a plus).
• Remote-Friendly: Previous experience working from home or in a remote role.
• Mindset: Growth oriented, proactive, detail focused, and accountable for outcomes. Self-aware, enthusiastic, and collaborative, able to contribute positively to team culture as well as deliver independently.

Desirable Preferences

• Qualifications: CFP preferred, though not essential.
• Location: Ideally based near South West England for quarterly meetups.

Want to understand how we operate?

We’ve shared our approach on Financial Planner Life, and Advisor 3.0.

How To Apply

Apply via LinkedIn Easy Apply

Looking for a role where you can provide ongoing strategic support and act as the technical anchor for a dedicated team looking after existing clients on an ongoing basis? This could be for you.

This position suits paraplanners who thrive on consistency, enjoy being the go-to expert for a team, and take pride in delivering high-quality value to existing clients. If you are technically brilliant, highly organised, and motivated by playing a central role in a collaborative team, we would love to hear from you.

What’s In It For You

We’ve designed this role to reward great work, support your well‑being, and give you the flexibility to thrive. This role has a total package value of £72,600+.

• Competitive Salary: £40,000 - £60,000 (depending on experience)
• Growth Allowance: 5% for personal and professional development (flexible – courses, coaching, wellbeing, etc.)
• Bonus: Up to 5% paid once yearly
• Wellbeing allowance: 4% of salary (cash equivalent)
• Pension: Employer contribution matched up to 7%
• Holiday: ~35 days (24 days + bank holidays + birthday + long service, with option to purchase additional)
• Reduced week: Finish at 3pm Fridays (35.5 hours)
• Remote working: Flexible hours + work abroad up to 90 days
• Sabbatical: One fully paid month every 3 years
• Health plan: Annual screening + medical cash plan
• Professional Development: Paid exams and additional training, if desired.
• Charity Days: Up to 2 charity days with the team annually
• Quarterly team meetups: South West England

About The Role

In this role, you will work with existing clients. Through technical excellence, you will ensure that their financial plan remains on track and help them achieve their goals. You will focus on delivering the Annual Financial Planning service to existing clients, providing continuity and technical expertise that strengthens long-term client relationships.

You will partner closely with our Financial Planners and act as the key cog within the servicing team, bridging the gap between the administrator and the financial planner. You will be responsible for maintaining technical documentation, managing ad hoc client needs throughout the year, and ensuring the seamless delivery of advice to the existing client bank.

This is a long-term career paraplanning role designed for someone who enjoys being the central technical point of contact within a team, wants to deepen their knowledge of ongoing client management, and values the consistency of servicing established relationships.

Why You’ll Love Working With Us

• Frazer James is a values-driven, multi-award-winning independent financial planning firm based in Bristol. Since 2019, we’ve grown organically through word of mouth and strong client relationships, and now manage over £125 million on behalf of around 125 families.
• We deliver highly personalised financial planning that helps clients plan with purpose, invest with clarity, and live with intention. Our team includes Certified Financial Planners, Chartered Paraplanners, and experienced support staff who genuinely care about the quality of their work and the impact it has.
• Join our team of 6 as we look to grow and build a third team, expanding the team throughout 2026.

What You’ll Be Doing

In this role, you will take full ownership paraplanning for existing clients , ensuring a consistently high standard of technical support and strategic advice throughout the year. You will serve as the central point of contact between the adviser and the administrator, helping to deliver a technically excellent, brilliant client experience.

• Plan Creation: Build detailed net worth statements, cash flow models, income and expenditure reports, and other planning comparisons that help shape meaningful client recommendations.
• Annual Meeting Preparation: Prepare detailed agendas and supporting technical documentation for the annual financial planning meetings delivered by the Financial Planner.
• Research and Due Diligence: Analyse products, investments, and providers to determine suitable solutions, ensuring recommendations are fully compliant, appropriate, and aligned with client goals.
• Strategy Development and Recommendations: Take responsibility for developing client planning strategies and forming suitable financial planning recommendations, using technical analysis, research, and client objectives to determine appropriate courses of action in collaboration with the Financial Planner.
• Advice Reports: Write recommendation reports that are technically accurate, compliant, and client-appropriate, clearly reflecting the agreed strategy.
• File Ownership: Take full responsibility for each file’s completeness and compliance, ensuring all documentation, evidence, and recommendations meet internal and regulatory standards.
• Implementation Oversight: Coordinate with your administrator to deliver advice accurately and on time, ensuring every step of the plan is executed correctly.
• Client Communication: Engage with clients primarily via email, secure messaging, instant chat, or phone. Attending client meetings is generally not required, allowing you to focus on technical and strategic work.
• Team Collaboration: Act as the key liaison between the administrator and the paraplanner, ensuring clear communication, efficient workflows, and seamless task coordination across the servicing team.
• Technical Resource Management: Maintain and update technical documentation, templates, and resources used by the servicing team, ensuring all materials are current, compliant, and accessible.
• Ad-Hoc Advice Delivery: Deliver ad-hoc advice throughout the year for existing clients, including managing ISA contributions, pension contributions, withdrawals, and client accounts.
• Post-Meeting Advice: Prepare any recommendations arising from the annual financial planning meetings, ensuring they are implemented accurately and efficiently.

Essential Requirements

• Location: Must be based in the United Kingdom and able to travel to Bristol occasionally for team days and meetings.
• Experience: At least 3 years of recent paraplanning experience within a financial planning firm, with proven ownership of cases from start to finish. Experience in a smaller firm or startup style environment is strongly preferred, ideally within a firm focused on holistic financial planning.
• Independence: Proven ability to work independently and deliver without close supervision.
• Adaptability: Comfortable in fast-moving, evolving priorities. Proven ability to balance speed and accuracy in delivering technical work.
• Qualifications: Level 4 Diploma in Financial Planning required.
• Technical Competence: Strong ability in pensions, tax, investments, and complex planning calculations, including TPAA/carry forward calculations, bond calculations, and inheritance tax planning.
• Technology Skills: Confident with Google Workspace, Voyant, CashCalc, Fundment, Timeline, Wealthbox (Mac users a plus).
• Remote-Friendly: Previous experience working from home or in a remote role.
• Mindset: Growth oriented, proactive, detail focused, and accountable for outcomes. Self-aware, enthusiastic, and collaborative, able to contribute positively to team culture as well as deliver independently.

Desirable Preferences

• Qualifications: CFP preferred, though not essential.
• Education: Strong academic background helpful but not essential.

Want to understand how we operate?

We’ve shared our approach on Financial Planner Life, The Financial Planning Podcast and Advisor 3.0.

How to Apply

Apply via LinkedIn Easy Apply.

Pura Vida Financial Planning Ltd – Remote (UK)
£40,000 – £45,000 | Full-time (flexible considered)

We’re looking for an experienced paraplanner to join our fully remote, forward-thinking financial planning firm. This is a high-trust role offering real autonomy, where you’ll take ownership of cases from fact-find through to recommendation and suitability.

The Role
Manage end-to-end paraplanning cases, including research, analysis and report writing
Produce high-quality suitability reports, cashflow models and technical analysis
Work closely with advisers and support complex client scenarios
Ensure all work meets FCA and internal quality standards

About You
Minimum 3 years’ paraplanning experience in a regulated firm
Level 4 Diploma qualified (or working towards)
Strong technical knowledge across pensions, investments and protection
Organised, proactive and confident working independently

What We Offer
Fully remote, flexible working
Competitive salary + company pension
28 days holiday + bank holidays
Funded professional development
Supportive, collaborative team culture

Join a growing firm that values paraplanning as a core profession and is committed to delivering high-quality advice.

Application link: https://uk.indeed.com/viewjob?jk=c699d2cb4f829ccf&from=shareddesktop_copy
Contact: HesterHarris@puravidafp.com

Looking for a role where you can work autonomously, think independently, and use your technical expertise to deliver real impact from day one? This could be for you.

This position suits paraplanners who thrive in dynamic environments, take ownership of their work, and want their expertise to directly shape client outcomes. If you are technically strong, proactive, and motivated by meaningful responsibility, we would love to hear from you.

What’s In It For You?

We’ve designed this role to reward great work, support your well‑being, and give you the flexibility to thrive. This role has a total package value of £102,850+.

• Competitive Salary: £51,250 - £85,000 (depending on experience)
• Growth Allowance: 5% for personal and professional development
• Bonus: Up to 5% paid twice yearly
• Wellbeing allowance: 4% of salary (cash equivalent)
• Pension: Employer contribution matched up to 7%
• Holiday: ~35 days (24 days + bank holidays + birthday + long service, with option to purchase additional)
• Reduced week: Finish at 3pm Fridays (35.5 hours)
• Remote working: Flexible hours + work abroad up to 90 days
• Sabbatical: One fully paid month every 3 years
• Health plan: Annual screening + medical cash plan
• Professional Development: Paid exams and additional training, if desired.
• Charity Days: Up to 2 charity days with the team annually
• Quarterly team meetups: South West England

About The Role

• This role gives you the opportunity to specialise in new business paraplanning. A dedicated team manages ongoing client relationships, so you can concentrate on high-value technical and strategic work for new clients.
• You will partner closely with the Managing Director and Financial Planner and play a central role in shaping advice rather than just documenting it. Your technical insight will directly influence recommendations, giving you professional credibility and ownership.
• You will have full responsibility for the quality and integrity of your cases, with the autonomy to manage them end-to-end and the trust to deliver work to a high standard.
• This is a long-term career paraplanning role designed for someone who wants to deepen their technical skill, expand their strategic capability, and grow within paraplanning as a profession rather than move into advice.

**Why You’ll Love Working With Us
**
Frazer James is a values-driven, multi-award-winning independent financial planning firm based in Bristol. Since 2019, we’ve grown organically through word of mouth and strong client relationships, and now manage over £125 million on behalf of around 125 families.

We deliver highly personalised financial planning that helps clients plan with purpose, invest with clarity, and live with intention. Our team includes Certified Financial Planners, Chartered Paraplanners, and experienced support staff who genuinely care about the quality of their work and the impact it has.

You’ll be joining a business that does things properly, values your voice, and trusts you to do great work from wherever you are.

Join our team of 6 as we look to grow and build a third team, expanding the team throughout 2026.

**What You’ll Be Doing
**
In this role, you will take full ownership of new business paraplanning, shaping advice that is technically sound, client-focused, and built to last. You will manage cases throughout the process and have the opportunity to work strategically from day one.

• Plan Creation: Build detailed net worth statements, cash flow models, income and expenditure reports, and other planning comparisons that help shape meaningful client recommendations.
• Strategic Planning: Identify opportunities for clients, perform calculations, and develop actionable, client-centric recommendations that reflect your technical insight and professional judgement.
• Research and Due Diligence: Analyse products, investments, and providers to determine suitable solutions, ensuring recommendations are fully compliant, appropriate, and aligned with client goals.
• Advice Reports: Write recommendation reports that are technically accurate, compliant, and client-appropriate, clearly reflecting the agreed strategy.
• File Ownership: Take full responsibility for each file’s completeness and compliance, ensuring all documentation, evidence, and recommendations meet internal and regulatory standards.
• Implementation Oversight: Coordinate with your administrator to deliver advice accurately and on time, ensuring every step of the plan is executed correctly.
• Client Communication: Engage with clients primarily via email, secure messaging, instant chat, or phone. Attending client meetings is generally not required, allowing you to focus on technical and strategic work.

Essential Requirements

• Location: Must be based in the United Kingdom and able to travel to Bristol occasionally for team days and meetings.
• Experience: At least 4 years of recent paraplanning experience within a financial planning firm, with proven ownership of cases from start to finish. Experience in a smaller firm or startup style environment is strongly preferred, ideally within a firm focused on holistic financial planning.
• Independence: Proven ability to work independently and deliver without close supervision.
• Adaptability: Comfortable in fast-moving, evolving priorities. Proven ability to balance speed and accuracy in delivering technical work.
• Qualifications: Level 4 Diploma in Financial Planning required.
• Technical Competence: Strong ability in pensions, tax, investments, and complex planning calculations, including TPAA/carry forward calculations, bond calculations, and inheritance tax planning.
• Technology Skills: Confident with Google Workspace, Voyant, CashCalc, Fundment, Timeline, Wealthbox (Mac users a plus).
• Remote-Friendly: Previous experience working from home or in a remote role.
• Mindset: Growth oriented, proactive, detail focused, and accountable for outcomes. Self-aware, enthusiastic, and collaborative, able to contribute positively to team culture as well as deliver independently.

Desirable Preferences

• Qualifications: CFP preferred, though not essential.
• Location: Ideally based near South West England for quarterly meetups.
• Education: Strong academic background helpful but not essential.

How To Apply

Apply via LinkedIn Easy Apply.

This role is ideal for a highly organised administrator who enjoys taking ownership of client cases and delivering exceptional client service.

You’ll support our financial planners in implementing financial plans, managing client cases, and ensuring every detail is handled accurately.

If you enjoy working in a small, high-performing team that values quality, autonomy, and continuous improvement, we’d love to hear from you.

What’s In It For You?

We’ve designed this role to reward great work, support your well‑being, and give you the flexibility to thrive. This role has a potential total package value of £66,550+.

• Salary: £32,500 – £55,000 depending on experience
• Growth Allowance: 5% for personal and professional development
• Bonus: Up to 5% paid once yearly
• Wellbeing allowance: 4% of salary (cash equivalent)
• Pension: Employer contribution matched up to 7%
• Holiday: ~35 days (24 days + bank holidays + birthday + long service, with option to purchase additional)
• Reduced week: Finish at 3pm Fridays (35.5 hours)
• Remote working: Flexible hours + work abroad up to 90 days
• Sabbatical: One fully paid month every 3 years
• Health plan: Annual screening + medical cash plan
• Professional Development: Paid exams and additional training, if desired.
• Charity Days: Up to 2 charity days with the team annually
• Quarterly team meetups: South West England

About The Role

As an Administrator, you’ll play a key role in delivering an excellent client experience. You’ll support our financial planners by managing client cases, coordinating client meetings, and ensuring financial plans are implemented accurately. You will often be the first point of contact for clients, so professionalism, attention to detail, and clear communication are essential.

The Ideal Candidate

You take pride in producing high-quality work and recognise that exceptional client service sits at the heart of everything we do. You are proactive, highly organised, and meticulous in your attention to detail. You use your initiative confidently and remain calm and focused in a fast-paced environment with competing deadlines and a demanding workload.

Responsibilities

• Manage new client onboarding and account setup
• Implement financial planning recommendations (transfers, contributions, withdrawals)
• Review existing policies and prepare summary packs
• Act as the first point of contact for client queries
• Coordinate adviser diaries and client meetings
• Maintain accurate records across platforms and back-office systems
• Ensure client cases progress smoothly from start to finish

About Frazer James

Frazer James is a multi-award-winning independent financial planning firm based in Bristol. Since 2019, we’ve grown organically through word of mouth and strong client relationships, and now manage over £130m million on behalf of around 125 families.

We deliver highly personalised financial planning that helps clients plan with purpose, invest with clarity, and live with intention. Our team includes Certified Financial Planners, Chartered Paraplanners, and experienced support staff who genuinely care about the quality and impact of their work.

You’ll be joining a growing business that does things properly, values your voice, and trusts you to do great work from wherever you are.

Essential Requirements

• Location: Must be based in the United Kingdom and able to travel to Bristol occasionally for team days and meetings.
• Experience: A minimum of three years’ experience in an administrative or client support role within a financial advisory firm. Experience in a small, high-performing firm is strongly preferred, particularly where the focus is on delivering proper financial planning rather than product-led advice.
• Independent: Proven ability to work independently and manage client cases without close supervision, while maintaining high standards of accuracy and organisation.
• Adaptable: Able to operate effectively in a fast-moving environment where priorities evolve, and workloads shift.
• Tech-literate: Highly confident using modern digital tools and systems. Comfortable learning new platforms quickly and troubleshooting independently in a fully remote environment.
• Remote experience: Previous experience working from home in a remote role, with the discipline and communication skills required to operate effectively within a distributed team.
• Mindset: Takes pride in delivering excellent work and holding high personal standards. Proactive, accountable, and detail-focused, with a collaborative attitude that contributes positively to a small, high-performing team.

Desirable Preferences

• Systems: Familiarity with systems such as Fundment, Timeline, Voyant, CashCalc, Google Workspace, Wealthbox and MacOS will help you get up to speed quickly.
• Education: Strong academic background helpful but not essential.

How To Apply

Apply via LinkedIn Easy Apply.

Requirements:
-Proven experience delivering first‑class paraplanning services, including complex financial planning advice
-Strong knowledge across investments, pensions, and protection
-RQF Level 4 Diploma in Regulated Financial Planning (or equivalent)
-Studying towards Advanced Diploma & Chartered Financial Planner status (desirable)

We have Paraplanning teams situated in the following locations: London, Birmingham, Glasgow, Guildford, Newcastle and Worcester

We offer a competitive salary and benefits package, plus development opportunities. Please drop me an email for further details: catherine.lake@canaccord.com

Looking for a flexible, fully remote role within the UK where you can grow your career while making a real impact? Whether you’re a working parent, relocating professional, or simply done with the office, this could be for you.

If you’re technically excellent, client-focused, and thrive in a collaborative, growth-minded team, we’d love to hear from you.

What’s In It For You?

We’ve designed this role to reward great work, support your well‑being, and give you the flexibility to thrive. The headline figure reflects the full cash‑equivalent package is up to £69,575.

• Competitive Salary: £42,500 – £57,500 (depending on experience)
• Annual bonus: Discretionary performance-based bonus, paid twice yearly, up to 10% of base salary (not guaranteed)
• Wellbeing Allowance: 4% of salary (cash-equivalent)
• Pension Scheme: Employer contribution matched up to 7% via salary sacrifice.
• Annual Leave: 24 days per year + bank holidays + your birthday off + additional days awarded for long service + option to purchase additional leave
• Inflationary Pay: Linked to September CPI with potential enhancement
• Sabbatical: One fully paid month off every 3 years
• Reduced Work Week: Finish at 3 pm on Fridays (35.5-hour week)
• Flexible Working: Remote working and flexible hours to support work-life balance
• Work Anywhere: Work abroad for up to 90 days annually
• Professional Development: Opportunities for continuous professional growth and progression + paid exams or additional training
• Social: Quarterly in-person team meetups (South West, England)
• Early Christmas Pay: Receive December pay on the 1st Friday of the month
• Health Screening or Cash Plan: Paid annual health screening (2 half days to attend appointments)
• Charity Days: Up to 2 charity days with the team annually

Career Progression

We believe in transparency around career growth. As you progress from Associate Planner to Financial Planner, your compensation evolves in line with responsibility and experience.

• Associate Planner: base salary of £42,500 – £57,500 (junior to senior range)
• Financial Planner (Servicing): base salary of £57,500 – £80,000 (junior to senior range)

This means that as you transition from Associate Planner to Financial Planner, your compensation could increase significantly, reflecting both progression and performance.

About The Role

Frazer James is in a strong growth phase, building capacity for the clients we expect to bring on board over the next 12–24 months. We operate two client‑facing teams (new business and servicing), supported by dedicated staff.

As a small, fast‑growing company, we operate more like a start‑up than a large corporation. Processes evolve as we grow, and we’re looking for someone who sees change as an opportunity rather than a challenge.

In the first 12 months, you’ll join as an Associate Financial Planner, supporting a Lead Financial Planner. Most of your time will be spent preparing for, attending, and following up on client meetings, alongside producing financial plans and the occasional suitability report. The focus is on building technical confidence, meaningful client exposure, and strong planning judgement.

Over the following 12 months, subject to performance, you’ll progress into a Lead Financial Planner role. You’ll take full responsibility for your own clients and lead relationships day-to-day, supported by a dedicated paraplanner and administrator.

This is a remote‑first role within the UK, with occasional travel to Bristol for quarterly meet‑ups and occasional client meetings.

What You’ll Be Doing:

First 12 Months | Associate Planner:

• Attend and actively contribute to client meetings
• Shadow and learn from the lead financial planner
• Identify planning opportunities and develop recommendations
• Coordinate implementation with administrators
• Prepare annual reviews and meeting notes
• Communicate with clients via email, secure messaging, phone, and meetings
• Provide occasional paraplanning support (suitability reports, technical research)
• Ensure files are complete, compliant, and suitable
• Progress towards Chartered/CFP status

Month 12-24 Months | Associate Planner to Lead Planner Transition

• Lead client meetings with oversight and support
• Deliver tailored advice and develop comprehensive financial plans
• Take increasing ownership of client relationships
• Maintain high standards of documentation, compliance, and follow-through
• Continue professional development towards Chartered and or CFP status

Beyond 24 Months | Lead Financial Planner

• Take full responsibility for your own client relationships
• Lead client relationships end-to-end
• Manage a dedicated team, including a paraplanner and administrator
• Contribute to the development of processes and standards as the firm scales

The Ideal Candidate:

• Location: Must be based in the United Kingdom. You’ll work remotely, but will be expected to travel to Bristol for quarterly in-person team days and occasional client meetings as needed.
• Remote-Friendly: Previous experience working from home or in a remote role.
• Role Experience: Minimum 4 years working within a ‘true’ financial planning firm, with prior experience across paraplanning and advisory roles.
• Qualifications: Level 4/Diploma qualified minimum, with a commitment to progress towards Level 7 Certified Financial Planner (CFP) if not already achieved.
• Technical Skills: Strong IT skills, including experience using Google Workspace, MacOS and ChatGPT and financial planning software. Strong technical knowledge across core financial planning areas.
• Attention to Detail: Excellent organisational skills and meticulous attention to detail.
• Communication: Exceptional written and verbal communication skills.
• Proactive Attitude: Self-motivation and a proactive approach to personal learning and development.
• Value Alignment: Strong alignment with our core values of integrity, excellence, dependability, respect, and commercial acumen.

Desirable Preferences:

• Chartered/Certified Financial Planner status already achieved
• Solid academic background (degree preferred)

Why You’ll Love Working With Us:

• Frazer James is a values-driven, multi-award-winning independent financial planning firm based in Bristol. Since 2019, we’ve grown organically through word of mouth and strong client relationships, and now manage over £125 million on behalf of around 125 families.
• We deliver highly personalised financial planning that helps clients plan with purpose, invest with clarity, and live with intention. Our team includes Certified Financial Planners, Chartered Paraplanners, and experienced support staff who genuinely care about the quality of their work and the impact it has.
• You’ll be joining a business that does things properly, values your voice, and trusts you to do great work from wherever you are.
• Join our team of 7 as we look to grow and build a third team, expanding the team throughout 2026.

How to Apply:

If you are interested in this opportunity, please apply through** [LinkedIn Easy Apply.]**(http://https://www.linkedin.com/jobs/view/4368495596/ "LinkedIn Easy Apply.")

Looking for a role where you can work autonomously, think independently, and use your technical expertise to deliver real impact from day one? This could be for you.

This position suits paraplanners who thrive in dynamic environments, take ownership of their work, and want their expertise to directly shape client outcomes. If you are technically strong, proactive, and motivated by meaningful responsibility, we would love to hear from you.

What’s In It For You?

We’ve designed this role to reward great work, support your well‑being, and give you the flexibility to thrive. This role has a total package value of £66,000+.

• Competitive Salary: £45,000 - £52,500 (depending on experience)
• Annual Bonus: Discretionary performance-based bonus, paid twice yearly, up to 10% of base salary (not guaranteed)
• Wellbeing Allowance: 4% of salary (cash-equivalent)
• Pension Scheme: Employer contribution matched up to 7% via salary sacrifice.
• Joining Bonus: £3,000 post probation bonus (6 months)
• Annual Leave: 24 days per year + bank holidays + your birthday off + additional days awarded for long service + option to purchase additional leave
• Inflationary Pay: Linked to September CPI with potential enhancement
• Sabbatical: One fully paid month off every 3 years.
• Reduced Work Week: Finish at 3 pm on Fridays (35.5-hour week)
• Flexible Working: Remote working and flexible hours to support work-life balance.
• Work Anywhere: Work abroad for up to 90 days annually.
• Professional Development: Opportunities for continuous professional growth and progression + paid exams or additional training.
• Health Screening or Cash Plan: Paid annual health screening (2 half days to attend appointments)
• Team Gatherings: Quarterly in-person team meetups (South West, England)
• Early Christmas Pay: Receive December pay on the 1st Friday of the month
• Charity Days: Up to 2 charity days with the team annually

About The Role

This role gives you the opportunity to specialise in new business paraplanning. A dedicated team manages ongoing client relationships, so you can concentrate on high-value technical and strategic work for new clients.
You will partner closely with the Managing Director and Financial Planner and play a central role in shaping advice rather than just documenting it. Your technical insight will directly influence recommendations, giving you professional credibility and ownership.

You will have full responsibility for the quality and integrity of your cases, with the autonomy to manage them end-to-end and the trust to deliver work to a high standard.

This is a long-term career paraplanning role designed for someone who wants to deepen their technical skill, expand their strategic capability, and grow within paraplanning as a profession rather than move into advice.

Why You’ll Love Working With Us

• Frazer James is a values-driven, multi-award-winning independent financial planning firm based in Bristol. Since 2019, we’ve grown organically through word of mouth and strong client relationships, and now manage over £125 million on behalf of around 125 families.
• We deliver highly personalised financial planning that helps clients plan with purpose, invest with clarity, and live with intention. Our team includes Certified Financial Planners, Chartered Paraplanners, and experienced support staff who genuinely care about the quality of their work and the impact it has.
• You’ll be joining a business that does things properly, values your voice, and trusts you to do great work from wherever you are.
• Join our team of 6 as we look to grow and build a third team, expanding the team throughout 2026.

What You’ll Be Doing

In this role, you will take full ownership of new business paraplanning, shaping advice that is technically sound, client-focused, and built to last. You will manage cases throughout the process and have the opportunity to work strategically from day one.

• Plan Creation: Build detailed net worth statements, cash flow models, income and expenditure reports, and other planning comparisons that help shape meaningful client recommendations.
• Strategic Planning: Identify opportunities for clients, perform calculations, and develop actionable, client-centric recommendations that reflect your technical insight and professional judgement.
• Research and Due Diligence: Analyse products, investments, and providers to determine suitable solutions, ensuring recommendations are fully compliant, appropriate, and aligned with client goals.
• Advice Reports: Write recommendation reports that are technically accurate, compliant, and client-appropriate, clearly reflecting the agreed strategy.
• File Ownership: Take full responsibility for each file’s completeness and compliance, ensuring all documentation, evidence, and recommendations meet internal and regulatory standards.
• Implementation Oversight: Coordinate with your administrator to deliver advice accurately and on time, ensuring every step of the plan is executed correctly.
• Client Communication: Engage with clients primarily via email, secure messaging, instant chat, or phone. Attending client meetings is generally not required, allowing you to focus on technical and strategic work.

Essential Requirements

• Location: Must be based in the United Kingdom and able to travel to Bristol occasionally for team days and meetings.
• Experience: At least 4 years of recent paraplanning experience within a financial planning firm, with proven ownership of cases from start to finish. Experience in a smaller firm or startup style environment is strongly preferred, ideally within a firm focused on holistic financial planning.
• Independence: Proven ability to work independently and deliver without close supervision.
• Adaptability: Comfortable in fast-moving, evolving priorities. Proven ability to balance speed and accuracy in delivering technical work.
• Qualifications: Level 4 Diploma in Financial Planning required.
• Technical Competence: Strong ability in pensions, tax, investments, and complex planning calculations, including TPAA/carry forward calculations, bond calculations, and inheritance tax planning.
• Technology Skills: Confident with Google Workspace, Voyant, CashCalc, Fundment, Timeline, Wealthbox (Mac users a plus).
• Remote-Friendly: Previous experience working from home or in a remote role.
• Mindset: Growth oriented, proactive, detail focused, and accountable for outcomes. Self-aware, enthusiastic, and collaborative, able to contribute positively to team culture as well as deliver independently.

Desirable Preferences

• Qualifications: CFP preferred, though not essential.
• Location: Ideally based near South West England for quarterly meetups.
• Education: Strong academic background helpful but not essential.

Apply via LinkedIn Easy Apply.

Smith & Wardle Financial Planning is a small, directly authorised, dynamic, award-winning and totally fixed-fee, independent financial planning firm based in Hitchin, Hertfordshire. We are dedicated to providing unbiased, and straightforward advice. Our team prides itself on building long-term, valued relationships with our clients, putting them at the heart of everything we do.

The help we need................

We have seen an exponential growth in our business and are seeking an experienced and technically awesome Paraplanner to join our young, growing team. You ideally will be capable of hitting the ground running, with a proven track record in a high-paced financial planning environment.

We'd love you to be based from our office in Hitchin, but totally get that the remote/hybrid option, may open the door to more of you.

Your primary focus will be to support our four Financial Planners by transforming their client meeting summaries into comprehensive financial strategies. You will be responsible for the technical research and drafting of high-quality suitability letters and client reports, ensuring that all advice is compliant, accurate and tailored to the specific needs of the client. The Planners love to be challenged.

What we can offer you..................

• Support for professional development - we are continually growing and want to expand. We are "way ahead of our time". Have a chat with us to put this statement to the test!
• A fun and relaxed working environment.
• Competitive benefits package, based on your experience.

We are hoping that you will have............

• A minimum of three years of experience in a para-planning role within a financial advisory firm. You must be able to demonstrate the ability to work independently from day one.
• Level 4 Diploma in Regulated Financial Planning (DipPFS) or equivalent is highly desirable.
• We want you to have exceptional written communication skills with the ability to explain complex financial concepts in plain English (our reports are very individual).
• Strong attention to detail and the ability to spot technical issues or opportunities within a client’s file.
• Your regulatory knowledge needs to be up-to-date, especially of current legislation, pension rules, and FCA regulations.
• We'd like you to be a software warrior, with experience of Intelliflo and research software.

Ready to have a chat or apply? Email your CV to me at donna@smithandwardle.co.uk

We can’t wait to hear from you!

About Us

Founded in 2022 by Chartered Paraplanner Sasha Wakefield, we are a small but mighty team of four technical paraplanners, supported by our Operations & Client Service Manager. We’ve grown steadily by keeping our focus clear: carrying out excellent work, building relationships and supporting planners with care and precision. We take pride in delivering paraplanning that’s grounded in technical expertise, shaped through collaboration and built on trust.

We don’t aim to be big. We aim to be brilliant.

Our team is intentionally small, supportive and close-knit - a place where everyone’s ideas matter and great work is genuinely valued. Creativity and collaboration sit at the heart of how we operate. We share ideas, challenge thinking and work together to produce outcomes we’re proud of.

Role Description

You’re a paraplanner who blends technical expertise with creativity - someone who enjoys digging into the detail but also cares about the story behind the advice. You’re collaborative, curious and comfortable contributing ideas, asking questions and challenging where it adds value. You thrive on variety, enjoy problem-solving and want to be part of a supportive team.

As a Technical Paraplanner you will assist financial planners by preparing detailed and accurate reports, conducting financial analysis, and providing support for investment and financial planning strategies. Responsibilities include gathering and analyzing financial data, preparing comprehensive reports, ensuring compliance with regulatory requirements, and working closely with planners to deliver tailored solutions for clients. Attention to detail, precision, and effective communication are essential for success in this role.

The Basics

Enjoy a fully remote role
Flexible working patterns that fit your lifestyle
Salary up to £47,000 (FTE)
Overtime opportunities during busy periods
25 days annual leave + bank holidays
CPD events and full qualification support
Work with Directly Authorised and AR Network firms

Essential Criteria

At least 5 years’ paraplanning experience
Strong IT skills, including Microsoft Office
Excellent written and verbal communication, with strong attention to detail
Diploma qualified, with a genuine ambition to progress towards Chartered (CII) or Certified (CISI)
Experience using various research tools such as Dynamic Planner, FE Analytics and cashflow tools
Confident researching and producing suitability reports across varied areas, including retirement planning, VCT/EIS and IHT planning
Able to work independently, think creatively and organise workloads effectively
Trustworthy, proactive and comfortable contributing ideas

Nice to have

Chartered or Certified status
Experience with multiple planners or outsourced work
Process/template creation skills
Compliance/file review experience

Ready to apply? Email your CV to me at sasha@theparaplanproject.co.uk.

We can’t wait to hear from you!

This role is central to the delivery of outstanding client outcomes. You will undertake in-depth research, prepare comprehensive financial plans, ensure compliance, and act as a technical and planning partner to the adviser. It offers the chance to work with sophisticated client cases and play a key role in shaping financial strategies for high-net-worth individuals and families.

The successful candidate will ideally be Chartered, or working towards Chartered status, and will combine technical excellence with a client-focused mindset.

If this role is of interest to you, please drop me an email at david.lloyd@fenshamhowes.com - I'll be happy to answer any of your questions.

Role Description

As a Senior Paraplanner, your day-to-day work will be varied and intellectually stimulating. You will take responsibility for analysing client needs and researching appropriate solutions across all areas of financial planning, including investments, pensions, protection, tax, and estate planning. You will also build and review detailed cashflow models to illustrate client scenarios and help advisers test different strategies.

You will be heavily involved in the preparation of client reports, ensuring that all recommendations are accurate, compliant, and tailored to each client’s circumstances and objectives. Attention to detail is critical: maintaining client records, producing suitability reports, and ensuring that files remain complete and compliant will form a core part of the role.

Alongside research and report writing, you will play an important role in the practical implementation of advice. From preparing applications and handling portfolio changes, to supporting advisers during client reviews, you will help ensure strategies are executed smoothly. At times, you may attend client meetings, acting as a technical point of contact and helping to address queries directly.

This role is collaborative, working closely with our team of Planners, administrators, and the wider team to ensure a seamless client experience. You will be seen as a source of technical support within the team, helping advisers to translate complex issues into clear solutions.

You will also contribute to ongoing process improvements, particularly through effective use of financial planning technology, and you will be encouraged to share knowledge and support the development of others within the team.

Candidate Profile

We are looking for someone who combines technical ability with a proactive and professional approach. You will hold the Diploma in Regulated Financial Planning (Level 4) as a minimum and ideally have already achieved, or be progressing towards, Chartered or Certified status. You should bring at least three years of paraplanning or technical experience within financial planning, with a strong understanding of investments, pensions, protection, tax, estate planning, and cashflow modelling.

You will be comfortable working with financial planning tools such as Voyant and Intelligent Office, and confident in applying them to real client scenarios. Excellent written and verbal communication skills are essential, as is the ability to analyse complex information and present it in a clear, client-friendly way. You should be well organised, capable of managing multiple priorities, and motivated by professional development and continuous learning.

The Role

You will be providing administrative support to our advisors, paraplanners and management. Liaising directly with clients, providers and prospects, to provide exemplary customer service.

Primary duties:

· Preparing, issuing and processing client documentation

· Updating and maintaining client records on the CRM system (Salesforce) and Tresorit

· Maintaining excel files

· Document & letter/email drafting

· Interacting with staff, clients, product providers, platforms and prospects via email and phone

· Providing excellent customer service and support to the clients

· Answering inbound calls and handling correspondence

· Digital and physical filing / organisation – to comply with Data Protection & Data Retention Policies

· Printing, photocopying, scanning and post

· Undertaking outbound calls to qualify prospects who have contacted us to book initial meetings. (No cold calls. Training on subject matter provided)

· Managing and organising workload to ensure service standards are met

You will have previous Financial Advice services administrator experience, and salary will reflect such experience.

Training on our software, templates and providers will be provided.

Knowledge and experience of the following systems and applications is essential:

· MS Excel, Outlook & Word

Knowledge and experience of the following systems and platforms is desirable:

· Transact & Aviva

· Salesforce (CRM)

About You

Ideally you will have:

· Experience working in an IFA environment, or within the financial services industry

· Excellent MS office skills - Outlook, Word & Excel

· Experience in providing exceptional customer service

· Good telephone, email and communication skills

· Experience maintaining client records in a software system

· Ability to manage your time and organisational load

Whether you are already motivated by sustainability and ethical issues or not, an openness to these themes would be desirable.

About Us

We are Path Financial - at the forefront of a revolution in personal financial advice. We are expanding the team due to the rapid growth of our market-leading positive impact investment service.

We help customers align their pensions, savings and investments with their ethical beliefs. Many people do not realise that their financial decisions can have an enormous positive impact on the planet and its population. We are on a mission to change that.

Alongside the provision of financial security and capital growth to our clients, we have a clear focus on:

· Positive environmental impact

· Alignment with UN Sustainable Development Goals

· Ethically-led investment strategy

We've grown quickly over the last 6 years, having been covered repeatedly in the national press for our progressive ethos. We've featured in the likes of the FT, the Guardian, The Times and many others.

We're a very positive, open, inclusive, flexible and forward-thinking company. If this sounds like you, then please get in touch!

Full-time hours: 37.5 per week

· Hybrid – 1 day a week working from home possible

Ability to commute/relocate:

To either: London (SE1) or Battle (TN33) : reliably commute or plan to relocate before starting work

Path is committed to ethical, inclusive and legally-compliant recruitment and employment practices. We encourage and support applications from candidates without discrimination and operate an equal opportunity workspace.

Path is a Living Wage employer.

Salary dependent upon IFA experience and skill set. (Senior position available for the right candidate).

TO APPLY - PM me or email jonathan.cooper@thepath.co.uk

If you are motivated by sustainability and ethical issues and are looking for a career that supports these passions, then Path could be the ideal fit for you!

You will have a minimum of 1 years’ paraplanning experience in a high production environment, be able to demonstrate adaptability, enjoy the challenges of the role and wish to cement your expertise in a modern, agile company that is driven by purpose. Ideally you will have or are actively working towards your level 4 qualification.

We’ve included a very broad salary range in this recruitment drive, to catch all levels of experience. If you feel underqualified or overqualified, please don’t be put off from applying – we want to hear from you! We build teams around people, not the other way around.

The Role

You will be providing paraplanner support to our advisers and dealing directly with clients.

Typical Duties

· Assist our financial advisers in preparing and implementing financial plans for clients

· Conduct research and analysis on pension, investment options and insurance policies

· Write recommendation reports and presentations for client meetings

· Undertake client communication and follow-up (phone, email, face-to-face)

· Lead qualification – undertaking outbound calls to qualify prospect clients who have contacted us, arranging and confirming meetings with the financial planners (No cold calling. Training will be provided)

· Stay updated on industry regulations and best practices

Key required skills

· Understanding of the financial planning process

· Strong analytical and problem-solving skills

· Detail-driven and precise

· Detailed & articulate communicator – written & verbal

· Experience of writing suitability reports

· Experience of cashflow report interpretation and preparation

· Ability to work independently and as part of a team

· Good IT skills – including excel & word

· Strong organisational skills – being able to multitask and prioritise work effectively

Desirable Skills

· Solid technical knowledge

· An appetite for advancing in the role, such as becoming level 4 qualified, becoming a senior paraplanner, or potentially moving into advice

· Experience working with Voyant, FE Analytics, Salesforce

· Platform experience, particularly Transact and Aviva

All training on our software, templates and providers will be provided.

Whether you are already motivated by sustainability and ethical issues or not, an openness to, and an eagerness to learn about these themes would be desirable.

About Path

We are Path Financial - at the forefront of a revolution in personal financial advice. We are expanding the team due to the rapid growth of our market-leading positive impact investment service.

We help customers align their pensions, savings and investments with their ethical beliefs. Many people do not realise that their financial decisions can have an enormous positive impact on the planet and its population. We are on a mission to change that.

Alongside the provision of financial security and capital growth to our clients, we have a clear focus on:

• Positive environmental impact - Alignment with UN Sustainable Development Goals - Ethically-led investment strategy

We've grown quickly over the last 6 years, having been covered repeatedly in the national press for our progressive ethos. We've featured in the likes of the FT, the Guardian, The Times and many others.

We're a very positive, open, inclusive, flexible and forward-thinking company. If this sounds like you, then please get in touch!

What we offer

· Negotiable salary

· Flexible working environment including hybrid working

· 25 days holiday plus bank holidays

· Employer pension contribution & Salary Sacrifice for increased pension contributions

· Private Medical Insurance

· Enrolment in the company bonus scheme following 6 months of service

· Support with career development and qualifications

Job Types: Full-time, Permanent

Salary: from £30,000 pa – salary will reflect experience, seniority

Full-time hours are 37.5hr p/w

Hybrid working

The Path is committed to ethical, inclusive and legally-compliant recruitment and employment practices. We encourage and support applications from candidates without discrimination and operate an equal opportunity workspace.

We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.

For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.

To apply - PM me or email jonathan.cooper@thepath.co.uk

If you are interest or know someone who may be, please get in touch. :-)

The Client Servicing Administrator plays a crucial role within the financial planning team by managing client administration and supporting the delivery of high-quality client service.

This position is responsible for overseeing the client onboarding process, coordinating data gathering and review meetings, maintaining accurate and compliant client records, and facilitating communication between clients and advisers.

The role also involves managing workflows and documentation to ensure timely completion of actions and regulatory compliance.

Additionally, the Client Servicing Administrator supports continuous process improvements and contributes to a seamless and efficient client experience throughout the client lifecycle.

Key Responsibilities

Prospect Clients

• Register prospect clients on to the client portal, providing guidance and support in using the portal.
• Manage onboarding and new business workflows via the portal.
• Produce Talking Points documents ahead of initial meetings.
• Prepare and issue letters of authority where required; follow up on outstanding documentation and pass received information to paraplanners with clear summary sheets. Identify missing information prior to referral.
• Maintain compliant client files, preparing and filing documents and reports necessary for meetings or financial plans.
• Keep clients regularly updated and manage their expectations throughout the onboarding process.
• Process new business applications, working closely with paraplanners to ensure timely completion.

Existing Clients
• Register clients on to the client portal if not already done so, providing guidance and support in using the portal.
• Manage annual review workflows via the portal for servicing existing clients.
• Conduct data gathering meetings via telephone ahead of future planning meetings to review updated questionnaires, identify missing information, and discuss relevant “soft facts.” Determine whether clients wish to schedule future planning meetings and arrange appointments with advisers accordingly.
• Accurately document and summarise data gathering meeting notes.
• Write and issue annual review reports following data gathering telephone appointments, including pulling performance and charges statements from relevant provider websites.
• Ensure client files are compliant and complete post future planning meetings.
• Action agreed client instructions such as fund switches or income changes, working closely with paraplanners to ensure timely completion.
• Keep clients regularly updated and manage their expectations throughout the servicing process.

General Client Communication and Support

• Serve as the first point of contact for client inquiries, providing information or directing clients to the appropriate team member.
• Manage Moneyinfo platform tasks including sending client logins, checking meeting schedules, monitoring workflows, and creating follow-up tasks from meeting notes.
• Assisting with the preparation of marketing or client engagement materials, including social media posts.
• Help monitor client feedback or satisfaction surveys.

Documentation and Compliance

• Assist in preparing for audits and regulatory reviews, ensuring documentation and files meet required standards.

Team Collaboration and Continuous Improvement

• Support advisers by following up with clients on action items, documentation, and account changes.
• Manage and coordinate administrative projects as required to improve workflow and service delivery.
• Assist in updating and refining internal processes to enhance efficiency and client experience.
• Supporting new system or software rollouts through testing or training assistance.
• Work collaboratively with colleagues to ensure seamless and high-quality client service delivery.

Skills and Qualifications

• Strong organisational skills and attention to detail.
• Excellent verbal and written communication skills.
• Professional and confident telephone manner.
• Ability to manage multiple tasks and priorities efficiently.
• Proficiency with client management systems and cashflow planning software.
• Comfortable liaising with clients and team members professionally.
• Willingness to learn new skills.
• Understanding of compliance requirements and regulatory standards within financial services.

As a Financial Planner at PPM Financial Planning you will be responsible for servicing an existing client bank, with no requirement for business development or sales targets. The emphasis is on providing high-quality, ongoing advice and building long-term relationships.

As part of your role, you’ll be expected to carry out the equivalent of four annual client reviews per week on average. In practice, this may mean more activity in peak quarters (typically Q1 and Q3), with quieter spells during the summer and year-end — allowing a natural rhythm to your work throughout the year.

You will be responsible for:
• Preparing the client’s cashflow model using Truth® software
• Conducting the client meeting (in person at our Redditch office or virtually via Zoom/Teams)
• Providing a clear, engaging summary to the client post-meeting (this could be a written summary, updated Truth screenshot, or a short addendum)

All other elements — data gathering, producing formal review packs, processing follow-up work, and writing any necessary reports — will be fully supported by our admin and paraplanning team, freeing you up to focus on the client relationship and advice.

When it comes to new business, this is entirely in your hands. If you want to grow your client bank, you’ll receive one-third of any initial advice fees generated. But there are no sales targets or pressure, and no minimum threshold before the fee split applies.

We always encourage our team to bring their own ideas and help shape how we deliver advice — whether that’s improving client experience, introducing new tools or refining our planning process. As a small and agile business, we’re open to evolving how we work — and your input will genuinely make a difference.

Review & Advice Process

Our structure is designed to reduce the admin burden and let you focus on client relationships as well as supporting your appetite for taking on new clients:

• For prospect clients
o An automated workflow via our client portal collects all the initial information from the client(s) via an online Lifestyle Questionnaire ahead of your meeting
o Admin will produce a Talking Points document ahead of the meeting summarising the information captured
o Prospects follow a 3 meeting onboarding process:
 The Life Planning meeting
 The Financial Planning meeting
 The Advice meeting
o Where prospects are brought in by the business owner, there will be the opportunity to refer these to other advisers in the team after the initial Life Planning meeting.

• For existing clients you are required to service
o the admin team will gather the required data ahead of your Future Planning meeting as well as issuing the formal annual review pack in advance.
o Advisers conduct Future Planning meeting and provides summary/write-up (e.g., Truth screenshot or addendum)
o Admin processes any follow-up actions (e.g., fund switch, income change)
o Paraplanner prepares reports for any new advice

• Expectation: minimum of 4 client Future Planning meetings per week

Exams
We’re looking for someone committed to professional development and willing to work towards Chartered status as part of their career progression. To assist you, we will cover the costs of exam entries, study materials, and revision courses for first attempts. Additionally, we offer paid leave for the day before each exam to help you prepare. Where possible, we’ll offer flexible working arrangements in the run-up to exams — whether that’s adjusting your hours or easing your meeting schedule — to give you the time and headspace to revise effectively.

Training and Support will include:

Externally:
• Certification in Lifestyle Financial Planning (35 hours) – delivered by Inspiring Advisers
• Dimensional training:
o Foundations Course (for advisers new to Dimensional)
o Applied Communications Course (how to communicate effectively with clients)
o Applied Business Strategy Workshop (principles and applications of business strategy, including methods for acquiring new clients)

Internally
• Moneyinfo Training
• Truth Training
• Study support in pursuing Chartered Status

Working Style

• Hybrid Working: Flexibility to work between office and home
• Hours: Flexible working to support work/life balance and client needs
• Leave:
o Standard holiday allowance + bank holidays
o Additional 2 weeks off over Christmas when the office closes
o Option to purchase additional leave

Remuneration Package

• Base Salary: From £45,000 per annum

• Split of Adviser Fees: One-third of the initial advice fee for any new business written, including clients you introduce to the firm or new advice provided to existing clients.

• Annual Performance Review: We carry out an annual review of each adviser’s client relationships, contribution to the firm, and growth of their client bank. Where there is a demonstrable increase in responsibility, client value, or business brought in, this may be reflected through a salary increase or year-end bonus

Wellbeing & Benefits

• 9% employer pension contribution (above statutory minimum)
• Annual health screen
• Supportive and inclusive team culture
• Death in Service

Ownership & Culture

We are in the early stages of moving towards an Employee Ownership Trust (EOT) structure, which means the business will, in future, be owned by the team rather than a single shareholder. This model is designed to reward long-term contribution, align everyone’s interests, and ensure the business remains focused on doing the right thing for clients — not chasing short-term sales.

As an employee-owner you will:
• Share in future profits through a potential annual bonus
• Have a voice in the direction of the business
• Join a culture driven by client service, collaboration and shared success — not sales targets

We’re looking for an experienced paraplanner to join us at Frazer James — a remote-first financial planning firm that values autonomy, quality, and doing things properly.

This is a strategic paraplanning role with room to grow. You’ll work closely with leadership on new and complex cases, shape the advice process, and take ownership of your work from start to finish:

✔️ Up to £66k+ total package
✔️ Remote & flexible, with in-person meetups
✔️ Real involvement in planning strategy
✔️ Values-led firm, clear standards, no fluff

➡️ Full details and application here:
https://www.linkedin.com/jobs/view/4237573341/

We are looking for someone with good technical knowledge, a few years experience, and able to sit and hold themselves well in front of clients. Most of our clients come to the office for meetings so you will be predominantly office based.

You will be more than a report writer, attending face to face meetings with clients, working on strategy and building full financial plans for high net worth clients.

We're a small friendly office based in North Leigh just outside Witney/Oxford.

Contact me directly using the details in the link above if you want to find out more.