Financial paraplanner Work, Jobs (with Salaries)

Paraplanner/Trainee Financial Adviser
Broadstone Corporate Benefits Limited —Remote
- Full-time
- Remote
Paraplanner (Remote)
AFH Financial Group —Remote
- Full-time
- Remote
- Microsoft Office
- Employee discount
Paraplanner
NFU Mutual —Remote
- £45,000 a year
- Full-time
- Remote
- Sales
- IT
- Financial services
- Annual leave
- Employee discount
6d
Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)
Spring Wealth Management —Epsom
- £25,500 - £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Employee discount
- Life insurance
Quick apply
Paraplanner/Trainee IFA
Slater Financial Ltd —Buxton
- £38,000 - £42,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Quick apply
13d
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Office
- Employee discount
Senior Advice Technician
AFH Financial Group —Remote
- Full-time
- Remote
- Microsoft Office
- Employee discount
13d
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Financial Services Trainee Paraplanner
BoulterBowen WealthCare —Exeter
- £28,000 - £32,000 a year
- Full-time
- In-person
- Life insurance
Quick apply
6d
Chartered Financial Planner
Benchmark Capital —Brighton
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
Financial Planning Administrator — route to Paraplanner and Adviser
Purpose Financial Planning —Edinburgh
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
- Work from home
- Flexible schedule
Quick apply
1d
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Paraplanner
The Progeny Group Limited —Nottingham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Employee assistance programme
- Referral programme
Quick apply
Financial Administration
Verve —Darlington
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Employee discount
13d
Paraplanner / Experienced Financial Services Administrator
Advanced Financial Planning —Inverurie
- £32,000 - £35,000 a year
- Temporary
- Financial services
- In-person
- Life insurance
Quick apply
7d
Paraplanner | Knight Frank Finance
Knight Frank —London
- Full-time
- CRM software
- Spanish
- Microsoft Office
Paraplanner
RGH‑Global Limited —Edinburgh
- £35,000 - £45,000 a year
- Full-time
- Remote
- IT
Paraplanner & Systems Specialist
Progressive Strategic Solutions LLP —Gloucester
- £30,000 - £60,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Organisational skills
Quick apply

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Paraplanner/Trainee Financial Adviser

Broadstone Corporate Benefits Limited -
Remote

Apply Now

Job details

Full-time

Benefits

Company pension

Qualifications

Pension

Full job description

Vacancy No

VN309

Location City

Home Based

Employment Type

Full-Time

Vacancy Overview

Broadstone have an exciting opportunity for a Paraplanner/Trainee Financial Adviser to join their team.

Location: National

Who are we?
Broadstone is a thriving consultancy offering a wide range of services in pensions, investments, and employee benefits. Established in 1989, the business has grown from a small team to a workforce of around 850, brought together by a desire to provide a personal, expert service to all who put their faith in us.

Our values are at the heart of everything we do and drive us forward every day. We strive to attract, develop, and retain high quality talent to work together to provide the best possible client outcomes. Our team feel empowered to share ideas to continuously improve our business. The impressive results of both client and staff surveys are a source of great pride.

Broadstone are committed to building an inclusive working environment, valuing diversity, equity and inclusion based on age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation. Please let us know if you require reasonable adjustments.

We operate out of 13 regional hubs stretching from London to Glasgow.

Paraplanner/Trainee Financial Adviser – The Role:
An exciting opportunity for an experienced Paraplanner to provide high-quality, client-focused financial planning support, with a primary focus on paraplanning and the preparation of clear, suitable and compliant advice.

The role is designed for a candidate with strong paraplanning experience who is looking to develop into an adviser, or an individual who already has adviser experience and is comfortable operating in a joint role, with paraplanning as the main focus while gradually developing their own client bank.

Key Responsibilities

Paraplanner/Trainee Financial Adviser – Key Responsibilities:

Producing high-quality paraplanning work, including research, analysis, technical summaries, recommendation rationale and suitability documentation.
Supporting advisers and clients across pensions, retirement planning, investments, tax-efficient planning, estate planning and protection.
Using the financial planning system (Dynamic Planner) to support the advice process, including risk profiling, cashflow modelling, client reviews and planning outputs.
Gradually building and managing own client bank, aligned to experience, business need and internal advice processes.

Your Skills & Experience

Paraplanner/Trainee Financial Adviser – You:

Previous experience as a Paraplanner, including the preparation of suitability reports, technical research, recommendation rationale and advice files.
Level 4 qualification in regulated financial planning, or clear progress toward this qualification.
Strong knowledge in pensions, investment planning, risk profiling, asset allocation, tax-efficient savings and protection planning.
Confident in communicating with others, both written and verbally.

Employee Benefits

Paraplanner/Trainee Financial Adviser – Benefits:

Competitive salary
25 days holiday plus bank holidays (with option of buying more)
Group Life Assurance
Income Protection
Generous pension scheme
Health cash plan
Additional optional benefits to best suit your lifestyle
Social events
Volunteering opportunities

for this exciting Paraplanner/Trainee Financial Adviser opportunity,
If you are interested in this opportunity and wish to have a confidential conversation about the scope and expectations, please contact [email protected].

Broadstone reserves the right to close our vacancies early and will endeavour to respond to all applicants. However, if for any reason you have not heard back within 28 days of applying, please assume that you have been unsuccessful on this occasion.

Apply Now

Refine Your Search

financial paraplanner jobs

Paraplanner/Trainee Financial Adviser

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Paraplanner / Experienced Financial Services Administrator

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Paraplanner & Systems Specialist

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