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Financial Planner job with an established, growing financial planning firm in Wiltshire This Financial Planner job offers you the opportunity to join a well established, directly authorised financial planning firm that is entering an exciting phase of controlled growth, with a strong focus on adviser quality, technology and long term client relationships. As a Financial Planner, you will take over an existing bank of high value clients and focus on delivering holistic, long term financial planning advice. Client allocation will be tailored to your experience level, ensuring you are supported with a portfolio that is both manageable and commercially attractive. Clients are typically high net worth, with most relationships sitting comfortably above £500k. A separate centralised proposition exists for lower value clients, allowing you as a Financial Planner to spend your time advising on more complex cases rather than servicing smaller accounts. A key differentiator in this Financial Planner job is the firms absolute commitment to advisers doing no administration. You will be supported by dedicated paraplanners, administrators and modern planning technology designed to streamline advice delivery and meeting follow up. Alongside servicing existing clients, you will have the opportunity to contribute to organic growth through referrals, professional connections and the firms established marketing activity, without pressure to self generate aggressively. This Financial Planner job will suit someone who values quality advice, structured support and the ability to focus on clients rather than paperwork. Financial Planner Requirements Level 4 Diploma in Financial Planning is essentialExperience providing financial planning advice to clientsComfortable managing higher value client relationshipsProgress towards Chartered status is desirableExperience within a regulated advisory environmentThe Company A respected, local financial planning firm with a loyal client base, strong values and a clear long term growth strategy, focused on adviser support and client outcomes. Financial Planner Benefits Salary £60,000 - £100,000 (negotiable) depending on experience and qualificationsEmployed role with company benefitsExisting client bank providedFull paraplanning and administration supportHybrid working with a mix of office, home and client meetingsLocation Commutable to Bradford on Avon, with flexibility for some remote working. If you are a Financial Planner looking for a high quality client bank, strong support and a genuinely adviser focused environment, please apply to find out more.Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.TPBN1_UKTJ

Paraplanner \n Bath | Hybrid \n Up to £55,000 + Excellent Benefits \n An established and rapidly growing Chartered Financial Planning firm is looking to recruit an experienced Paraplanner to join its expanding team in Bath. \n Following continued growth and recent acquisitions, this is an excellent opportunity to join a business that is investing heavily in its people, technology and long-term development, rather than simply maintaining the status quo. \n The Opportunity \n You'll work alongside experienced Financial Planners, producing high-quality technical reports, conducting research and helping deliver excellent outcomes for clients. Whether you're looking to remain a career Paraplanner or have aspirations to progress into an Adviser role in the future, genuine career development is available. \n What We're Looking For \n\n • Diploma Level 4 qualified (or very close to completion)\n, • Previous Paraplanning experience within Financial Planning\n, • Strong technical knowledge and report writing skills\n, • Excellent attention to detail and communication skills\n, • A collaborative team player who enjoys delivering high-quality client outcomes\n\n What's on Offer \n\n • Salary of £48,000 - £55,000 depending on experience\n, • Hybrid working (3 days office / 2 days home)\n, • Full study support towards Chartered status, including paid study leave and exam funding\n, • Clear career progression opportunities\n, • Supportive, collaborative culture with genuine investment in employee development\n, • Opportunity to join a growing business with long-term career prospects\n\n If you're an experienced Paraplanner looking to join a forward-thinking financial planning firm where your development is genuinely supported, we'd love to hear from you.

Job Title: Paraplanner \n Location: Bath (Hybrid) \n Salary: £35,000 - £40,000 \n \n Capio Recruitment is working with an independent financial planning firm on an exciting opportunity for an Paraplanner to join a practice in Bath. The firm prides themselves on providing a high-quality service with a priority of putting their clients first. They have an excellent level of knowledge in services such as protection, investments, and pensions. \n \n As a Paraplanner, you will play a critical role in supporting their financial advisors to provide top-quality financial planning advice and investment solutions to their clients. Your role will involve researching and analysing financial products, preparing suitability reports and working closely with their financial advisors to deliver exceptional service to their clients. \n \n They offer a competitive salary, hybrid working and benefits package, including discretionary bonuses, training, and development opportunities to help you progress in your career. \n \n To be successful in this role, you should have excellent analytical skills, attention to detail, and a strong knowledge of financial planning and investment products. You should be able to work collaboratively as part of a team, and have excellent communication and interpersonal skills. \n \n Key requirements: \n\n • Previous experience working as a Paraplanner in a financial planning firm\n, • A good understanding of financial planning and investment products\n, • Strong analytical skills and attention to detail\n, • Excellent communication and interpersonal skills\n, • Diploma in Regulated Financial Planning (or working towards)\n\n Benefits: \n\n • Additional bonus opportunities\n, • 25 days holiday + BH and ability to buy or sell up to 5 days\n, • Group Life Cover x4 Salary\n, • Hybrid working\n\n \n To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey \n As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working on bespoke cases in tandem with their Financial Advisors. \n The business often has cases involving trusts, therefore candidates with experience and/or holding STEP qualification would be advantageous. \n Furthermore, the business is due to embark upon their next chapter of growth and are looking for growth minded individuals who are excited by the prospect of collectively growing together, embracing technology and always looking to achieve excellent client service. \n Career progression available such as support towards becoming a specialist in key areas or onto becoming a Financial Advisor \n Technical Paraplanner Requirements \n\n • You must be Level 4 Diploma qualified and ideally with advanced qualifications such as towards Chartered or niche areas like STEP qualification\n, • You must be an experienced Paraplanner, confident undertaking thorough research and report writing\n, • You should have desire to be part of a growing team and take an active role in delivering growth for the business\n\n Technical Paraplanner Benefits \n\n • Salary negotiable depending on experience and qualifications\n, • Plus company benefits\n, • Mainly office based role with potential for 1 – 2 days from home\n, • Fantastic opportunity to play a key role within a well-established, growing team\n\n Locations \n Bradford-on-Avon \n Liability and Disclaimer \n Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Financial Adviser \n Bath | Hybrid Working \n Up to £100,000 Basic Salary + Revenue Bonus + Equity Opportunity \n Are you an experienced Financial Adviser looking for a genuine growth opportunity within a modern, ambitious wealth management firm? \n We are partnering with a highly successful independent financial planning business that is experiencing significant growth and is seeking talented advisers to join its expanding team. \n This is an excellent opportunity for advisers who enjoy developing client relationships, generating new business and providing high-quality holistic financial advice. \n The Role \n\n • Manage and develop client relationships\n, • Deliver holistic financial planning advice\n, • Generate and attract new business opportunities\n, • Build and grow your own client portfolio\n, • Work alongside dedicated paraplanning and administration support\n, • Contribute to the continued growth of a dynamic business\n\n About You \n\n • Diploma Level 4 qualified as a minimum\n, • Experienced Financial Adviser\n, • Strong relationship-building and communication skills\n, • Commercially minded with business development experience\n, • Existing client bank advantageous but not essential\n, • Proven ability to win and retain clients\n\n What's on Offer? \n\n • Basic salary up to £100,000 depending on experience\n, • Competitive bonus structure linked to revenue generation\n, • Potential equity opportunity for high-performing advisers\n, • Full paraplanning and administration support\n, • Flexible working arrangements\n, • Long-term career progression within a growing business\n, • Opportunity to play a key role in the future success of the firm\n\n If you're an ambitious adviser looking for a platform where you can genuinely make an impact, we'd love to hear from you.

Our client is a well-established and highly regarded financial planning firm that has experienced significant growth in recent years. Through a combination of strategic expansion and a strong commitment to client outcomes, they have built a reputation for delivering high-quality, tailored advice. With continued growth plans in place, they are now looking to strengthen their technical team by adding an experienced Paraplanner to their Bath office. \n This is an excellent opportunity to join a forward-thinking business that genuinely invests in its people. You will be part of a collaborative and professional environment where technical excellence is valued, and career progression is actively supported. \n The Role: \n Working closely with Financial Advisers, you will play a key role in supporting the delivery of holistic financial planning advice. This position offers a broad range of responsibilities and the opportunity to further develop your technical expertise across multiple areas of financial planning. \n Key Responsibilities: \n\n • Producing high-quality suitability reports and supporting documentation\n, • Conducting detailed research to identify suitable financial planning solutions\n, • Providing technical support to advisers across pensions, investments, trusts, and IHT planning\n, • Preparing client review documentation, including investment and pension analysis\n, • Undertaking cashflow modelling and supporting client strategy discussions\n, • Performing technical calculations including CGT, pension benefits, and bond withdrawals\n, • Ensuring all client work is compliant with FCA requirements and internal standards\n, • Collaborating with advisers to fully understand client objectives and deliver appropriate recommendations\n\n About You: \n\n • Level 4 Diploma in Financial Planning (or actively working towards)\n, • Experience within a paraplanning role, supporting financial advisers\n, • Strong report writing and technical analysis skills\n, • Good understanding of financial planning processes and regulatory requirements\n, • Highly organised with the ability to manage multiple priorities\n, • A proactive and team-oriented approach\n\n What’s on Offer: \n\n • Salary circa £40,000 depending on experience\n, • Bonus potential of up to 10%\n, • Hybrid working (2 days in the office)\n, • Full support with professional qualifications and ongoing development\n, • Clear progression opportunities within a growing and successful firm\n, • A supportive, collaborative working culture\n\n If you are looking to join a progressive firm where you can continue to develop your paraplanning career and take on more technical responsibility, this opportunity is well worth exploring.

Paraplanner \n\n • Location: Bath \n, • Job Type: Full-time, Hybrid (2 days in office) once settled in\n, • Salary: £40,000 plus up to 10% bonus potential\n\n Are you an aspiring Paraplanner looking to solidify your career within a dynamic and growing Wealth Management firm? Our client, a regional IFA firm known for its strategic expansions and client-focused approach, is offering an exciting opportunity for Paraplanners in their Bath offices. This role comes with a competitive salary, excellent benefits, and real prospects for career progression. \n Day-to-Day of the Role: \n\n • Support financial advisers and their clients by compiling research, writing suitability reports, and responding to technical queries.\n, • Ensure a thorough understanding of the administration process, client file requirements, and FCA regulations.\n, • Maintain compliant client files and manage high-quality, accurate report writing across various financial planning areas including pensions, trusts, and IHT planning.\n, • Engage in discussions with advisers about client needs and objectives, and undertake research to identify suitable solutions.\n, • Conduct pension, income drawdown, and investment reviews, and prepare post-meeting review letters.\n, • Manage cashflow forecasting for clients and provide technical support for complex queries.\n, • Prepare investment materials, quotes, and illustrations for client meetings and suitability reports.\n, • Perform technical calculations such as Capital Gain Tax, bond surrenders/withdrawals, and pension-related figures.\n, • Ensure that recommendations are clear and understandable for clients and that all deadlines are met efficiently.\n\n Required Skills & Qualifications: \n\n • Level 4 Diploma in Financial Planning.or working toewards \n, • Seek mid level Paraplanning experience or above \n, • Experience in supporting financial advisers with a strong grasp of financial planning processes and FCA requirements.\n, • Proficient in report writing and performing financial calculations.\n, • Excellent communication skills and the ability to work effectively within a team.\n, • Strong organizational skills with the ability to manage multiple tasks and maintain strict deadlines.\n\n Benefits: \n\n • Competitive salary and bonus structure.\n, • Comprehensive benefits package.\n, • Opportunities for professional development and career advancement within a thriving firm.\n, • Supportive and collaborative working environment.\n\n If you are driven, detail-oriented, and ready to take the next step in your paraplanning career, we encourage you to apply for this role. Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this position.

Financial Advisor Exciting Opportunity with a Fast-Growing Wealth Management FirmAre you a driven Financial Advisor seeking your next career move with a dynamic, forward-thinking wealth management business? This Financial Advisor job offers the perfect blend of high-quality leads, professional support, and genuine career progression.Our client, a highly respected financial planning firm backed by significant investment, is experiencing rapid growth and needs talented Financial Advisors to join their collaborative team. With offices across the UK, they are continuing to expand and bolster their footprint, with current focus on recruiting in Manchester, Birmingham, Bristol / Bath and the surrounding regions.What makes this Financial Advisor role different?You won't be spending your time cold-calling or chasing leads. Instead, you'll benefit from a dedicated lead generation team who qualify prospects before they reach your diary. Recent advisors in their team have hit their annual targets within months due to the volume and quality of opportunities available.You'll work within a truly collaborative environment where senior practitioners share knowledge freely, and support teams (including Paraplanners and Client Relationship Managers) handle the administrative burden, allowing you to focus on what you do best building relationships and delivering exceptional advice.Key responsibilities include:Managing your own client relationships and delivering holistic, compliant financial adviceConducting comprehensive reviews and creating tailored strategies across pensions, investments, and protectionConverting warm leads into long-term client relationshipsWorking towards agreed performance targets with full supportFinancial Advisor RequirementsEssential: Level 4 Diploma in Regulated Financial Planning ( Chartered status or working towards Chartered is desirable)Essential: Experience delivering holistic financial advice in a planning-led environmentEssential: Strong understanding of FCA regulatory requirementsDesirable: Track record of building and maintaining client relationshipsThe CompanyOur client is an award-winning financial planning firm with a reputation for putting clients first and investing heavily in their people. Following recent investment, they're executing an ambitious growth strategy whilst maintaining their collaborative, supportive culture. They operate a salaried model with performance bonuses, and all advisors have the opportunity to participate in equity ownership.Financial Advisor BenefitsCompetitive salary based on experienceDiscretionary performance bonus schemePrivate healthcare (after qualifying period)Group income protection and life assurance24 days holiday rising to 26, plus 2 additional days at ChristmasSupport with professional qualifications including Chartered statusWellbeing programme, eye care scheme, and cycle to work schemeLocationThis Financial Advisor opportunity is open to candidates based in or around Manchester, Birmingham or Bristol / Bath. Flexible working arrangements are available, though regular client meetings and team collaboration are part of the role.Ready to take the next step in your career? Apply now to find out more about this exceptional Financial Advisor position.Liability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.TPBN1_UKTJ

Experienced Financial Adviser – Inherit & Grow a £40M Client Bank Are you an experienced Financial Adviser looking to focus on delivering exceptional client outcomes – without the pressure of building a client base from scratch in an employed role? An established and highly respected financial planning firm is offering a unique opportunity for a talented Financial Adviser to take over and develop an existing portfolio of High Net Worth clients with an approximate £40 million in Assets Under Management (AUM). Salary: £60,000 – £75,000 per annum + Bonus + Benefits (earning potential £100,000) Location: Client bank across Wiltshire, office is based in Swindon This is an ideal role for someone who thrives on meaningful client interaction and wants to be supported by a dedicated back-office team, enabling them to spend more time advising and less time on admin. What’s on Offer • Inherit an existing client bank with £40M AUM, • Fully mapped annual reviews – focus your energy on advice, not admin, • Full back-office support: Dedicated administrator + professional paraplanning, • Quarterly bonus & business development incentives, • 25 days holiday + bank holidays + Christmas shutdown, • 5% employer pension contribution (with salary sacrifice option), • Paid professional fees and CPD support, • Flexible hybrid working (office in Swindon with WFH options), • Free on-site parking What You’ll Be Doing • Deliver Lifestyle Financial Planning to an established HNW client base, • Build strong, long-term relationships through regular review meetings, • Use cashflow planning tools to help clients achieve their financial goals, • Identify opportunities for business growth via referrals or existing network, • Collaborate with admin and paraplanning teams to ensure high-quality service delivery About You • Level 4 Diploma in Financial Planning (CAS status required), • Experience advising clients, ideally HNW individuals, • Confident in holistic planning, • Skilled in using cashflow modelling software, • Professional, personable, and committed to long-term client care, • Experience mentoring or coaching junior colleagues This is a standout opportunity for a confident, client-focused adviser to build on their career with a warm £40M client base and full operational support. Apply now to take your advisory career to the next level.

Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, delivering comprehensive suitability reports across pensions, investments, and protection. This Technical Paraplanner position requires someone who thrives on intricate research, whole-of-market analysis, and producing meticulously detailed recommendations that meet the highest compliance standards. Your day-to-day will involve analysing client portfolios, conducting asset allocation research, and liaising with the Regulatory & Technical team to ensure advice excellence. You'll manage your own pipeline, prioritising complex cases whilst maintaining strong relationships with advisers and third-party providers. This Technical Paraplanner role suits someone who enjoys working autonomously on technically challenging work. Technical Paraplanner Requirements - Essential: CII Diploma in Financial Planning (minimum qualification) - Essential: Proven experience within independent financial planning firm producing complex recommendation reports - Essential: Strong technical knowledge of pensions, investments, and protection products - Desirab...

This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Manager to lead a team of 10-15 Financial Advisors with varying levels of experience. Must hold the Level 4 Diploma in Financial Advice a

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