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Are you a skilled Financial Planning Associate on the lookout for your next career move? Join a dynamic financial planning firm where exceptional service meets genuine career development in a supportive, values-driven environment. What Makes This Role Special This isn't just another financial planning position.
You'll be joining a forward-thinking financial planning business that's reimagined what modern wealth management looks like.
Our unique approach to "Life Landscaping" goes beyond traditional financial advice, focusing on enriching lives through meaningful client relationships and comprehensive planning strategies. Your Responsibilities Will Include: Working alongside experienced Financial Planners to deliver outstanding client outcomes through detailed research, analysis, and report preparation.
You'll identify planning opportunities, prepare comprehensive suitability reports, conduct thorough fund research using FE Analytics, and maintain robust due diligence processes.
Documentation compliance and team development are also key aspects of this varied role. What We're Looking For:We need someone with at least two years of financial planning support experience within an IFA environment, ideally holding DipPFS or equivalent Level 4 qualifications.You should have broad product knowledge, excellent communication abilities, and strong collaborative skills.Experience with IFA systems and a commitment to service excellence are essential, alongside personal qualities of adaptability, enthusiasm, and integrity.Why Choose This Opportunity? Beyond the competitive salary, you'll enjoy 31 days annual leave (including bank holidays), comprehensive benefits including income protection, life assurance, Employee Assistance Programme, wellness support, and financial wellbeing resources.
Most importantly, you'll work within a culture that genuinely values your contribution and supports your professional growth. Salary: Up to £35,000 Location: Newcastle-under-Lyme Hours: Full-time (35 hours weekly) Ready to Apply? Please ensure your CV clearly demonstrates your relevant experience and achievements.
Only candidates meeting our criteria will be contacted for interview. ....Read more...
Type: Permanent Location: NewcastleunderLyme,England
Start: 14/11/2025
Salary / Rate: £28000 - £35000 per annum, Benefits: £20,000 - £24,000
Posted: 2025-11-14 12:38:15
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Experienced Paraplanner required.
Brilliant opportunity to join a growing business that has strong values and a clear vision for its future.About the Company:At Amber River Midlands we think about financial planning in a way that goes beyond financial advice.
We call it Life Landscaping® and we're a group of like-minded, values-driven people with a passion for independent financial planning.
We all work together with one, single-minded purpose: To enrich the lives of the people we meet.
Through conversations and knowledge sharing, financial planning and advice, whatever life stage our clients are at, our team is here to help them plan for a life well-lived. The Role:Experienced Paraplanner required.
Brilliant opportunity to join a growing business that has strong values and a clear vision for its future.
Amber River Midlands is a company with a clear identity, strong values, an amazing culture, and a defined purpose.
We are looking for an experienced paraplanner with a sound understanding of the financial planning process and the desire to be the best in their role.
This is a great opportunity to join a company that has imagined what a next generation financial planning business should look like.
Our purpose is to enrich the lives not just of the clients we work for, but also the people that work for us, and we have created an environment where our team members feel they belong and can thrive and grow.
If this is what you are looking for in a company and our values resonate with you, please apply, we would love to hear from you! Location and Working Arrangements:Ideally we are looking to for candidates for our Newcastle-under-Lyme Office in a 100% office based role.
However, we will consider applicants looking to work from our Birmingham Office or Warwick Office and at these locations we can offer hybrid working (3 days in the office). Key Responsibilities:The role of the Paraplanner is to work with the Financial Planners and provide a high level of client service in a professional and timely manner.
Duties will include:Identifying areas for financial planning and sourcing solutions to meet their objectives.Preparing suitability reports and recommendations for approval by the financial planner.Conducting fund research and analysis using FE Analytics.Collating and maintaining due diligence research on funds, platforms, and providers.Preparing cumulative return tables and sharing these with the team.Ensuring documentation is compliant, present, and correct.Ensuring your own personal development and the development of the administration team.Essential Skills and Experience:We are looking for someone who has gained experience in a similar role and company and has a good understanding of the whole financial process.2 years' Paraplanning experience within an IFA firmExperienced working with a breadth of productsIdeally DipPFS qualified or equivalent Level 4 qualificationAble to demonstrate excellent customer communication skillsExperience working together as part of a teamA background in using IFA systems and processesExcellent quality service delivery skillsStrong personal skills in the areas of adaptability, enthusiasm, dependability, honesty, and integrityBenefits and Salary:Salary of up to £38,000 depending on experience31 days holiday including bank holidaysIncome protection4x salary life assurance
*Company sick pay
*Pension scheme with salary sacrificeRecruitment referral schemeEAP (Employee Assistance Programme)Wellness supportFinancial wellbeing
*Benefits marked with an asterisk apply after successful completion of the probationary period.Position Details:Full-time - 35 hours per weekPrimary location: Newcastle-under-Lyme (100% office based)Alternative locations: Birmingham or Warwick (hybrid working available - 3 days in office)Further Information:Only shortlisted candidates will be contacted.In order to give your application the best chance of success, please:Check that you meet the criteria for the roleApply with a CV that is clear, concise, and correctTailor your CV to highlight your experience and relevant achievements to the positionNB.
This role is being advertised both internally and externally. ....Read more...
Type: Permanent Location: Birmingham,England
Start: 14/11/2025
Salary / Rate: £30000 - £38000 per annum, Benefits: 35000
Posted: 2025-11-14 12:35:05
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An outstanding opportunity for an Experienced Paraplanner to excel within an innovative wealth management firm that redefines client-focused financial planning. Step into a role where your technical expertise meets genuine client impact, working alongside a team of passionate professionals who believe in creating meaningful financial transformations for individuals and families across the region. The Company This dynamic independent financial advisory practice has established itself as a leader in comprehensive wealth management, combining cutting-edge planning methodologies with deeply personal client relationships.
Their philosophy centres on holistic life planning that encompasses not just financial goals, but life aspirations and family legacies.
With a commitment to continuous innovation and exceptional service standards, they've created an environment where both clients and team members flourish. Your Role As an Experienced Paraplanner, you'll be the technical backbone supporting complex financial planning strategies, working in partnership with experienced advisers to deliver sophisticated solutions for discerning clients.
This position offers exceptional scope for intellectual growth within a practice that values expertise, creativity, and professional excellence. Key Accountabilities:Analyse complex client situations to identify strategic financial planning opportunities and solutionsCraft comprehensive suitability reports with detailed recommendations for adviser endorsementExecute sophisticated fund research and performance analysis using advanced analytical tools including FE AnalyticsCurate and maintain extensive due diligence libraries covering investment options, platforms, and provider capabilitiesDevelop detailed performance reporting and comparative analysis for strategic decision-makingUphold stringent compliance standards ensuring all documentation meets regulatory requirements and internal quality benchmarksRequired Experience and Competencies:Proven 2+ years' experience in paraplanning within a reputable independent financial advisory firmExtensive exposure to comprehensive product ranges and advanced planning techniquesDipPFS qualification or equivalent Level 4 professional certification strongly preferredExceptional written and verbal communication skills with client-facing capabilityCollaborative mindset with strong interpersonal skills for effective team integrationComprehensive familiarity with industry-standard IFA platforms, systems, and operational proceduresMeticulous attention to detail with unwavering commitment to service excellenceDemonstrated professional qualities including flexibility, motivation, dependability, and ethical conductWork Permissions You must have the right to work in the United Kingdom.
Visa sponsorship is not available at this time. Attractive Remuneration and Benefits:Competitive salary package up to £38,000 commensurate with experienceModern hybrid working model - 3 days office presence, 2 days remote flexibilityGenerous annual leave allocation of 31 days including statutory holidaysComprehensive income protection insurance coverageLife assurance benefit equivalent to 4x annual salaryEnhanced company sick pay provisionContributory pension scheme with salary sacrifice advantagesStaff referral incentive programmeConfidential Employee Assistance ProgrammeHolistic wellness and mental health support servicesPersonal financial wellbeing resources and educationThe Future of Financial Advisory Services The wealth management industry stands at an exciting crossroads, with technological innovation, demographic shifts, and evolving client expectations creating unprecedented opportunities for skilled professionals.
Experienced paraplanners are increasingly recognised as essential strategic partners in delivering sophisticated financial solutions, from complex pension arrangements to multi-generational wealth transfer strategies.
This career path offers exceptional prospects for professional advancement, competitive rewards, and the unique satisfaction of helping clients achieve their most important life objectives through expert financial guidance and strategic planning. Discover your next career milestone with The OHUB UK - your trusted partner in connecting exceptional financial services talent with transformative opportunities. ....Read more...
Type: Permanent Location: Warwickshire,England
Start: 14/11/2025
Salary / Rate: £30000 - £38000 per annum
Posted: 2025-11-14 12:23:28
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German-Speaking FX & Trade Finance Broker - City of London A game-changing opportunity for a German-speaking FX and Trade Finance Broker to accelerate their career with a dynamic financial services specialist in the heart of London. Step into the fast-paced world of foreign exchange and commercial finance, where your German language skills and expertise will directly impact how European businesses and high-net-worth individuals navigate international markets and secure growth capital. About the Company This established financial services firm specialises in delivering comprehensive foreign exchange and commercial finance solutions across global markets.
Operating throughout the UK, EMEA, APAC, and the Americas, they've built a reputation for providing seamless financial transactions that outperform traditional banking solutions.
Their client base spans high-net-worth individuals, SMEs, and corporate entities seeking sophisticated currency management and tailored funding solutions, with a particular focus on expanding their German market presence. The Role at a Glance As a German-speaking FX and Trade Finance Broker, you'll be instrumental in developing the company's German market expansion whilst delivering exceptional service across international payment solutions and commercial finance products.
This role combines relationship building with technical expertise and cultural understanding, offering the perfect platform for bilingual professionals to make their mark in London's financial district. Your Key Responsibilities:Drive new business acquisition within the German market through proactive client outreach and relationship developmentProvide expert guidance to German clients on foreign exchange solutions, including competitive rates and hedging strategiesStructure and deliver commercial finance solutions including trade finance, invoice finance, and asset finance for German-speaking businessesConduct client meetings and presentations in German to build trust and understanding with European prospectsManage the complete sales cycle from initial contact through to deal completion and ongoing account managementCollaborate with internal teams to ensure seamless service delivery and cultural sensitivity for German clientsEssential Skills and Experience:Native or fluent German language skills with excellent business communication abilitiesProven track record in sales with demonstrable results and target achievementStrong customer service orientation with excellent relationship-building capabilities across culturesOutstanding communication and negotiation skills in both German and EnglishAbility to work both independently and collaboratively within a team environmentExceptional attention to detail with strong analytical and problem-solving abilitiesAdvanced computer literacy and proficiency with financial software systemsBackground in financial services or German market experience preferred but not essential for the right candidateWork Permissions You must have the right to work in the United Kingdom.
Visa sponsorship is not available at this time. Exceptional Benefits Package:Highly competitive base salary with commission earning potentialFlexible hybrid working arrangement - London office Monday to Thursday, home working FridaysAccelerated career progression opportunities within a rapidly expanding organisationComprehensive training and professional development programmes including German market insightsDynamic, supportive team culture focused on individual and collective successPrime City of London location with excellent transport connectivityWhy Build Your Career in International Financial Services? The foreign exchange and commercial finance sector continues to evolve rapidly, driven by increasing globalisation and digital transformation.
For German-speaking professionals, this presents exceptional opportunities to bridge markets and develop specialised expertise in high-demand areas.
With European businesses increasingly seeking sophisticated financial solutions to manage international operations and growth funding, bilingual brokers can expect strong career prospects, attractive earning potential, and the opportunity to work with diverse, high-value client portfolios across multiple markets. This exceptional German-speaking FX and Trade Finance Broker opportunity is brought to you by The Opportunity Hub UK - your gateway to career-defining roles in international financial services. ....Read more...
Type: Permanent Location: Greater London,England
Start: 14/11/2025
Salary / Rate: £35000 - £50000 per annum, Benefits: UNCAPPED COMMISION
Posted: 2025-11-14 12:23:05
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Unlock your potential as an Experienced Paraplanner with a forward-thinking financial planning practice that puts people at the heart of everything they do. Join a progressive financial advisory firm where innovative thinking meets traditional values, and where your expertise in financial planning will directly contribute to transforming clients' financial futures across the Midlands region. About the Company This established independent financial planning business has reimagined what modern wealth management should look like.
Built on strong foundational values and driven by a clear vision for the future, they specialise in comprehensive life planning that extends far beyond conventional financial advice.
Their team of dedicated professionals shares a unified commitment to enriching lives through meaningful conversations, strategic planning, and expert guidance, supporting clients at every stage of their financial journey. The Role Overview As an Experienced Paraplanner, you'll be instrumental in delivering exceptional client outcomes whilst working alongside seasoned Financial Planners in a collaborative, growth-focused environment.
This position offers the perfect blend of technical expertise and client-centric service delivery, providing substantial opportunities for professional development within a company that genuinely invests in its people's success. Your Core Responsibilities:Research and identify comprehensive financial planning opportunities tailored to individual client objectivesPrepare detailed suitability reports and strategic recommendations for Financial Planner approvalConduct thorough fund research and analysis utilising industry-leading platforms such as FE AnalyticsMaintain current due diligence research across funds, platforms, and product providersGenerate cumulative return analyses and performance reporting for team collaborationEnsure all client documentation meets regulatory compliance standards and quality benchmarksEssential Qualifications and Experience:Minimum 2 years' paraplanning experience within an established IFA environmentComprehensive knowledge of diverse financial products and planning strategiesDipPFS qualification or equivalent Level 4 professional certification preferredProven track record of delivering exceptional client communication and service standardsStrong collaborative approach with demonstrated team working capabilitiesExtensive experience with IFA systems, processes, and regulatory requirementsOutstanding attention to detail with commitment to quality service deliveryPersonal attributes including adaptability, enthusiasm, reliability, and professional integrityWork Permissions You must have the right to work in the United Kingdom.
Visa sponsorship is not available at this time. Comprehensive Benefits Package:Competitive salary up to £38,000 based on experience and qualificationsFlexible hybrid working arrangement - 3 days office-based, 2 days working from homeGenerous 31 days annual leave entitlement including bank holidaysComprehensive income protection coverageLife assurance at 4x annual salaryEnhanced company sick pay schemePension scheme with salary sacrifice optionsEmployee referral rewards programmeEmployee Assistance Programme for personal supportWellness and mental health support initiativesFinancial wellbeing resources and guidanceWhy Build Your Career in Financial Planning? The financial planning sector continues to evolve rapidly, driven by regulatory changes, technological advancement, and increasing demand for comprehensive wealth management services.
For experienced paraplanners, this presents exceptional opportunities to develop specialised expertise in high-growth areas including pension planning, investment management, and holistic financial advice.
With an ageing population and growing awareness of financial planning importance, skilled professionals can expect strong career prospects, competitive compensation, and the satisfaction of making a meaningful impact on clients' financial security and life goals. This exceptional Experienced Paraplanner opportunity is brought to you by The Opportunity Hub UK - connecting ambitious financial services professionals with career-defining positions. ....Read more...
Type: Permanent Location: Birmingham,England
Start: 14/11/2025
Salary / Rate: £30000 - £38000 per annum, Benefits: UNCAPPED COMMISION
Posted: 2025-11-14 12:22:06
