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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: 15/08/2025
Salary / Rate: £30000 per annum
Posted: 2025-08-15 08:52:04
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We're on the lookout for a distinguished health insurance professional to provide expert consultancy support to the founder of an exclusive boutique firm specialising in private healthcare insurance for ultra-high-net-worth international clients. Join the pinnacle of private healthcare insurance where expertise meets exclusivity.
This distinguished boutique consultancy has established itself as the premier destination for ultra-high-net-worth individuals seeking sophisticated private health insurance solutions across international markets.
Operating within the most exclusive circles of healthcare provision, the firm delivers bespoke insurance strategies for clients who demand world-class expertise and absolute discretion in their healthcare arrangements. The Consultancy Role Step into a unique consulting position that combines your health insurance expertise with high-level client relationship management.
As Private Health Insurance Consultant, you'll work directly alongside the founder to deliver strategic insurance guidance to an exclusive clientele requiring complex international private healthcare coverage.
This role transcends traditional insurance support – you'll be providing expert consultancy that shapes critical healthcare protection decisions for individuals with the most sophisticated requirements. Your Strategic ResponsibilitiesProviding expert private health insurance guidance directly to ultra-high-net-worth clients and the founderManaging confidential client portfolios with absolute discretion and professional excellenceDeveloping bespoke private healthcare insurance proposals tailored to complex international needsCoordinating with premium international healthcare providers and specialist insurance partnersLeading sophisticated client consultations regarding complex private health coverage optionsManaging the onboarding process for new clients seeking exclusive healthcare insurance arrangementsAnticipating evolving healthcare insurance needs and proactively developing innovative solutionsEssential Health Insurance ExpertiseSubstantial experience in private health insurance, preferably with high-net-worth or international clientsDeep understanding of private healthcare systems, medical insurance products, and international coverageExpert knowledge of private medical insurance regulations, compliance requirements, and industry standardsExceptional interpersonal skills with natural confidence in consulting with affluent individualsSophisticated communication abilities suitable for complex health insurance discussionsMeticulous attention to detail essential for managing sensitive health insurance arrangementsAbsolute commitment to confidentiality when handling private medical and insurance informationAdaptability to navigate the dynamic private healthcare insurance landscapeProfessional consulting presence appropriate for distinguished healthcare insurance clienteleValuable Consulting ExperienceProven track record in private health insurance consulting, broking, or specialist advisory rolesBackground working with high-net-worth individuals on complex insurance arrangementsExperience with international private healthcare insurance products and cross-border coverageUnderstanding of luxury healthcare services and premium medical insurance providersFamiliarity with regulatory requirements across different healthcare insurance marketsConsultancy Structure This part-time consulting position offers significant flexibility within a hybrid working model.
While much of the consultation work can be conducted remotely, regular face-to-face client meetings in London are essential.
The successful consultant should be available for urgent client healthcare insurance matters outside standard consulting hours. Professional Investment Compensation reflects the specialist healthcare insurance expertise required, ranging from £20 - £25 per hour depending on experience, calculated on a full-time equivalent basis. Why Choose Private Healthcare Insurance Consulting The private healthcare insurance sector continues its rapid expansion as wealthy individuals increasingly seek sophisticated protection for their complex international lifestyles and healthcare needs.
This consultancy role provides extraordinary insight into premium healthcare insurance delivery while developing expertise in a highly specialised market that rewards deep knowledge and discretionary service excellence. This exclusive Private Health Insurance Consultant opportunity is brought to you by The Opportunity Hub UK - connecting healthcare insurance professionals with specialist career opportunities. ....Read more...
Type: Permanent Location: Greater London,England
Start: 15/08/2025
Salary / Rate: £30000 - £40000 per annum
Posted: 2025-08-15 08:51:04
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Our newest client is making waves in the Financial PR sector! They're a team of talented writers, designers, strategists, analysts, and social media enthusiasts, who are dedicated to delivering best-in-class digital marketing and communication strategies for their financial and professional services clients.
They believe in fostering an entrepreneurial spirit and encouraging their team members to think outside the box and bring their quick-witted ideas to the table. Here's What You'll Be Doing:Work hand-in-hand with clients to develop digital and social initiatives like content development, analytics, social listening, and paid media amplificationTake the lead on creative deliverables and support senior team members to ensure all work is delivered on time and on budgetWrite, edit, and review first drafts of social content, blog posts, analytics reports, internal and external memos, and client recommendationsMonitor the pulse of social media and provide insightful reports to clientsStay on top of deadlines and ensure accurate reportingKeep a pulse on the latest trends in digital marketing, both locally and globallyLaunch paid social campaigns, and make sure your client's objectives are metShow off your expertise in your client's business and industry, and keep tabs on their competitionDevelop strong client relationships and communicate effectively through phone, email, and in-person Here Are The Skills You'll Need:Strong project management skills and the ability to handle multiple workstreamsA team-first mentality and a love of outcomes over processGreat time management skills and the ability to prioritizeResourcefulness in seeking answers when neededExcellent proofreading, editing, and attention to detailOutstanding client and interpersonal skillsA minimum of 2-4 years of relevant experience in digital, social media, or creativeA Bachelor's degree in Marketing, Public Relations, Communications, Advertising, or a related fieldAgency experience and a background in a regulated field such as financial and professional services is preferredFamiliarity with digital tools like Khoros, Spredfast, TalkWalker, Google Analytics, Hootsuite, SEMRush, and othersStrong research and synthesis skills to create clear and polished reports and memos Here Are The Benefits of This Job:Premium healthcare plans, including medical and vision coverage: Your health is a top priority!Pension match: 4.5% - start planning for your future today!Hybrid work model: Work from the office three days a week and from home the other two.
Choose your own schedule!Generous Paid Time Off (PTO) package including birthday PTO and 6 "It's Ok" days - because life's moments are precious!Custom career opportunities: Choose your own adventure!2 weeks of remote work per year: Do your thing, wherever you want! ....Read more...
Type: Permanent Location: London,England
Start: 11/08/2025
Salary / Rate: Negotiable depending on experience
Posted: 2025-08-11 21:11:04
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The Opportunity Hub UK is ecstatic to bring you an incredible opportunity with an award-winning firm that has three decades of dazzling their clients! With several offices across the UK and nearly 200 staff members, they truly are the bee's knees.
They've also earned the prestigious title of Investors in People, which means, as an Assistant Tax Manager, you'll be in great hands. Joining one of the largest independent accountancy firms at their head office in central Manchester, you'll be just a hop, skip, and a jump away from Piccadilly Gardens.
The Tax team is eagerly awaiting your arrival, where you'll take on the role of Assistant Tax Manager and oversee a fantastic team. Here's what you'll be doing as the Assistant Tax Manager:Working exclusively on an advisory basis to provide best in class service to clientsAssisting the Tax Manager and servicing your charming client portfolioExpanding your knowledge and experience across all facets of advisory workCollaborating with clients from an array of industriesLiaising directly with your clients on the regular, like the social butterfly you are!Here are the skills you'll need as the Assistant Tax Manager:Experience thriving in a bustling accounting practiceExcellent communication skills (verbal, written, and interpretive dance)Knowledge of both corporate and personal tax adviceHere's what would be the cherry on top for the Assistant Tax Manager:ATT/CTA Part QualifiedExceptional attention to detailCompetency with IT and MS OfficeExperience in a medley of taxes, including IHT, CT, CGT, and SDLTHere are the benefits of this job as the Assistant Tax Manager:A competitive salary that'll make you feel like a million bucksBonus scheme Pension planFully funded study supportPrivate healthcare (keep those pearly whites shining!)Career progression and development opportunitiesDiscount schemeFriday dress-down days (hello, casual Fridays!)Regular work outings and team-building daysPaid charity days (give back while getting paid!)So, why should you choose a career in this sector? Tax professionals are always in demand, and with this ever-changing landscape, you'll never experience a dull moment.
At The Opportunity Hub UK, we believe this Assistant Tax Manager role is your ticket to a thriving career, so come join the fun and apply today! ....Read more...
Type: Permanent Location: Manchester,England
Start: 11/08/2025
Salary / Rate: £45k - £55k
Posted: 2025-08-11 21:02:04
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The Opportunity Hub is representing a rapidly expanding financial services company, is seeking ambitious sales executives to join their team.
As a sales executive, you will:Make outbound calls and field inbound inquiries to convert prospective clients into funded trading accountsBuild strong relationships and maximise business opportunities through exceptional customer serviceKeep up-to-date on forex products and market trends to provide expert advisoryCreate and nurture sales pipelines to hit targetsThey’re looking for motivated candidates with:Strong communication and client service skillsAbility to explain complex products and assess client needsPassion for progressing quickly in a sales-focused fintech firmSelf-driven work ethic and desire to constantly improveExperience in forex trading or financial sales is a plus but not required, as they provide full in-house training to set you up for success. In return for your skills and dedication, you’ll enjoy:Uncapped earning potential through generous commissionsMonthly incentives and on-target bonusesCareer development opportunitiesFun, fast-paced work environmentEqual opportunity for advancementIf you want to launch your sales career in one of the world's largest financial markets, apply now! Our client is a fair, diverse team looking for their next sales superstar. ....Read more...
Type: Permanent Location: London,England
Start: 11/08/2025
Salary / Rate: £23k - £30k
Posted: 2025-08-11 20:42:04
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Accounting Intern (12 month internship)A prominent European mid-market value investment firm with a robust legacy in the DACH and Nordic regions, is currently seeking an Accounting Intern.
Operating with offices in all over Europe and in China our client stands out for its sector specialisation and a diverse team of over 350 professionals.This is a 12 month internship, Salary between £25k - £30k, Graduate opportunity with an ASAP start date. People FirstSuccess here is propelled by highly diverse, solutions-oriented teams committed to excellence.
We seek individuals who are entrepreneurial, independent thinkers, and embrace change.
We value moral courage and trust our colleagues to make informed, calculated decisions, regardless of rank.
Our client prioritises physical and mental well-being, providing benefits to support a healthy lifestyle for sustained personal and professional success.The Ideal CandidateWe are looking for an ambitious and high-energy individual who thrives in collaborative environments.
The ideal candidate values continuous improvement, possesses exceptional interpersonal communication skills, and approaches tasks with methodical precision.
Integrity, dedication, and a proactive attitude define this candidate, who embraces the qualities of a dedicated team player.What’s In It for You?Acquire expertise in the Private Equity Sector, contributing to advancing operational excellence.Gain first-hand understanding of internal finance operations within a rapidly evolving landscape.Engage in real responsibilities, collaborating with professionals across all organizational tiers.Cultivate confidence in navigating senior leadership expectations effectively.The RoleAs an Accounting Intern, you will work in our London office for a 12-month period, representing our esteemed client.
This dynamic role includes responsibilities such as detailed cost analysis, book keeping, invoice generation, ledger balance checking, and project support on efficiency.
Successful candidates may have opportunities to explore other departments within the firm.Here's what you'll be doing:Perform detailed analysis for control of deal costs and recharge to appropriate third parties.Raise disbursement invoices.Process employee travel and entertainment expenditure reports.Assist with ledger balances and other monthly and yearly accounts.Support Management Reporting function.Contribute to improvement projects.Here are the skills you'll need:Demonstrated background in generating fee and disbursement invoices.Proficiency in computer operations, especially Excel and Outlook.Mastery of financial reporting tools and general ledger systems.Strong comprehension of double-entry principles.Outstanding written and verbal communication skills.BenefitsIn addition to compensation, pension, and healthcare cover, our client offers a wellbeing allowance of £80 per month for exercise membership, equipment, relaxation training, and nutrition consultations.
They also provide a holiday allowance of 30 days per calendar year.Work PermissionsYou must have the right to work in the United Kingdom.
Visa sponsorship is not available at this time.Joining our esteemed client as an Accounting Intern provides an ideal opportunity to work in a dynamic environment, develop key skills in the finance industry, and explore potential growth within the firm.
We are proud to represent such a distinguished company and are committed to building a diverse and inclusive workforce.
If you're excited about this role, we encourage you to apply, even if your past experience doesn't perfectly align.
We are looking for individuals who will flourish in this environment. ....Read more...
Type: Permanent Location: Central London,England
Start: 11/08/2025
Salary / Rate: £25k - £30k (12 month internship)
Posted: 2025-08-11 20:36:04
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A leading player in redefining shareholder and stock market interactions is in search of a meticulous Finance Journalist to join its vibrant team in London.
Renowned for its commitment to innovation, this organisation has created a secure and compliant platform by aggregating investor relations and digital content.Company Overview:At the nexus of finance and technology, this organisation is devoted to delivering top-tier solutions for companies seeking to connect with their shareholders.
With a dedication to transparency and compliance, it has become an indispensable resource for the investment community, providing a seamless and secure platform for accessing critical financial information.Job Overview:As a Financial Writer, you will be instrumental in crafting compelling narratives that convey intricate financial information to a diverse audience.
Your responsibilities will encompass in-depth research, interviewing key stakeholders, and generating precise and engaging content for digital and traditional platforms.Here's what you'll be doing:Researching and crafting articles on various financial topics, including market trends, company performances, and economic indicators.Conducting interviews on podcast and video formats with industry experts, analysts, and company executives to gather insights and opinions.Staying informed about financial news and developments to identify emerging trends and opportunities.Collaborating with the editorial team to ensure content aligns with editorial standards and is well-researched.Here are the skills you'll need:Strong financial acumen and a thorough understanding of market dynamics.Exceptional writing and communication skills, with the ability to simplify complex financial information.Proven experience in financial journalism or related fields. Some knowledge of marketing.Willingness to appear on camera and excellent presentation skills.Attention to detail and the ability to meet tight deadlines.Familiarity with digital platforms and content management systems.Here are the benefits of this job:Competitive salary within the range of £28-35k. Possibility of hybrid working. Opportunity to work with a dynamic and forward-thinking team.Career growth and development in a rapidly evolving sector.Exposure to cutting-edge technology and financial market trends.Work Permissions:You must have the right to work in the United Kingdom.
Visa sponsorship is not available at this time.Embark on a fulfilling career as a Financial Writer, where your skills will be refined in a collaborative and innovative environment.
Join a team that values excellence and is dedicated to reshaping the future of shareholder engagement in the financial landscape. ....Read more...
Type: Permanent Location: London,England
Start: 11/08/2025
Salary / Rate: £28k - £35k
Posted: 2025-08-11 20:23:06
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The Opportunity Hub UK is actively seeking dynamic Asset Finance Executives to join the high-performing team of a leading Finance Leasing company. In this role, you will be instrumental in driving business growth, cultivating client relationships, and promoting tailored asset finance solutions.
This is a fantastic opportunity to contribute to the success of a well-established financial institution while advancing your career in the competitive field of asset finance. Asset Finance Executive (based in Cheshire, Salary: £25k plus commission scheme) Here's what you'll be doing:Spearhead the identification and pursuit of new business opportunities within the asset finance sector.Foster and maintain robust client relationships, gaining insights into their financial needs and objectives.Showcase and advocate for the value and benefits of the company's asset finance solutions.Collaborate seamlessly with internal teams to ensure efficient processing of finance agreements and service delivery.Stay abreast of market trends, competitor activities, and industry regulations to provide informed insights.Here are the skills you'll need:Proven track record in asset finance sales or related financial servicesStrong sales and negotiation prowess, evidenced by a history of meeting and surpassing targets.Exceptional communication and interpersonal skills essential for building lasting client relationships.Financial acumen and the ability to comprehend intricate financial products.Results-oriented mindset, coupled with a proactive approach to business development.Knowledge of relevant industry regulations and compliance standards.Here are the benefits of this job:Competitive salary of £25k plus commission schemeHybrid workingAccess to ongoing professional development and training opportunities to foster continuous growth.Thrive in a dynamic and collaborative work environment with ample opportunities for career progression.Work Permissions: Candidates must have the right to work in the United Kingdom.
Unfortunately, visa sponsorship is not available at this time. This role offers a unique opportunity to contribute to the growth of a respected financial institution while advancing your career in the dynamic sector of asset finance.
If you are passionate about finance, sales, and making a meaningful impact, this position is the gateway to a successful and fulfilling career with our client. ....Read more...
Type: Permanent Location: Cheshire,England
Start: 11/08/2025
Salary / Rate: 25k
Posted: 2025-08-11 20:18:04
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Exciting opportunity for graduates! Join a leading technology company revolutionizing retail investment as a Business Operations Executive.
You'll play a pivotal role in ensuring smooth and efficient functioning of the business operations, facilitating collaboration across teams and supporting the delivery of exceptional service to the clients. Business Operations Coordinator (based in Elstree, Salary: £25K - £30k) Here's what you'll be doing:Coordinating and facilitating communication between various departments to ensure alignment with business objectives.Assisting in the planning and execution of marketing initiatives and campaigns to promote our platform and services.Supporting the webinar hosting activities, including content creation, scheduling, and participant engagement.Conducting research and analysis to identify opportunities for process improvement and optimization.Assisting with account management tasks, including client communication and relationship management.Providing administrative support to senior management as needed.Here are the skills you'll need:Strong organizational and multitasking abilities, with exceptional attention to detail.Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.Proficiency in Microsoft Office Suite and other relevant software applications.Analytical mindset with the ability to gather and interpret data to drive decision-making.Here are the benefits of this job:Competitive salary of £25k - £30k upwardsOpportunities for professional development and career advancement within a growing company.Exposure to the dynamic world of retail investment and financial services.Work Permissions: You must have the right to work in the United Kingdom.
Visa sponsorship is not available at this time. ....Read more...
Type: Permanent Location: Elstree,England
Start: 11/08/2025
Salary / Rate: £25k
Posted: 2025-08-11 20:14:04
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Role: Founders Associate (Part-time) A hyper-personal support role working directly with the founder of a boutique insurance consultancy specialising in international health care services for high-net-worth individuals.
This position requires exceptional interpersonal skills, discretion, and the ability to provide concierge-level service to both the founder and the firm's exclusive clientele. Key ResponsibilitiesProvide direct support to the founder in managing client relationships and communicationsHandle sensitive client information with absolute confidentiality and discretionCoordinate complex scheduling and logistics for high-profile client meetingsAssist with preparation of bespoke insurance proposals and presentationsManage correspondence with international health care providers and insurance partnersSupport client on boarding and relationship management processesAnticipate needs and proactively resolve potential issues before they ariseEssential AttributesExceptional interpersonal skills with natural warmth and personabilityArticulate communication abilities, both written and verbalComfortable working with high-net-worth individuals without being intimidatedMeticulous attention to detail and impeccable organisational skillsAbility to maintain absolute discretion and confidentialityAdaptable to the changing needs of a boutique consultancy environmentSelf-motivated with the ability to work independentlyProfessional demeanour and presentation appropriate for high-end client interactionsDesirable ExperiencePrevious experience in a personal assistant or executive assistant roleBackground in luxury services, private client services, or concierge rolesUnderstanding of insurance, healthcare, or financial services sectorsExperience working with high-net-worth or ultra-high-net-worth individualsFamiliarity with international business protocols and cultural sensitivitiesWorking ArrangementsPart-time position with flexible hoursHybrid working model with some in-person London meetings requiredOccasional availability for urgent matters outside standard hoursCompetitive compensation reflective of the high-calibre support required, salary based on FTE.
£15-£21ph DOE ....Read more...
Type: Permanent Location: Greater London,England
Start: 31/07/2025
Salary / Rate: £30000 - £40000 per annum, Benefits: £28,000 - £32,000 DOE
Posted: 2025-07-31 13:00:11
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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 £35,000 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: NewcastleunderLyme,England
Start: 22/07/2025
Salary / Rate: £30000 - £40000 per annum, Benefits: up to £35,000
Posted: 2025-07-22 17:01:05
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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 £35,000 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: NewcastleunderLyme,England
Start: 21/07/2025
Salary / Rate: £30000 - £35000 per annum, Benefits: up to £35,000
Posted: 2025-07-21 09:42:17
