Location: Lydney GL15 5BB Salary: £23.18 an hour

Package Description:

Are you looking for a rewarding career where you can really make a difference? Are you an experienced nurse looking for a change? Or a newly qualified nurse looking to take your first steps into residential services? Come and join the Agincare family as a Registered Nurse!

 

Where you'll be working

• Click here to view the care home! Care Home in Gloucestershire | Care Home Gloucestershire Rodley House | Agincare

 

As an Agincare employee you'll enjoy

• £23.18 per hour
• Refer a friend scheme up to £1000*
• Outstanding career development
• Fully funded training up to QCF level 5
• Blue Light care discount package
• Company pension scheme
• On demand pay

 

What is required from you?

• A minimum of 12 months on your right to work in the UK
• A valid, in date NMC pin without restrictions to practice
• Evidence of recent clinical CPD
• Experience working in a care home setting is essential
• This position is working 36 hours per week, to include alternate weekends
• This position will be working 3 x12 hour shifts per week, 8pm to 8am

 

A day in the life of a Registered Nurse

As a Registered Nurse, you will be responsible for motivating, mentoring and developing a team of care staff in ensuring that the residents' clinical needs are attended to. You will be organised and ready to adapt to challenges, you will have the expertise you need to provide professional, safe, high quality care and support.

 

Responsibilities will include

• Assisting residents with personal care in accordance with their individual care plans
• Liaising with care home management, family members, social workers, medical professionals and the resident themselves in ensuring the care provision meets their individual requirements and making recommendations based on changes in care need.
• Administering and recording medication safely in line with company policy
• Monitoring resident nutrition and hydration and taking steps to update nutrition plans with any revised dietary requirements.
• Monitoring residents for risks around pressure wounds and any abnormalities regarding toilet output.
• Participating in, and promoting resident activities.

 

About Agincare

Agincare is proudly celebrating 40 years of caring for communities. As a rapidly growing, family-owned care provider with more than 5,500 team members, and expanding every day, we continue to strengthen our services through recent care home developments and the launch of our new not-for-profit Children’s Services. Today, Agincare is one of the UK’s largest care providers, delivering care and nursing homes, home care, extra care, supported living, and live-in care across more than 170 locations nationwide. As a signatory of the Care Leaver Covenant, we are committed to supporting care leavers by guaranteeing either an interview or an informal career conversation. We are proud to support the Armed Forces community through our alliance, offering guaranteed interviews to service leavers and members of the military community. All of our services are regulated by the CQC and Agincare is proud to be an equal opportunities employer and encourage applications from individuals of all backgrounds and experiences. At present, we are unable to offer visa sponsorship. As care is always in high demand, we have a wide range of exciting opportunities available. If this particular role isn’t the right fit for you, we encourage you to explore our other vacancies, www.agincare.com/careers   View the original Indeed job posting for the Registered Nurse Nights opportunity at Agincare in Lydney .

Location: Nationwide Opportunities Available | Tier 2 Visa Sponsorship Available Salary: £32,000 - £42,000 per annum + Overtime + Performance Bonuses + Excellent Benefits

 

Are you passionate about making a genuine difference in people's lives?

We are seeking compassionate, dedicated, and professional Private Care Workers to join one of the UK's most respected private healthcare organisations. With clinics and healthcare facilities located throughout the United Kingdom, this is an exciting opportunity to join a growing organisation that is committed to delivering exceptional care and support to individuals who require assistance with daily living, rehabilitation, recovery, and long-term healthcare needs. This role offers much more than a traditional care position. You will become part of a supportive healthcare team where your development is valued, your contributions are recognised, and your career progression is actively encouraged. Whether you are an experienced care professional or looking to further develop your healthcare career within a leading private organisation, we would love to hear from you.

 

About the Role

As a Private Care Worker, you will play a vital role in supporting individuals to maintain their independence, dignity, and quality of life. You will work closely with healthcare professionals, families, and support teams to deliver person-centred care tailored to each individual's needs. You will provide emotional support, practical assistance, companionship, and healthcare-related support while ensuring the highest standards of safeguarding, professionalism, and patient wellbeing. Our nationwide network of clinics and healthcare facilities offers excellent opportunities for career progression, specialist training, and long-term development within the healthcare sector.

 

Key Responsibilities

• Deliver high-quality, person-centred care and support
• Assist service users with daily living activities
• Support mobility and independence where appropriate
• Maintain accurate care records and documentation
• Promote dignity, respect, privacy, and wellbeing
• Monitor and report any changes in a patient's condition
• Work collaboratively with nurses, healthcare professionals, and multidisciplinary teams
• Support rehabilitation and recovery programmes where required
• Ensure compliance with safeguarding, health and safety, and care standards
• Build positive and professional relationships with patients, families, and colleagues

 

Essential Requirements

• Previous experience within a care, support, healthcare, or community setting
• Excellent communication and interpersonal skills
• Compassionate and patient-focused approach
• Right to work in the UK or eligibility for sponsorship
• Ability to work independently and as part of a team
• Strong understanding of safeguarding and professional care standards
• Up-to-date Continuing Professional Development (CPD)
• Evidence of completing a minimum of 35 hours of CPD and commitment to maintaining professional development

 

What's in it for You?

Competitive Rewards Package

• Salary between £32,000 and £42,000
• Enhanced overtime rates
• Annual performance bonus scheme
• Attendance bonus
• Referral bonus programme
• Bank holiday enhancements

 

Healthcare & Wellbeing Benefits

• Private healthcare cover
• Employee wellbeing programme
• Mental health and counselling support
• Health screening benefits
• Occupational health support

 

Career Development

• Structured career progression pathways
• Specialist healthcare training programmes
• Funded CPD opportunities
• Leadership and management development programmes
• Internal promotion opportunities across our nationwide network

 

Additional Perks

• Generous annual leave entitlement
• Flexible working opportunities
• Long-service recognition awards
• Employee discounts and retail savings scheme
• Company pension contribution
• Relocation support available for eligible candidates
• Access to nationwide opportunities across our UK clinics and healthcare facilities

International Applicants Welcome We recognise the valuable contribution that international healthcare professionals bring to the UK healthcare sector. Tier 2 Skilled Worker Visa Sponsorship is available for eligible candidates, subject to UK immigration requirements.

 

Join Us

If you are passionate about delivering exceptional care, committed to professional development, and looking to build a rewarding long-term career within a respected private healthcare organisation, we encourage you to apply today. Join a team that changes lives every day while investing in your future.

About Us

Trusted Financial Advice (TFA) has been delivering exceptional, independent financial advice for over 25 years. Our reputation is built on professionalism, innovation, and strong client outcomes. We are a firm that actively embraces technology, including AI and modern digital tools, to continually improve how we deliver advice and support our clients.

 

The Role

Based in our Plymouth office, this is not just a “sit in the back office” report-writing role. We are looking for an experienced Paraplanner who enjoys working closely with advisers and operational teams, brings strong technical capability, and wants to help shape how modern paraplanning should be delivered. You will play a hands-on role in developing paraplanning processes, embracing smarter ways of working, supporting junior team members, and influencing how advice is delivered end-to-end. This role suits someone who wants more than pure production work and is motivated by building something better.

 

What You’ll Do

• Work closely with advisers to research, design, and refine client solutions across pensions, investments, protection, and estate planning
• Carry out detailed technical analysis and support the creation of clear, high-quality, client-focused advice
• Help drive the adoption and development of technology and AI-assisted tools to improve efficiency, quality, and consistency
• Mentor and support junior colleagues, helping raise technical standards and confidence across the team
• Collaborate with operational and administrative staff to improve handovers, workflow, and case progression
• Ensure all work meets FCA requirements and aligns with internal policies and best practice
• Contribute ideas and practical improvements that shape the future of paraplanning within the business

 

What We’re Looking For

• Proven experience as a Paraplanner within an IFA or wealth management firm
• Level 4 Diploma in Financial Planning (DipPFS or equivalent)
• Solid technical knowledge across pensions, investments, and taxation
• A genuine interest in improving processes and embracing new technology
• Confidence working collaboratively with advisers and operational teams
• A mentoring mindset and willingness to support junior staff
• Experience using Intelliflo Office to a high standard is highly desirable

 

What We Offer

• A flexible, tailored package reflecting your experience and the value you bring
• Company pension, holiday entitlement, Death in Service cover, and employee support services
• Ongoing CPD and professional development
• A key role in a forward-thinking, progressive firm where your ideas genuinely matter
• A modern, collaborative Plymouth office environment

 

Be Part of Something Bigger

If you want a paraplanner role where you can move beyond pure report writing, influence how the role evolves, embrace better tools, and help raise standards across the business, we would love to hear from you. Apply to: Operations Director Location: Plymouth Pay: £35,000.00-£45,000.00 per year

 

Benefits:

• Company pension
• Cycle to work scheme
• Free parking
• Life insurance
• On-site parking
• Sick pay

Work Location: In person   View the original Indeed job posting for the Paraplanner opportunity at TFA Trusted Financial Advice in Ashleigh Way, Plymouth PL7 5JX.

Location: Manchester, Cheltenham Salary: £37,723 Specialist Pay may also be included for:

• Level 4 AAT qualification, or
• Part-qualified CCAB (e.g. CIMA Management Level, ACCA Applied Skills, ACA Professional Level, CIPFA Diploma)

Flexible working: due to the sensitive nature of the work, this role is entirely office-based. However, we know how important a healthy work-life balance is, which is why we offer part-time (minimum of four days), and compressed hours, with flexibility around start and finish times. Full time hours are up to 37 hours, depending on location.

 

About us

MI5 keeps the country safe from serious threats like terrorism and attempts by states to harm the UK, its people and way of life. We carry out investigations by obtaining, analysing and assessing intelligence, and then work with a range of partners, including MI6 and GCHQ to disrupt these threats. Through our protective security arm, we provide advice and guidance to government, businesses and other organisations about how to keep themselves safe. A role in MI5 means you’ll do unique and challenging work in a supportive and encouraging environment, making a real difference to UK national security. As a Finance Officer, you’ll play a key part in managing annual expenditure, with the focus of your work shaped by the team you join. In Financial Analysis, you’ll provide insights that help colleagues across the agencies make better decisions. In Financial Accounting and Reporting, you’ll summarise, analyse and detail financial transactions within the UK Intelligence Services. And in Financial Operations, you’ll help us respond and adapt to ever-evolving business needs. Whichever team you join, you’ll support our vital work by overseeing budgets, reviewing spend, and bringing careful judgement to forecast assumptions. You'll also carry out accounting adjustments, from accruals to prepayments, ensuring the accounts always reflect the true position. Day to day, you’ll work closely with colleagues, stakeholders and business partners, helping others understand how to produce forecasts, interpret financial information, and manage their budgets with confidence. There may also be opportunities to take on line management responsibilities. Please note that this role sits within the Finance Capability, and you’ll be expected to remain in this area for a minimum of five years – long enough to really grow into the work and make it your own. To apply, you’ll need demonstrable experience in a similar role and be actively working towards a Level 4 AAT qualification. Alternatively, you’ll hold (or be predicted) a 2:1 or above in a degree in Finance, Accounting, Business or Economics. Just as important as your skills is who you are. You’re collaborative, a problem-solver who’s able to build strong relationships, has a keen eye for detail, and has the drive to contribute to a mission that keeps the UK safe. From the moment you join us, we want you to have all the support you need to continue growing. If you’re still working towards recognised financial qualifications such as AAT, ACCA, or CIMA, we’ll fund your studies. Once qualified, we'll cover your professional membership fees and make sure you stay sharp with ongoing technical development. To help you manage any studies alongside your work, you'll receive a generous paid study leave package tailored to your qualification. You'll also have a dedicated study buddy, regular support from your line manager, and access to a wide range of internal communities, mentoring programmes and peer networks. At MI5 diversity and inclusion are critical to our mission. To protect the UK, we need a truly diverse workforce that reflects the society we serve. This includes diversity in every sense of the word: those with different backgrounds, ages, ethnicities, gender identities, sexual orientations, ways of thinking and those with disabilities or neurodivergent conditions. We therefore welcome and encourage applications from everyone, including those from groups that are under-represented in our workforce such as women, those from an ethnic minority background, people with disabilities and those from low socio-economic backgrounds. Find out more about our culture, working environment and diversity on our website: www.MI5.gov.uk/careers/diversity

 

To find out more about this role, and to apply, please visit our website.

To be eligible to apply, you must be a British Citizen. If you hold dual nationality, of which one component is British, you will nonetheless be considered. Candidates must normally have been resident in the UK for seven out of the last ten years. This is particularly important if you were born outside the UK. You can apply at the age of 17 years, if successful you will not be offered a start date prior to your 18th birthday. Full eligibility details can be found on our website: www.MI5.gov.uk/careers/applying-for-jobs Job Types: Full-time, Part-time, Permanent Pay: £37,723.00 per year

 

Benefits:

• Bereavement leave
• Company pension
• Cycle to work scheme
• Enhanced maternity leave
• Enhanced paternity leave
• Free parking
• On-site parking
• Shuttle service provided
• Sick pay

  Work Location: In person View the original Indeed job posting for the Finance Officer opportunity at Security Service (MI5) in Cheltenham.

Location: The Gherkin, City of London Salary: £37,000 - £45,000 Basic Salary + Performance Bonus Scheme Job Type: Full-Time, Permanent

 

Start Your Career at the Heart of London's Financial District

An exceptional opportunity has arisen for an ambitious graduate looking to launch a career within investment management from one of London's most iconic business locations, The Gherkin. This is not a typical graduate position. You will join a highly respected investment management team, working alongside experienced investment professionals, portfolio managers, and wealth specialists who manage significant client portfolios across a broad range of investment solutions. From day one, you will gain exposure to real investment decisions, portfolio construction, market analysis, client relationship management, and wealth preservation strategies. This role has been designed for graduates who are serious about building a long-term career within the investment industry and who want access to outstanding professional development opportunities. For the right individual, this position offers a clear progression pathway into senior investment management, portfolio management, private wealth management, and client advisory positions.

 

The Role

As a Graduate Investment Management Associate, you will support senior investment professionals in the management and monitoring of client portfolios while developing a comprehensive understanding of financial markets and investment strategies. You will work closely with experienced professionals across multiple departments, gaining valuable insight into portfolio construction, risk management, asset allocation, equities, fixed income securities, alternative investments, and client servicing. This position offers a unique opportunity to learn directly from industry experts whilst building the technical and commercial skills required to become a successful investment professional.

 

Key Responsibilities

• Assist with the monitoring and analysis of investment portfolios • Conduct market research and prepare investment reports • Analyse economic trends, market developments, and investment opportunities • Support client portfolio reviews and performance reporting • Assist with asset allocation and portfolio rebalancing exercises • Produce investment presentations and client documentation • Develop knowledge of equities, bonds, funds, ETFs, and alternative investments • Support investment managers with client meetings and relationship management • Monitor financial news, market events, and economic indicators • Assist with investment due diligence and research projects • Maintain accurate investment records and reporting documentation • Work closely with internal teams across investment management, research, compliance, and client services

 

What We're Looking For

• Degree educated in Finance, Economics, Investment Management, Business, Mathematics, Accounting, or a related discipline • Level 4 Diploma in Financial Advisory or equivalent investment qualification is required • Strong interest in financial markets and investment management • Excellent analytical and problem-solving skills • High level of professionalism and attention to detail • Strong communication and relationship-building abilities • Commercial awareness and desire to build a successful career within investments • Ability to work effectively in a fast-paced professional environment • Strong organisational and time management skills

 

What We Offer

• Competitive salary of £37,000 - £45,000 • Annual performance bonus scheme • Enhanced bonus opportunities from year two onwards based on successful client development and business generation • Private healthcare package • Premium dental and optical cover • Membership to a prestigious City of London gym • Employee wellbeing programme • Hybrid working opportunities following successful completion of onboarding • Generous annual leave entitlement • Pension contribution scheme • Corporate discounts across luxury retail, hospitality, and travel partners • Complimentary refreshments and healthy meals within the office • Structured mentoring programme with senior investment professionals • Professional development support and continued learning opportunities • International travel opportunities to our global offices, including Singapore, Hong Kong, New York, and other key financial centres • Fast-track career progression programme for high-performing graduates

 

Why Apply?

Opportunities of this calibre rarely become available at graduate level. Working from one of London's most recognised business addresses, you will gain invaluable exposure to investment management while building a career within a respected and growing organisation. If you are ambitious, commercially driven, and ready to establish yourself within the investment industry, we would like to hear from you. Applications are now being accepted from graduates looking to begin an exciting and rewarding career in investment management.

“We appreciate that a great Paraplanner may have the skills needed but not yet achieved the qualification level we require. To this end, we would be keen to hear from people who have achieved or are close to achieving QCF 4, are progressing with their development and feel that being a Timebank Paraplanner is an aspiration they can soon achieve. You will be overseen by a Paraplanner but we will still want you to have the confidence to act as critical friends to our clients, and to help them towards their business goals. In return with offer a unique opportunity to work for one of the most innovative employers in the industry, the security of a full PAYE position, the freedom to work from home and the support of excellent technology and administrators.”

 

Managing your expectations:

• Paraplanning is a hard job. Outsourced paraplanning is even harder.
• The first 6 months can feel daunting as you adjust.
• As such, we operate a 6-month probationary period as we try to ease you into this unique working environment.
• Our clients have very different ways of doing things, so you will get exposure to a huge diversity of cases.
• We have very high standards with our clients, so we will encourage you to achieve or excel these standards.
• You will experience unusual cases and run of the mill cases.
• We expect you to take responsibility for your career and we will help you progress at whatever rate suits you best.
• We will pay for exams on success and will pay for appropriate training courses.
• Working in paraplanning is very demanding. Working in outsourced paraplanning is even harder.

 

Initial Remuneration & Benefits:

Starting salaries are determined by a matrix that takes into account both experience and qualifications. Salaries are reviewed annually but are not guaranteed to increase.

• In addition, we provide:
• An auto enrolment pension, including contributions on your behalf.
• Private medical insurance.
• Death in service benefits.
• 238 hours FTE equivalent holiday (including bank holiday) each year.
• Your birthday (or a selected working day) as an additional holiday each year.
• Support with appropriate exams and training courses.
• A flexible working environment.

 

Responsibilities and Duties:

• Acting as a critical friend to financial planners and advisers.
• Maintain good communication and manage relationships with financial planners and advisers.
• Identify and obtain information to allow financial plan to be created.
• Delegate to, educate and learn from other members of the team.
• Collaborate with team members on any areas of development regarding the information obtained to allow financial plan to be created.
• Undertake product research to assist financial planners in creating a financial plan that meets their client objectives.
• Create clear, concise financial planning reports that are technically accurate and compliant.
• Undertake other tasks as part of creating a financial plan:
• Illustrations
• Cash flow reports
• Analysis of current and revised investment strategies
• Maintain CPD.
• Manage your diary with discipline.

 

Qualifications/Skills:

• No minimum requirement for qualifications, although working towards, or achieving Level 4 is desirable.
• Several years of appropriate experience.
• A broad, technical knowledge of financial services products (essential).
• Excellent IT skills including Microsoft Word and Excel (essential), provider platforms, pension profiling and investment research software (desirable).
• Excellent verbal and written communication skills, with attention to detail (essential).
• Able to manage workload and have good self-discipline and take responsibility for actions (essential).
• Follow processes and maintain standards as set out by the business (essential) and its clients (essential).

 

COVID-19 precaution(s):

• Remote interview process
• Virtual meetings

Work remotely

• Yes

Job Types: Full-time, Part-time Pay: £28,000.00-£33,000.00 per year

 

Benefits:

• Additional leave
• Casual dress
• Company events
• Company pension
• Health & wellbeing programme
• Life insurance
• Private medical insurance
• Work from home

 

Application question(s):

• What financial services or financial advice qualifications do you have?
• How many years' experience do you have working in a financial advice business, an insurance company or an investment house?

 

Licence/Certification:

• Financial Services qualifications (CII, LIBF, IFS etc) (required)

Work Location: In person View the original Indeed job posting for the HOME BASED - Trainee Paraplanner at The Timebank in Hereford.

Recognised in the FT Top 100 for six consecutive years, we are a well-established, family-run firm in the East of England, continuing to expand during an exciting period of sustained growth. At Douglas Steers & Company, we are passionate about helping our clients achieve their financial goals through expert wealth and retirement planning. We believe the best client outcomes begin with expert advisers, this is why we invest in structured training, hands-on support, and clear development pathways for our Financial Advisers. We are looking for ambitious individuals who are eager to grow, develop their expertise, and build a long-term career with us. If you are ready to take the next step in your journey, this is an exciting opportunity to join a forward-thinking firm that will invest in your future as much as you invest in ours.

 

The Opportunity:

Trainee Financial Advisor (unqualified) – Base Salary £25k *with potential bonus on successful completion of qualification. Join our immersive 4-month programme designed to set you up for success. You’ll receive financial support throughout your journey, alongside structured coaching, useful training tools and dedicated study time to help you confidently achieve your Level 4 qualification through the LIBF platform (Walbrook Institute). Trainee Financial Advisor (qualified) – Base Salary £36K *Entry requirements: A Level 4 Diploma in Regulated Financial Planning is required. Fast-track your career as a client-facing, qualified IFA. This intensive development programme combines expert coaching, hands-on training, and tailored business support to accelerate your progression. You’ll gain the practical experience and commercial insight required to confidently step into a client advisory position. In your first year of advising, on-target earnings could be up to £100,000 per annum.

 

About you:

You may be seeking a fresh challenge or considering a new career direction within Financial Advice. Perhaps you are ready to begin a new journey that builds on the skills you have developed in previous roles and utilises them into a rewarding career. You will be a confident communicator, comfortable engaging with a wide range of people and skilled in active listening. With strong organisational ability and an adaptable and flexible mindset, you will feel comfortable managing your own workload and diary to meet client needs. You recognise that meaningful growth requires focus, commitment, and careful planning. Most importantly, you have a genuine interest in a career in Financial Planning and the drive and focus to develop into a successful Financial Adviser.

 

Your skillset and experience:

• CII/LIBF Level 4 Diploma (desirable)
• Previous experience in financial services administration, sales or education roles (desirable)
• Strong communication skills
• Demonstrate excellent time management skills, consistently meeting deadlines
• Work well under pressure while maintaining a high standard of work
• Excellent analytical skills with the ability to interpret complex financial data
• Ability to work as part of a team or on their own, using initiative
• Excellent presentation and sales skills
• Proficiency in Microsoft Office Suite and Outlook; particularly Excel
• Hold a UK Driving License and access to a car
• Must be within a commutable distance or willing to relocate for the role

 

Perks at DSC:

• 33 days holiday (including Bank Holidays)
• Christmas closure
• Professional body membership paid for
• Company events
• Matched pension contribution scheme with AVIVA
• Wellbeing support
• Holiday buy/sell scheme
• Private Medical Insurance (after probation period)
• Cycle to Work scheme (after 2 years)
• Birthday off (after 2 years)
• Electric Vehicle Scheme (after 6-months)

 

How to Apply and Interview Process:

Please apply with an up-to-date tailored CV and a cover letter detailing why you meet the requirements and skills set required for this role. Please detail if you hold the Level 4 Diploma in Regulated Financial Planning or if you are working towards the qualification. If you do not hold this qualification, please explain why you are interested in obtaining the qualification and pursuing this career path. Applications that do not include a cover letter will not be considered for the role. This is a competitive application journey with three interview stages: 1 Stage: Telephone Interview and Discussion 2 Stage: Face to face Interview with our HR & Talent Manager 3 Stage: Face to face interview with the Head Advisor and Director We try to provide feedback to unsuccessful candidates, however due to the volume of applications received this may not always be possible. Please note at this time, we are unable to offer sponsorship pathways for a Skilled Worker Visa currently, please consider this in your application.

 

What next?

If you are passionate about helping individuals and families achieve their financial goals, eager to take the next step in your career and believe you have the skills and experience to thrive in this role, we'd love to hear from you! Douglas Steers & Company is an equal opportunity employer and is committed to fostering an inclusive, diverse, and respectful work environment for all employees. Job Type: Full-time Pay: Up to £100,000.00 per year

 

Benefits:

• Company events
• Company pension
• Cycle to work scheme
• Financial planning services
• Health & wellbeing programme

Ability to commute/relocate:

• Colchester CO7 7RS: reliably commute or plan to relocate before starting work (required)

  Application question(s):

• A covering letter is an application requirement for this role. Please see the application details within the job description. Those who do not meet the minimum application requirements will not be considered for the role. Have you added a cover letter?

  Licence/Certification:

• UK Driving License and access to a vehicle (required)

  Work Location: In person View the original Indeed job posting for the Trainee Financial Adviser at Douglas Steers & Company in Tavern House, Station Road, Colchester CO7 7RS.

Job Title: Paraplanner Location: Leicestershire (Hybrid) Salary: £35,000 - £43,000 Are you a friendly, down to earth and client focused Paraplanner looking for a likeminded environment? We’re working with a highly respected firm of Independent Financial Planners based in Birmingham on a flexible hybrid basis. Known for their client-first approach and supportive, collaborative culture, this firm has earned a stellar reputation in the industry - and they’re growing. Following a period of growth, they're looking to add an experienced Paraplanner to their team. You’ll play a key role in supporting their advisers across a wide variety of private and corporate cases, giving you the chance to truly flex your technical knowledge and grow your expertise in a dynamic environment.

 

What you’ll be doing:

• Writing detailed, tailored suitability reports
• Conducting cash flow forecasting and financial analysis
• Researching providers, products, and solutions
• Collaborating with advisers and supporting clients with clarity and care
• Helping deliver holistic, solutions based, high-quality advice in both private client and corporate benefits settings

 

Why join them?

• A generous benefits package including early finish Fridays, 28 days holiday + bank holidays, 4x death-in-service, income protection and 5% pension contributions
• A hybrid and flexible setup that supports work-life balance
• A culture that values collaboration, professional respect, and individuality
• Champions of progression and exam support

 

What we’re looking for:

• Paraplanning experience within a Financial Planning firm
• Level 4 Diploma qualified
• Confident communicator, written and verbal, with a client-focused mindset
• Strong technical knowledge of pensions, investments, and FCA regulations

If you’re looking for a role where your expertise will be valued, your career will be supported, and your work will make a real impact - we’d love to hear from you. INDACWEA Pay: £35,000.00-£43,000.00 per year

 

Benefits:

• Company pension
• Employee discount
• Financial planning services
• Flexitime
• Life insurance
• On-site parking
• Work from home

Work Location: Hybrid remote in Leicester (Leicestershire) View the original Indeed job posting for the Paraplanner at Capio Recruitment in Leicester.

Job Title: Paraplanner Industry: Financial Services Location: Liverpool Salary: Up to £40,000 + Annual Bonus Scheme Job Ref: 10321 Job Description: Paraplanner Recruit UK is working on an excellent opportunity for a Paraplanner in Manchester to join a well established UK Independent Financial Advice firm. The successful candidate will be working with the Regional Paraplanning team, the key purpose of the role is to provide comprehensive paraplanning support to their Independent Financial Advisers. You will be responsible for researching, analysing and compiling financial planning reports in conjunction with your advisers, ensuring compliance with both internal and external business quality standards. You will be supported by an experienced team of financial administrators.

 

What your day to day will look like: Paraplanner

• Carrying out research into clients’ current and proposed financial planning arrangements to ensure their needs and objectives are fully met.
• Performing detailed investment portfolio analysis, including assessing asset allocation in line with each client’s stated risk profile.
• Preparing investment, pension, and protection illustrations, along with projections and supporting documentation.
• Producing clear, accurate, and technically sound suitability reports and client service agreement letters.
• Maintaining client files in line with FCA regulations and internal policies and procedures.

 

 

What’s in it for you: Paraplanner

• Basic salary £40,000 (dependent on experience)
• Bonus paid annually
• Hybrid working – 3 days home, 2 days office
• 25 days holiday + BH and your birthday off.
• Cycle to work scheme
• Paid volunteer days
• Career progression
• Professional support / training
• Study support (level 4 diploma)

 

Skills and experience required: Paraplanner

• Paraplanning Experience
• Part Diploma (Level 4) qualified considered
• 2 years Financial Services experience

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established UK IFA firm in Liverpool on a Paraplanner role.

 

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Job Types: Full-time, Permanent Pay: £35,000.00-£40,000.00 per year

 

Benefits:

• Additional leave
• Company events
• Company pension
• Cycle to work scheme
• On-site parking
• Work from home

Work Location: Hybrid remote in Liverpool View the original Indeed job posting for the Paraplanner at Recruit UK in Liverpool Hybrid work.

Job Title: Paraplanner Location: Lytham Contract: Full-time, Permanent Hours: 37.5 hours per week Salary: Up to £50,000 (DOE) Countrywide Financial Solutions is a reputable and long-established firm based in Lytham, serving both personal and corporate clients throughout the UK. Due to continued growth and success, we are seeking to appoint an experienced Paraplanner to join our team. Paraplanners are integral to our business. We are committed to providing high-quality financial advice and services to our clients, ensuring they receive expert support with their financial planning needs. The ideal candidate will be motivated and driven, with the ability to manage their own workload and work to deadlines. Previous experience as a Paraplanner is essential and having the Level 4 Diploma in Financial Planning or equivalent is advantageous. In return you will receive a competitive salary (dependent on experience) and benefits package together with the opportunity for hybrid working to ensure a greater work life balance.

 

Job Description:

• Research: Support advisers with research of financial products and funds, conduct technical research on existing and new products.
• Report Preparation: Prepare detailed suitability reports to provide clear and compliant recommendations for clients.
• Client Service: Build and nurture strong client relationships, responding to enquiries and providing valuable support.
• Record Keeping: Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation.
• Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance.
• Industry Knowledge: Stay informed about industry trends, regulatory changes and new financial products.
• Team Collaboration: Work closely with financial advisors and administrative team members to deliver exceptional client outcomes

 

Requirements:

• Experience: Minimum of 2 years proven experience in a paraplanning role or similar, writing complex and detailed reports.
• Qualifications: Level 4 Diploma in Financial Planning (or equivalent) or working towards is essential.
• Technical Skills: Strong technical knowledge of pensions/retirement planning, investments, tax planning and regulation within the financial services industry.
• Communication Skills: Excellent written and verbal communication skills with the ability to explain complex financial concepts in an accessible manner.
• Attention to Detail: Excellent attention to detail and organisational skills in all aspects of the role, including multitasking and time management.
• Team Player: Ability to work collaboratively within a team.
• Regulatory Knowledge: A solid understanding of industry standards with a commitment to continuous learning and a proactive approach to developing and applying new skills.
• Proficient in Microsoft Office: High level of competency using Microsoft Office products including Word, Excel and Outlook.

We appreciate your interest in joining us. If you have not heard back within two weeks of submitting your CV, please assume that your application has not been successful on this occasion. Job Type: Full-time Pay: Up to £50,000.00 per year Work Location: Hybrid remote in Lytham St. Annes FY8 5EP View the original Indeed job posting for the Experienced Paraplanner at Countrywide Financial Solutions in Lytham St Annes FY8 5EP.

 

Why this role stands out

 

What you’ll need

 

What’s on offer

Job Title: Financial Advisor Location: Cambridge/Stansted Basic Salary: Up to £85,000 + Bonus Hours: Mon - Fri - 9am - 5.30pm - core hours to suit Please Note: We ask that only candidates who meet the essential skills and experience outlined in this advert, to apply. Applications that do not meet the criteria will not be considered.  

About our client and the role:

Swarm Recruitment are pleased to be partnered with an Independent Wealth Management firm to support their recruitment of an experienced Financial Advisor. They specialise in delivering highly personalised financial planning to individuals, families and business owners. The firm is known for its relationship-led approach, taking the time to truly understand clients’ ambitions and provide tailored, long-term advice, underpinned by a strong commitment to integrity, professionalism and exceptional client service. We are seeking a professional Advisor who delivers a warm, organised and reassuring advisory experience, producing thoughtful and well-reasoned planning outputs and recommendations. The role involves working closely with a Senior Chartered Adviser, supporting an established client portfolio that you will take on and manage independently over time. You will demonstrate advanced judgement, strong technical expertise and professional leadership, while actively contributing to firm growth through client advocacy and the development of meaningful professional relationships. A thorough understanding of, and strict adherence to, all relevant regulatory requirements is essential at all times. This is an excellent opportunity to join a company who offers a collaborative and highly supportive working environment. You will be based primarily in the Stanstead office but may be required to travel to the Cambridge office, so location is key.  

Salary & Benefits:

• Basic Salary: £55,000 - £85,000 DOE
• Discretionary Annual Bonus
• Collaborative and supporting working environment
• 23 days + BH’s
• An extra day off on your Birthday
• Discretionary Christmas office closure
• Support for undertaking professional exams - financial and study support days
• Pension Contribution - 5%
• Private Medical Insurance, Medical Cash Plan, Income Protection - after probation
• Employee Assistant Programme
• Parking
• Monthly team breakfasts

 

Working Hours & location:

• 9am - 5.30pm - flexibility to work set tailored hours
• Hybrid working: 2 days at home and 3 in the office
• Cambridge and Stansted working location

 

Essential Experience:

• A Minimum of 5 years’ Advisor, Senior Paraplanner or Assistant Advisor experience Diploma Level 4 in Financial Planning
• Professional, Assured and confident with excellent relationship building skills
• Excellent written and verbal communication skills
• Demonstrated expertise in lifetime cashflow modelling, tax planning, and intergenerational wealth strategies
• Strong technical and investment knowledge
• Strong analytical skills with expertise in financial forecasting.
• Collaborative leadership approach that enhances team cohesion and capability.

 

Desirable Experience

• Level 6 qualified/Chartered Status, or working towards
• Experience dealing with High Net Worth (HNW) clients

 

Role Responsibilities:

• Lead client relationships providing clear, reassuring guidance.
• Run planning reviews, onboarding, and complex advice meetings.
• Translate planning outputs into clear insights and long-term perspective.
• Mentor developing advisers through example, communication, and high standards.
• Lead development and interpretation of financial plans, including cash-flow, scenario, and estate analysis.
• Provide expert insight on assumptions, risk, tax, and long-term implications.
• Support intergenerational planning and wealth transfer decisions.
• Ensure plans align with clients’ values and long-term goals.
• Proactively monitor portfolio suitability and flag required changes.
• Collaborate with Advisers, Client Managers, Paraplanners, and Operations to deliver a high-quality client experience.

By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested. Job Types: Full-time, Permanent Pay: £55,000.00-£85,000.00 per year

 

Benefits:

• Company pension
• Cycle to work scheme
• Health & wellbeing programme
• On-site parking
• Private medical insurance

Work Location: Hybrid remote in Stansted (Essex, East of England Region)   View the original Indeed job posting for the Independent Financial Advisor at Swarm Recruitment in Stansted.

Junior Paraplanner Manchester Area (Hybrid – 2 Days WFH) Salary up to £34,000 + Bonus An excellent opportunity has arisen for a Junior Paraplanner to join a growing firm of Financial Advisers. This role is ideal for someone looking to develop their technical knowledge and build a long-term career within paraplanning, with exposure to a wide range of financial planning areas.

 

The Role

You will support Financial Advisers in delivering tailored financial solutions to clients, assisting with research, report writing, and the overall advice process. This is a fantastic opportunity to gain hands-on experience and develop into a more technical paraplanning position over time.

 

Key Responsibilities

• Provide technical, research, and administrative support to advisers
• Assist in the production of detailed and compliant suitability reports
• Gather and interpret client information to support financial planning strategies
• Maintain accurate and compliant client records
• Liaise regularly with advisers to provide case updates
• Support client communications, including handling calls professionally
• Prioritise workload to meet deadlines
• Assist with general administrative duties as required

 

About You

• Some knowledge of financial planning areas including pensions, investments, and protection
• Strong interest in compliance and regulatory standards
• Excellent communication and interpersonal skills
• Good understanding of the financial planning process
• Strong attention to detail and report writing ability
• Proficient IT skills
• Ability to manage workload independently and as part of a team
• Working towards (or keen to start) Level 4 Diploma in Financial Planning

 

What’s on Offer

• Basic salary £28,000 – £34,000 (dependent on experience)
• Up to 15% performance-related bonus
• Hybrid working (2 days from home)
• 25 days holiday + bank holidays
• Birthday off
• Company pension contribution
• Free onsite parking
• Flexible medical package

 

Why Apply?

This is a fantastic opportunity for an aspiring paraplanner to join a firm that offers structured development, hands-on experience, and clear progression within financial services. Apply today via NJR Recruitment or call quoting the reference NJR16629 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you. #ADM Pay: £32,000.00-£34,000.00 per year

 

Application question(s):

• Have you obtained some of the CII / CIS exams?
• Do you have 18 months+ experience working for a firm of Financial Planners?

Work Location: In person View the original Indeed job posting for the Junior Paraplanner at NJR RECRUITMENT LTD in Manchester.

The Trainee Investment Manager Scheme is designed to support individuals from a wide range of backgrounds who aspire to build a career in private client investment management. This structured three-year programme provides a comprehensive foundation, combining hands-on experience with professional development and formal qualifications required to progress into an Investment Manager role. As a Trainee Investment Manager, you will work closely with experienced colleagues, supporting the team across a broad range of administrative, analytical, and client-focused activities. Your responsibilities will develop over time in line with your learning and confidence. You will be encouraged to take initiative, ask questions, and contribute positively to team objectives as your capability grows. Continued employment within the programme is dependent on successfully achieving the following qualifications within the required timeframes: i) CISI Level 4 (Investment Advice Diploma) – all three papers passed within the first six months. ii) CISI Level 7 (Chartered Wealth Manager) – completed within the subsequent 30 months.

 

Key Responsibilities

• Develop into an effective, proactive, and collaborative member of the team. • Build a strong understanding of RJWM’s systems, processes, and operational workflows. • Provide high-quality administrative support while identifying opportunities to improve efficiency and ways of working. • Gain a full understanding of the end-to-end process for opening, maintaining, and servicing client accounts. • Communicate professionally and respectfully with clients, registrars, intermediaries, and other external stakeholders. • Develop knowledge of the products and services available to support clients’ needs. • Build commercial awareness and an understanding of the wider financial services environment. • Commit to continuous learning and successfully complete the CISI Wealth Manager qualification pathway.

 

Knowledge, Skills & Attributes

• Clear, confident written and verbal communication skills. • Strong organisational skills and the ability to manage multiple priorities effectively. • Proactive and self-motivated, with a willingness to learn and take ownership of tasks. • Able to work accurately under pressure while meeting deadlines and maintaining attention to detail. • A supportive and adaptable team player, comfortable working with different individuals and styles. • Evidence of leadership potential, demonstrated through academic, professional, community, or extracurricular activities. • Flexible and resilient, with enthusiasm for a role that grows and evolves over time. • A positive, inclusive, and solution-focused mindset.

 

Qualifications & Experience

Required: • A university degree or equivalent qualification. Preferred: • Relevant industry qualifications (e.g. Investment Operations Certificate). • Experience in financial services, professional services, or a client-focused environment.

 

Information Provider

• This role is classified as an Information Provider under MiFID II Regulations (i.e. an individual who provides information on behalf of Charles Stanley about financial instruments, investment services and/or ancillary services to clients). • Information Providers must demonstrate appropriate knowledge and competence, including a minimum of six months’ experience in role. Once assessed as competent, Information Providers are subject to an Annual Reassessment of Competence. • Ongoing competence must be maintained through an annual programme of continuous professional development (CPD).

 

Demonstrating Our Values

• We put clients first – doing what is right for clients underpins our long-term success. • We act with integrity – we prioritise honesty, fairness, and doing the right thing, even when it is not the easiest option. • We think long term – we act responsibly to build a strong, stable firm for clients, colleagues, and shareholders. • We value independence – we respect individuality, welcome diverse perspectives, and encourage collaboration and innovation. This role operates within the First Line of Defence, with accountability for identifying, assessing, controlling, and mitigating risks within the individual’s business area. At Raymond James, we are committed to the highest standards of integrity, professionalism, and ethical conduct in line with FCA expectations. All employees are expected to act with honesty, transparency, and respect, making decisions that support the best interests of clients and the integrity of the financial system. Adherence to the FCA Conduct Rules is a regulatory requirement and a core part of our culture. Raymond James is an equal opportunities employer. We actively welcome applications from everyone and are committed to building an inclusive workplace where difference is valued. Recruitment decisions are made based on skills, experience, and potential, regardless of age, gender identity, ethnicity, sexual orientation, disability, religion, or belief   View the original Indeed job posting for the Trainee Investment Manager at Charles Stanley in Leed.