Grove Talent Solutions jobs

Job Title: Senior Paraplanner Location: Stokenchurch (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities - Produce comprehensive, compliant financial planning reports for advisers to present to clients - Conduct technical research on products, providers, and planning solutions - Support advisers with client reviews, queries, and ongoing servicing requirements - Act as a point of contact for day-to-day client and adviser support queries - Prepare client review packs and obtain illustrations as required - Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements - Previous experience within a Financial Advice / Wealth Management firm - Strong paraplanning and report-writing experience is essential - Diploma in Financial Planning or Equivalent - Highly organised with the ability to manage and prioritise workloads effectively - High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits - Hybrid Working Available - Competitive Bonus Scheme - Support and funding for professional industry qualifications - Up to 30 days annual leave with holiday purchase (plus bank holidays) - Excellent Training and Development Support - Life assurance and pension scheme - Clear progression opportunities, including the option to progress into an Adviser role

Job: Financial Planning Administrator Location: Rothwell, Leeds Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities - Processing new business applications - Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs - Arranging client meetings and managing Advisers' diaries - Completing portfolio illustration requests - Providing comprehensive back-office support - Ensuring all financial planning administration is completed in line with company procedures - Corresponding with clients in both written and verbal formats - Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements - Previous experience working within a Financial Planning firm (essential) - CII Level 3 qualification in Financial Administration preferred (training support available) - Working knowledge of Intelligent Office (IO) and platform experience would be advantageous - Strong ability to manage and prioritise workloads effectively - Excellent communication, planning, and organisational skills - Strong analytical and problem-solving abilities Benefits - Professional industry exams and study supported - 25 days' holiday and ability to purchase more holiday - Annual salary reviews - Life assurance and pension

Job Title: Paraplanner Location: Cambridge (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A well-established, forward-thinking Independent Financial Planning firm is seeking an experienced Paraplanner to strengthen its technical team. This is a great opportunity for a technically skilled individual who enjoys working collaboratively alongside Financial Advisers in a supportive and team-focused environment. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities - Produce comprehensive, compliant financial planning reports for advisers to present to clients - Conduct technical research on products, providers, and planning solutions - Support advisers with client reviews, queries, and ongoing servicing requirements - Act as a point of contact for day-to-day client and adviser support queries - Prepare client review packs and obtain illustrations as required - Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements - Previous experience within a Financial Advice / Wealth Management firm - Strong paraplanning and report-writing experience is essential - Diploma in Financial Planning (or working towards) is desirable, though not essential. - Highly organised with the ability to manage and prioritise workloads effectively - High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits - Hybrid Working Available - Competitive Bonus Scheme - Support and funding for professional industry qualifications - Up to 30 days annual leave with holiday purchase (plus bank holidays) - Excellent Training and Development Support - Life assurance and pension scheme - Clear progression opportunities, including the option to progress into an Adviser role

Job: Financial Planning Administrator Location: Stockbridge, Winchester Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities - Processing new business applications - Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs - Arranging client meetings and managing Advisers' diaries - Completing portfolio illustration requests - Providing comprehensive back-office support - Ensuring all financial planning administration is completed in line with company procedures - Corresponding with clients in both written and verbal formats - Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements - Previous experience working within a Financial Planning firm (essential) - CII Level 3 qualification in Financial Administration preferred (training support available) - Working knowledge of Intelligent Office (IO) and platform experience would be advantageous - Strong ability to manage and prioritise workloads effectively - Excellent communication, planning, and organisational skills - Strong analytical and problem-solving abilities Benefits - Professional industry exams and study supported - 25 days' holiday and ability to purchase more holiday - Annual salary reviews - Life assurance and pension

Job Title: Paraplanner Location: Rothwell, Leeds (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities - Produce comprehensive, compliant financial planning reports for advisers to present to clients - Conduct technical research on products, providers, and planning solutions - Support advisers with client reviews, queries, and ongoing servicing requirements - Act as a point of contact for day-to-day client and adviser support queries - Prepare client review packs and obtain illustrations as required - Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements - Previous experience within a Financial Advice / Wealth Management firm - Strong paraplanning and report-writing experience is essential - Diploma in Financial Planning (or working towards) is desirable, though not essential. - Highly organised with the ability to manage and prioritise workloads effectively - High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits - Hybrid Working Available - Strong Bonus Scheme - Support and funding for professional industry qualifications - Up to 30 days annual leave with holiday purchase (plus bank holidays) - Excellent Training and Development Support - Life assurance and pension scheme - Clear progression opportunities, including the option to progress into an Adviser role

Job: Financial Planning Administrator Location: Droitwich Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities - Processing new business applications - Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs - Arranging client meetings and managing Advisers' diaries - Completing portfolio illustration requests - Providing comprehensive back-office support - Ensuring all financial planning administration is completed in line with company procedures - Corresponding with clients in both written and verbal formats - Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements - Previous experience working within a Financial Planning firm (essential) - CII Level 3 qualification in Financial Administration preferred (training support available) - Working knowledge of Intelligent Office (IO) and platform experience would be advantageous - Strong ability to manage and prioritise workloads effectively - Excellent communication, planning, and organisational skills - Strong analytical and problem-solving abilities Benefits - Professional industry exams and study supported - 25 days' holiday and ability to purchase more holiday - Annual salary reviews - Life assurance and pension

Job Title: Paraplanner Location: Kettering (Hybrid Working) Salary: £35,000 - £45,000, Negotiable depending on experience About the Company A highly technical, independent financial planning practice based in Kettering, providing bespoke wealth management and financial planning advice to private clients, business owners, professionals and retirees. They focus on delivering exceptional client outcomes through long-term relationships, technical excellence and outstanding service. As the business continues to grow, they are now seeking an experienced and motivated Paraplanner to support the advisers and play a key role in delivering high-quality financial planning recommendations. The Opportunity A fantastic opportunity has arisen for a technically skilled and detail-oriented Paraplanner to join a collaborative and forward-thinking team. The role involves researching financial solutions, preparing suitability reports and working closely with advisers throughout the advice process. Given the development at the firm, there is an opportunity for this role to develop towards advising in a couple of years' time, if desired. Key Responsibilities - Produce and package financial reports for a variety of Pensions, and Investment products. - Conduct financial analysis by reviewing client income, assets, liabilities, and financial goals - Create and compile reports, illustrations and fund research. - Answer technical queries and liaise with clients as and when needed. - Perform cash flow modelling and maintain up-to-date knowledge of products and platforms. Qualifications & Experience: - Diploma qualified (or significant progress made towards this) - Previous experience as a Paraplanner or a similar role in a financial planning firm. - Strong understanding of financial products, platforms, and compliance requirements. - Strong problem-solving abilities and attention to detail. - Proficiency in financial planning software and tools. Some of the Benefits - 25 Days Holiday + Bank Holidays - Full CII Exam and membership support - Opportunity to develop towards advising in the future - Hybrid Working (After probation) - 5 % Pension

Job Title: Paraplanner Location: Rotherham (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities - Produce comprehensive, compliant financial planning reports for advisers to present to clients - Conduct technical research on products, providers, and planning solutions - Support advisers with client reviews, queries, and ongoing servicing requirements - Act as a point of contact for day-to-day client and adviser support queries - Prepare client review packs and obtain illustrations as required - Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements - Previous experience within a Financial Advice / Wealth Management firm - Strong paraplanning and report-writing experience is essential - Diploma in Financial Planning (or working towards) is desirable, though not essential. - Highly organised with the ability to manage and prioritise workloads effectively - High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits - Hybrid Working Available - Support and funding for professional industry qualifications - Up to 30 days annual leave with holiday purchase (plus bank holidays) - Excellent Training and Development Support - Life assurance and pension scheme - Clear progression opportunities, including the option to progress into an Adviser role