Financial Services jobs

• Harrogate
• £44000 - £47000 per annum + Bonus
• Posted 6 days ago

Due to internal promotion, I am assisting a highly reputable Financial Planning business who require a Senior Paraplanner to join their team in Harrogate. The business offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the ...

• Harrogate
• £38000 - £40000 per annum + Bonus
• Posted 6 days ago

Due to internal promotion, I am assisting a highly reputable Financial Planning business who require a Paraplanner to join their team in Harrogate. The business offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the parapla...

• Knutsford
• £35000 - £45000 per annum
• Posted 6 days ago

My client is currently looking for an experienced Paraplanner in Knutsford. What will you be doing? Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners Ensuring that the preparation of advice...

• Bristol
• £35000 - £45000 per annum + Bonus
• Posted 9 days ago

I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year. The business local to Bristol...

• Glasgow
• £40000 - £45000 per annum
• Posted 14 days ago

This is an exciting opportunity to join a forward-thinking Wealth Planner and Mortgage Advisor as a Mortgage Paraplanner, supporting and playing a key role in delivering seamless, client-focused financial solutions. This established, whole-of-market firm prides itself on providing tailored, unbia...

• Glasgow
• £45000 - £55000 per annum + Excellent benefits package
• Posted 14 days ago

Idex Consulting have an exciting opportunity for a Paraplanner to join an IFA based in Glasgow who provide a personal, independent and bespoke wealth management service to high net worth clients. If you are looking to join a vibrant business with many promotional opportunities this would be an am...

• Edinburgh
• £32000 - £40000 per annum
• Posted 14 days ago

Purpose Working closely with 2-3 Advisers within the group supporting them with their workloads and the day to day activities and ongoing support for both new and existing clients. Responsibilities Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings,...

• London
• £45000 - £55000 per annum
• Posted 18 days ago

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities on a 12 month FTC. The office is based in London but would only require 1 day per week in the office and t...

• Merseyside
• £40000 - £45000 per annum
• Posted 20 days ago

My client is currently looking for a Paraplanner to join their team in Southport. The role of the Paraplanner is to support the advisors with the design, construction and delivery of exceptional advice and recommendations to meet our client's goals. They are responsible for managing all Client Re...

• Hertfordshire
• £45000 - £65000 per annum
• Posted 20 days ago

A superb opportunity has become available for an experienced Paraplanner in the Hertfordshire area to join a growing and highly regarded IFA. They are looking for an individual that holds their level 4 diploma as a minimum and ideally working towards their advanced qualifications and has strong e...

• Aberdeen
• £30000 - £45000 per annum
• Posted 24 days ago

A new opportunity has arisen for a Paraplanner for a successful IFA based in Aberdeen. The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role. Responsibilities: Support the Financial Planners to enable the achieveme...

• Manchester
• £35000 - £45000 per annum
• Posted 24 days ago

My client is currently looking for an experienced Paraplanner to join their team in South Manchester. Principal Accountabilities Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients...

• Wirral
• Negotiable
• Posted 24 days ago

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Newcastle based team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024. Duties include; Preparing pre-approval d...

• Falkirk
• Negotiable
• Posted 27 days ago

An expanding financial advice group require a Paraplanner to join their team in Falkirk. My clients offers a flexible working platform that supports progression with your career. Preparing pre-approval documentation prior to report writing Utilising technology to produce accurate solutions for cl...

• Aberdeen
• £35000.00 - £38000.00 per annum + benefits
• Posted about 1 month ago

This role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function. Your duties will include but will not ...

• London
• £75000 - £85000 per annum
• Posted about 1 month ago

An opportunity to head a Paraplanning team of a National Business due to continued growth and expansion. My client is a leading national advice and wealth management business delivering holistic and hybrid advice with market leading investment solutions. Ideally, you will be an experienced Parapl...

• London
• £75000 - £85000 per annum
• Posted about 1 month ago

An opportunity to head a Paraplanning team of a National Business due to continued growth and expansion. My client is a leading national advice and wealth management business delivering holistic and hybrid advice with market leading investment solutions. Ideally, you will be an experienced Parapl...

• Edinburgh
• £25000 - £35000 per annum
• Posted about 1 month ago

A really exciting opportunity has arisen for a Trainee Paraplanner within this exciting large IFA business based in Edinburgh. You must have some experience in the IFA Industry and be working towards your diploma in financial services. The role will involve: Report writing for a variety of financ...

• Aberdeen
• £38000 - £45000 per annum + benefits package
• Posted about 1 month ago

We are looking for an experienced Paraplanner to join a well-established Independent Financial Adviser firm based in Aberdeen. The purpose of this role is to support the Financial Planners through the efficient management and administration of client recommendations and the review process. As a P...

• Glasgow
• £45000.00 - £500000.00 per annum + Excellent benefits package
• Posted about 2 months ago

An new and exciting opportunity has arisen due to expansion of this busy IFA practice for a senior Paraplanner. If you have inspirations of becoming an adviser you will be able to join the companies Trainee Adviser programme after 1 year. Your role as a senior paraplanner will be: To provide tech...