Financial Services jobs

• Perth
• £45000 - £55000 per annum + benefits package
• Posted 1 day ago

Award-winning Chartered Financial Planning Firm who provide a flawless financial planning service are looking for an exceptional Paraplanner Manager to join their team in Perth. Role Overview: As a Paraplanner Manager, you will oversee and manage a team of Paraplanners to ensure the delivery of a...

• Aberdeen
• £35000.00 - £38000.00 per annum + benefits
• Posted 2 days 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 ...

• Chester
• £40000 - £45000 per annum
• Posted 2 days ago

A national Wealth Management firm are on the lookout for a diploma qualified Paraplanner to join their busy team. Reporting to either the Chester or Newcastle based offices, the role will be a home-base contract, with an expectation of being available to visit the offices up to twice per month, a...

• Newcastle upon Tyne
• £40000 - £45000 per annum
• Posted 2 days ago

A national Wealth Management firm are on the lookout for a diploma qualified Paraplanner to join their busy team. Reporting to either the Chester or Newcastle based offices, the role will be a home-base contract, with an expectation of being available to visit the offices up to twice per month, a...

• Edinburgh
• £25000 - £35000 per annum
• Posted 8 days 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 10 days 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...

• Cardiff
• £40000 - £45000 per annum
• Posted 15 days ago

I'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for 1.5 years. This company holds an outstanding reputation, which sets it apart from their competition on the market. The company have an o...

• Manchester
• £40000 - £48000 per annum
• Posted 17 days ago

My client is a chartered wealth management practice in Manchester City centre. They are currently looking for an experienced paraplanner to join their team. Provide paraplanning support to Financial Planners and Directors Prepare reports and recommendations in line with client needs, Financial Pl...

• Stockport
• £38000 - £45000 per annum + benefits package
• Posted 20 days ago

My client is currently looking for an experienced Paraplanner to join their firm in Stockport. THE ROLE Supporting Consultants in preparing accurate financial plans and suitability reports. Supporting the Consultants in research and analysis to meet client needs and objectives. To provide support...

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

My client is chartered financial planning business that has been providing financial planning and investment advice since the mid 90s. They are currently looking for an experienced Paraplanner to join their team in Wilmslow. The successful candidate will support the financial planners whilst havi...

• Wirral
• Negotiable
• Posted 23 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...

• Edinburgh
• £40000 - £55000 per annum
• Posted 23 days ago

A new opportunity has arisen for a Paraplanner for a successful IFA firm based in Edinburgh. The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role. Responsibilities: Liaise closely with Financial Planners to gather...

• Glasgow
• £45000.00 - £55000.00 per annum + flexible working
• Posted 23 days ago

Paraplanner (mostly remote - travel required to offices in Scotland once/twice a month) An exciting opportunity has arisen for an experienced Paraplanner for a well-known chartered financial planning firm. You will have the chance to work in a close-knit, supportive team and you will be rewarded ...

• Chester
• £40000 - £45000 per annum + Benefits + Bonus
• Posted 24 days ago

A national wealth management firm are on the lookout for a diploma qualified Paraplanner to join their busy team. Reporting to the Chester Office, this role will be a home-base contract but with the expectation of being available to visit the office twice a month, and so the successful candidate ...

• Glasgow
• £30000.00 - £40000.00 per annum + Bonus
• Posted 24 days ago

National Financial Planning business is looking to expand their Paraplanning team. This is an excellent position where you will support Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literatu...

• Altrincham
• £35000.00 - £40000.00 per annum
• Posted about 1 month ago

My client is an award winning financial planning practice near Altrincham. They have been specialising in providing high-quality financial planning advice to business owners, professionals, and high net worth individuals. Due to their continued expansion, they are looking to recruit an additional...

• Reading
• Negotiable + Bonus
• Posted about 1 month ago

I'm currently partnering with a leading Advisory group who require a Paraplanner to join their team in Reading. 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 Reading offers ...

• Wales
• Negotiable + Bonus
• Posted about 1 month ago

I'm currently partnered with a leading IFA group who require a Paraplanner to join their team in Rhondda Cynon Taff. 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 Rhondda Cy...

• Edinburgh
• £55000 - £60000 per annum
• Posted about 1 month ago

A very exciting position has just arisen at this National Wealth Management Firm with a large base in Glasgow and Edinburgh. Management of Paraplanning support across a number of Practices delivering high quality technical and report writing services to Advisers. In this role, you will also be re...

• Glasgow
• £55000 - £60000 per annum
• Posted about 1 month ago

A very exciting position has just arisen at this National Wealth Management Firm with a large base in Glasgow and Edinburgh. Management of Paraplanning support across a number of Practices delivering high quality technical and report writing services to Advisers. In this role, you will also be re...