Paraplanner jobs

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

OVERALL SUMMARY To be part of the paraplanning team where you will support Advisers, and clients, in the advice giving process with suitability reports, product research and technical analysis RESPONSIBILITIES Discuss client objectives with the Adviser during debrief. Identify any shortfalls in c...

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

OVERALL SUMMARY To be part of the paraplanning team where you will support Advisers, and clients, in the advice giving process with suitability reports, product research and technical analysis RESPONSIBILITIES Discuss client objectives with the Adviser during debrief. Identify any shortfalls in c...

• Sunderland
• £33000 - £35000 per annum
• Posted 3 days ago

We're on the lookout for experienced Paraplanners to join one of our prominent national financial planning partners based in Sunderland. If you're passionate about delivering high-quality financial planning support and ready to grow within a forward-thinking and inclusive firm, this could be the ...

• Sunderland
• £40000 - £45000 per annum
• Posted 3 days ago

A leading financial advisory business are looking to hire an experienced Paraplanner to join their team in Sunderland for a paraplanning Team Leader role. Whilst continuing as a hands-on Paraplanner, this is an excellent opportunity for somebody looking to continue or step up into a more leadersh...

• Cheltenham
• £45000 - £60000 per annum
• Posted 3 days ago

I'm currently partnered with a bespoke financial planning firm, who are looking for a Senior Paraplanner to join their team in Cheltenham. This company holds an outstanding reputation, which sets it apart from their competition on the market. The company have offices situated all over the country...

• London
• £37000 - £45000 per annum + benefits package
• Posted 3 days ago

Are you a detail-driven Paraplanner with a passion for supporting IFA's to deliver exceptional financial advice? Do you thrive in a collaborative and fast-paced environment? If so we're looking for an experienced Paraplanner to join an expert team in London. About the Role As a Paraplanner, you'l...

• Perth
• £45000 - £54000 per annum + benefits package
• Posted 7 days ago

Our client a leading provider of independent financial advice with offices based in Edinburgh, Glasgow, Aberdeen and Perth is seeking an experienced Paraplanner to join them. As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variet...

• Aberdeen
• £45000 - £54000 per annum + benefits package
• Posted 7 days ago

Our client a leading provider of independent financial advice with offices based in Edinburgh, Glasgow, Aberdeen and Perth is seeking an experienced Paraplanner to join them. As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variet...

• Glasgow
• £45000 - £54000 per annum + benefits package
• Posted 7 days ago

Our client a leading provider of independent financial advice with offices based in Edinburgh, Glasgow, Aberdeen and Perth is seeking an experienced Paraplanner to join them. As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variet...

• Edinburgh
• £45000 - £54000 per annum + benefits package
• Posted 7 days ago

Our client a leading provider of independent financial advice with offices based in Edinburgh, Glasgow, Aberdeen and Perth is seeking an experienced Paraplanner to join them. As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variet...

• Bristol
• £45000 - £55000 per annum + Bonus
• Posted 8 days ago

I'm currently working with a highly regarded and long-established independent wealth management firm in Bristol, who are looking to appoint both a Senior Paraplanner and a Mid-Level Paraplanner to join their growing team. This business is known for its outstanding reputation and genuine commitmen...

• Birmingham
• £35000 - £45000 per annum + benefits package
• Posted 9 days ago

We're looking for an experienced Paraplanner to join a forward-thinking and supportive financial planning team based in Birmingham. This is a great opportunity to play a key role in delivering high-quality advice support while working in a collaborative, client-focused environment. This role offe...

• Borehamwood
• £35000 - £40000 per annum + Bonus
• Posted 16 days ago

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Reading or Borehamwood offices! Part qualified individuals will be considered. This will be a hybrid working opportunity once training has been completed seeing you WFH twice a week. This is a contin...

• Reading
• £35000 - £40000 per annum + Bonus
• Posted 16 days ago

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Reading or Borehamwood offices! Part qualified individuals will be considered. This will be a hybrid working opportunity once training has been completed seeing you WFH twice a week. This is a contin...

• Harrogate
• £44000 - £47000 per annum + Bonus
• Posted 24 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 24 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...

• Edinburgh
• £32000 - £40000 per annum
• Posted about 1 month 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,...

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