Paraplanner jobs

• Birmingham
• £38000 - £42000 per annum
• Posted about 11 hours ago

A national financial advice firm is looking for a Paraplanner to join their growing team. This role will provide paraplanning support to Planners, ensuring high levels of client service and compliance are delivered. Key Accountabilities Include Preparing client files and client reviews Building c...

• Bracknell
• £35000 - £42000 per annum
• Posted 2 days ago

An opportunity has become available for a Paraplanner in the Bracknell area to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. They are looking for an individual that holds their level 4 diploma (or close to) a...

• Merseyside
• £40000.00 - £48000.00 per annum + benefits package
• Posted 4 days ago

My client is currently looking for an experienced Paraplanner to join their team in Southport. The successful candidate will support the advisors with the design, construction and delivery of exceptional advice and recommendations to meet their client's goals. You will responsible for managing al...

• Manchester
• £38000.00 - £45000.00 per annum
• Posted 4 days ago

My client is a well-established financial advisory business in Manchester and they are currently looking for an experienced Paraplanner to join their team. This is an excellent opportunity for a career minded individual to join a rapidly growing team and support the business in its next stage of ...

• Cardiff
• Bonus
• Posted 8 days ago

I'm currently partnered with a leading IFA group who require a Paraplanner to join their team in Cardiff. 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. Responsibilities include: Preparing pre-app...

• Gloucestershire
• £50000 - £55000 per annum + Benefits
• Posted 11 days ago

I'm currently looking for a Paraplanner Manager to join a growing IFA business based in Gloucestershire. The business is in the midst of an exciting growth trajectory due to their continued success. This role would be ideal for a Paraplanner Manager who would like to take on a new challenge or th...

• Birmingham
• £34999 - £43000 per annum
• Posted 11 days ago

A opportunity is available for a Paraplanner to join a long-standing financial advice and investment firm based near Sutton Coldfield. My client is an financial advice firm specialising in client-focused services that include investments, pensions and retirement planning, IHT planning and protect...

• Birmingham
• £35000 - £45000 per annum
• Posted 11 days ago

A fantastic opportunity to join a specialist boutique independent financial advisory and wealth management firm offering support with expanding your career and technical capability. Role responsibilities include Offering input into discussions to assist in the formulation of advice strategy Occas...

• London
• £40000 - £60000 per annum + benefits package
• Posted 16 days ago

An opportunity has become available for a Paraplanner in London to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. They are looking for an individual that holds their level 4 diploma and who is ideally making p...

• Buckinghamshire
• £45000 - £60000 per annum + benefits package
• Posted 17 days ago

We are working with a practice of Chartered Financial Planners who are looking to hire their next, experienced Paraplanner. This is a firm that deals with UHNW individuals from successful entrepreneurs, business leaders, family trusts and corporate clients which leads to highly technical and comp...

• Warwick
• Negotiable
• Posted 17 days ago

An expanding financial advice group require a Paraplanner to join their team in Warwick. 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...

• Glasgow
• £45000.00 - £50000.00 per annum
• Posted 18 days ago

Well respected IFA practice is seeking a new Paraplanner for the team. This is a really exciting opportunity for someone who wants to develop in a more technical capacity and work within a very professional and friendly team. It would be advantageous if you have experience and knowledge of workin...

• Glasgow
• £50000.00 - £55000.00 per annum + flexible working from home
• Posted 21 days ago

Exciting Opportunity in City Centre Glasgow! 🌟 Join a niche financial planning business as a Senior Paraplanner, supporting one financial planner in providing top-notch services to clients with £1m - £5m portfolios. Key Responsibilities: - Analyse and prepare financial reports with precision usin...

• Manchester
• £45000 - £50000 per annum
• Posted 23 days ago

My client is current looking for an experienced and Senior Paraplanner to join their team in central Manchester. The Role Support and assisting Client Partners and assist the Head of Wealth Planning in researching the client's needs and developing appropriate recommendations Proactively completin...

• Reading
• Bonus
• Posted 25 days 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. Responsibilities include: Preparing p...

• Newcastle upon Tyne
• Benefits + Bonus
• Posted 25 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
• £45000 - £55000 per annum
• Posted 29 days ago

Idex Consulting have an opportunity for a Paraplanner to join an IFA based in Edinburgh who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm are offering the opportunity to work flexibly going forward and so you may only be in the office a ...

• Knutsford
• £35000 - £45000 per annum
• Posted 30 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...

• Liverpool
• £47000 - £55000 per annum
• Posted about 1 month ago

My client is currently looking for a Paraplanning Team Leader to join their team in Liverpool. The Role Acting as team leader and people manager within our paraplanning team Providing leadership, mentorship and technical support Ensuring adequate training is provided where required Maintaining ou...

• Edinburgh
• £40000 - £50000 per annum
• Posted about 1 month ago

Idex Consulting have a new opportunity for an experienced Paraplanner to join a IFA Practice in Edinburgh City Centre. Key Responsibilities & Accountabilities: Ensure completeness of client file/data gathering Confirm risk profile, capacity for loss and knowledge and experience is determined and ...