Paraplanner jobs

• Glasgow
• £40000.00 - £45000.00 per annum
• Posted 5 minutes 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...

• London
• £45000 - £55000 per annum
• Posted 2 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 3 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 3 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 8 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 8 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 8 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 10 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 17 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 ...

• London
• £75000 - £85000 per annum
• Posted 22 days 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 22 days 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 24 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 24 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...

• Glasgow
• £45000.00 - £500000.00 per annum + Excellent benefits package
• Posted about 1 month 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...

• Bromsgrove
• £40000 - £45000 per annum + benefits package
• Posted about 1 month ago

I'm currently partnering with one of the UK's leading independent financial advisory and wealth management firms who require a Paraplanner to join their team in Bromsgrove. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into ...

• Glasgow
• £30000.00 - £40000.00 per annum + Bonus
• Posted about 1 month 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...

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

An exciting opportunity has arisen for an experienced Paraplanner for a well-known IFA Practice. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package. They are requiring a Paraplanner with experienc...

• Altrincham
• £35000.00 - £40000.00 per annum
• Posted about 2 months 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...

• London
• £45000 - £55000 per annum + Benefits + Bonus
• Posted about 2 months ago

An opportunity has become available for a Paraplanner in London to join a growing financial planning firm that offer hybrid working whilst you provide direct support to 2 experienced advisors. They are looking for an individual that holds minimum level 4 diploma (and is ideally chartered or makin...

• Aberdeen
• £26500 - £35000 per annum
• Posted about 2 months ago

Idex Consulting have a new opportunity for an IFA administrator to join a small, highly successful practice in Aberdeen. You will be part of a team providing support and reports to the company director. Prepare suitability reports Using Intelligent Office system and a variety of platforms Obtain ...