Paraplanner jobs

• Knutsford
• £35000 - £45000 per annum
• Posted 9 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...

• Edinburgh
• £45000 - £50000 per annum
• Posted 23 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 ...

• Hertfordshire
• £45000 - £65000 per annum
• Posted 23 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...

• Glasgow
• £40000 - £45000 per annum
• Posted 28 days ago

An exciting opportunity has arisen for an experienced Paraplanner for a well-known and award winning 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 Paraplan...

• Falkirk
• Negotiable
• Posted 29 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...

• Manchester
• £45000 - £50000 per annum
• Posted 29 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...

• Harrogate
• £37000 - £40000 per annum
• Posted about 1 month ago

IDEX are working with one of the most exciting Advisory groups in the UK who, through continued FUM growth, require an additional Paraplanner within their Harrogate base. The business has been in the press for various significant acquisitions during 2024 and the trend looks set to continue for th...

• Bristol
• £35000 - £45000 per annum
• Posted about 1 month 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
• £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. 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 financial services produc...

• Newcastle upon Tyne
• Negotiable + Bonus
• Posted about 1 month ago

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Newcastle based team. Having placed into this team earlier in the year, it can be said with confidence how the business provides ongoing support to new joiners and and helps them settle into a profes...

• Perth
• £45000 - £55000 per annum + benefits package
• Posted about 1 month 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...

• 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...

• Stockport
• £38000 - £45000 per annum + benefits package
• Posted about 2 months 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 about 2 months 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 about 2 months 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 about 2 months 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
• £30000.00 - £40000.00 per annum + Bonus
• Posted about 2 months 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 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...

• Edinburgh
• £55000 - £60000 per annum
• Posted 2 months 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 2 months 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...