Paraplanner jobs

Found 22 jobs
    • Glasgow
    • £45000.00 - £500000.00 per annum + Excellent benefits package
    • Posted 6 days 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...

    • Manchester
    • £40000 - £45000 per annum
    • Posted 7 days ago

    My client is currently looking for a Paraplanner in Manchester city centre. This isn't just a job; it's about joining a company that it's serious about its values. You will build up the capacity of the Financial Planning function, implement the AI solutions to make it more efficient and become th...

    • Glasgow
    • £32000.00 - £40000.00 per annum + Excellent benefits package
    • Posted 8 days ago

    A new and really exciting opportunity has arisen for an Investment Analyst within this large IFA practice. Creating bespoke client investment solutions using both long term strategic asset allocation and short term tactical asset allocation to meet/clients aims and objectives. Analysis of client ...

    • Bristol
    • £35000 - £45000 per annum + Bonus
    • Posted 8 days 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...

    • Edinburgh
    • £40000 - £55000 per annum
    • Posted 8 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
    • £30000.00 - £40000.00 per annum + Bonus
    • Posted 9 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...

    • Edinburgh
    • £40000 - £50000 per annum
    • Posted 9 days 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 16 days 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
    • £60000 - £70000 per annum + Benefits + Bonus
    • Posted 19 days ago

    Are you an experienced Chartered Paraplanner (or close to) looking for a rewarding career in London? Would you like to develop your career with a growing, forward-thinking company who look after their employees on a personal level? This is a Paraplanner opportunity like no other; amazing location...

    • London
    • £45000 - £55000 per annum + Benefits + Bonus
    • Posted 19 days 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 20 days 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 ...

    • Glasgow
    • £40000 - £50000 per annum + bonus
    • Posted 21 days ago

    Idex Consulting have an opportunity for a Paraplanner to join an IFA based in Glasgow 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 fe...

    • Manchester
    • £38000 - £45000 per annum
    • Posted 28 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 ...

    • North Yorkshire
    • £35000 - £40000 per annum
    • Posted 30 days ago

    I am delighted to be working exclusively with a traditional and boutique IFA business on the outskirts of York who are seeking a Paraplanner to join their busy team. Working alongside one other Paraplanner, the successful applicant will work alongside the firm's Financial Planners, taking full re...

    • Knutsford
    • £35000 - £45000 per annum
    • Posted about 2 months 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...

    • Hertfordshire
    • £45000 - £65000 per annum
    • Posted 2 months 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...

    • Falkirk
    • Negotiable
    • Posted 3 months 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 3 months 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...

    • Glasgow
    • £25000 - £35000 per annum
    • Posted 3 months 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 3 months 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...

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