Paraplanner jobs

• Edinburgh
• £38000 - £42000 per annum + benefits package
• Posted 8 days ago

Purpose Working closely with advisers with complex advice cases and support the wider support team with technical queries, training and client queries and support. Responsibilities Prepare and write advice reports covering a broad range of financial planning topics including pensions, offshore bo...

• Glasgow
• £50000.00 - £55000.00 per annum + Excellent benefits package
• Posted 8 days ago

Our client is a national firm of Financial Advisers with an office in Glasgow who are seeking an experienced Senior Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit, s...

• Manchester
• £35000 - £45000 per annum
• Posted 8 days ago

My client is currently looking for an experienced Paraplanner in Manchester. 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 advic...

• Wigan
• £40000 - £45000 per annum
• Posted 11 days ago

Our client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan. THE ROLE: Providing technical, research and administrative support Production of compliant and detailed client s...

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

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join the following locations - Cheltenham, Cardiff, Arundel. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024. Duties inclu...

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

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join the following locations - Cheltenham, Cardiff, Arundel. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024. Duties inclu...

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

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join the following locations - Cheltenham, Cardiff, Arundel. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024. Duties inclu...

• Warwick
• £40000 - £45000 per annum + Benefits + Career Progression
• Posted 16 days ago

Are you an experienced Paraplanner looking to join a forward-thinking company that values expertise, innovation, and career growth? We're searching for a dedicated and detail-focused Paraplanner to join our team in Warwick. This hybrid role offers a competitive salary of up to £45k, along with an...

• Newcastle upon Tyne
• £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 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...

• Chester
• £40000 - £46000 per annum
• Posted 18 days ago

My client is currently looking for a detail-oriented and analytical Paraplanner to join their team in Chester. In this role, you will work closely with Financial Advisors to support the financial planning process and ensure the delivery of high-quality advice to our clients. Responsibilities: Con...

• Knutsford
• £35000 - £45000 per annum
• Posted 24 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...

• Bristol
• £35000 - £45000 per annum + Bonus
• Posted 28 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...

• Glasgow
• £40000 - £45000 per annum
• Posted about 1 month 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...

• Glasgow
• £45000 - £55000 per annum + Excellent benefits package
• Posted about 1 month ago

Idex Consulting have an exciting 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. If you are looking to join a vibrant business with many promotional opportunities this would be an am...

• Aberdeen
• £30000 - £45000 per annum
• Posted about 1 month 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 about 1 month 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 about 1 month 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 about 2 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...

• Edinburgh
• £25000 - £35000 per annum
• Posted about 2 months 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...

• Glasgow
• £45000.00 - £500000.00 per annum + Excellent benefits package
• Posted 2 months 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...