Paraplanner jobs

• Glasgow
• £40000.00 - £45000.00 per annum
• Posted about 15 hours 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...

• Merseyside
• £40000 - £45000 per annum
• Posted 4 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 4 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 9 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 9 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 9 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 11 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...

• Edinburgh
• £25000 - £35000 per annum
• Posted 25 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...

• 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...

• 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 ...

• Glasgow
• £40000 - £50000 per annum + bonus
• Posted about 2 months 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 about 2 months 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 ...

• Knutsford
• £35000 - £45000 per annum
• Posted 3 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...