Paraplanner jobs

• Newcastle upon Tyne
• Negotiable + Bonus
• Posted 1 day 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 4 days 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 10 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...

• Manchester
• £40000 - £48000 per annum
• Posted 19 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...

• Stockport
• £38000 - £45000 per annum + benefits package
• Posted 22 days 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 22 days 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 25 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...

• Edinburgh
• £40000 - £55000 per annum
• Posted 25 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 26 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...

• Altrincham
• £35000.00 - £40000.00 per annum
• Posted about 1 month 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...

• Wales
• Negotiable + Bonus
• Posted about 1 month ago

I'm currently partnered with a leading IFA group who require a Paraplanner to join their team in Rhondda Cynon Taff. 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 Rhondda Cy...

• Edinburgh
• £55000 - £60000 per annum
• Posted about 1 month 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 about 1 month 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...

• North Yorkshire
• £35000 - £40000 per annum
• Posted about 2 months 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...

• Manchester
• £38000.00 - £45000.00 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 ...

• Glasgow
• £45000.00 - £50000.00 per annum
• Posted 2 months ago

Well respected IFA practice is seeking a new Paraplanner for the team. This is a really exciting opportunity for someone who wants to develop in a more technical capacity and work within a very professional and friendly team. It would be advantageous if you have experience and knowledge of workin...

• Manchester
• £45000 - £50000 per annum
• Posted 2 months ago

My client is current looking for an experienced and Senior Paraplanner to join their team in central Manchester. The Role Support and assisting Client Partners and assist the Head of Wealth Planning in researching the client's needs and developing appropriate recommendations Proactively completin...

• 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...

• Edinburgh
• £40000 - £50000 per annum
• Posted 3 months ago

Idex Consulting have a new opportunity for an experienced Paraplanner to join a IFA Practice in Edinburgh City Centre. Key Responsibilities & Accountabilities: Ensure completeness of client file/data gathering Confirm risk profile, capacity for loss and knowledge and experience is determined and ...

• Glasgow
• £42000 - £50000 per annum + flexible working
• Posted 3 months ago

My Client is currently looking for an experienced Paraplanner to join their business in Glasgow THE ROLE To prepare written advice and provide technical research services to a team of Advisors and partners To ensure that the preparation of advice for clients (both internal and external) is of the...