Paraplanner jobs

• Edinburgh
• £38000 - £42000 per annum + benefits package
• Posted about 11 hours 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 about 14 hours 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 about 17 hours 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...

• Bristol
• £45000 - £55000 per annum + Bonus
• Posted about 17 hours ago

I'm currently working with a highly regarded and long-established independent wealth management firm in Bristol, who are looking to appoint both a Senior Paraplanner and a Mid-Level Paraplanner to join their growing team. This business is known for its outstanding reputation and genuine commitmen...

• Birmingham
• £35000 - £45000 per annum + benefits package
• Posted 1 day ago

We're looking for an experienced Paraplanner to join a forward-thinking and supportive financial planning team based in Birmingham. This is a great opportunity to play a key role in delivering high-quality advice support while working in a collaborative, client-focused environment. This role offe...

• Wigan
• £40000 - £45000 per annum
• Posted 4 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...

• Sunderland
• £40000 - £45000 per annum
• Posted 6 days ago

A leading financial advisory business are looking to hire an experienced Paraplanner to join their team in Sunderland for a paraplanning manager role. Whilst continuing as a hands-on Paraplanner, this is an excellent opportunity for somebody looking to continue or step up into a more leadership-f...

• Borehamwood
• £35000 - £40000 per annum + Bonus
• Posted 9 days ago

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Reading or Borehamwood offices! Part qualified individuals will be considered. This will be a hybrid working opportunity once training has been completed seeing you WFH twice a week. This is a contin...

• Reading
• £35000 - £40000 per annum + Bonus
• Posted 9 days ago

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Reading or Borehamwood offices! Part qualified individuals will be considered. This will be a hybrid working opportunity once training has been completed seeing you WFH twice a week. This is a contin...

• Arundel
• £35000 - £40000 per annum + Bonus
• Posted 9 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 9 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 9 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 9 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 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...

• Chester
• £40000 - £46000 per annum
• Posted 11 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...

• Harrogate
• £44000 - £47000 per annum + Bonus
• Posted 16 days ago

Due to internal promotion, I am assisting a highly reputable Financial Planning business who require a Senior Paraplanner to join their team in Harrogate. The business offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the ...

• Harrogate
• £38000 - £40000 per annum + Bonus
• Posted 16 days ago

Due to internal promotion, I am assisting a highly reputable Financial Planning business who require a Paraplanner to join their team in Harrogate. The business offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the parapla...

• Knutsford
• £35000 - £45000 per annum
• Posted 17 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 20 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 24 days 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...