Financial Services jobs

• Glasgow
• £30000 - £40000 per annum + Excellent benefits package
• Posted about 4 hours ago

Join a highly regarded financial planning firm in Glasgow as a Trainee Paraplanner. This role offers a unique chance for individuals with an IFA background to enhance their technical skills and advance in the field of paraplanning. Key Responsibilities: Preparation and upkeep of client files and ...

• Edinburgh
• £38000 - £42000 per annum + benefits package
• Posted 2 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...

• Leicester
• £40000 - £45000 per annum
• Posted 2 days ago

Are you a detail-driven problem solver who thrives on research, analysis and bringing clarity to complex financial plans? We're looking for a Paraplanner to join our growing team, providing vital support to Financial Advisers and helping clients achieve their financial goals. This is a fantastic ...

• Newton Mearns
• £45000.00 - £52000.00 per annum + flexible working
• Posted 2 days ago

Paraplanner Location: Glasgow (Newton Mearns) We are recruiting on behalf of a well respected financial planning firm with offices in Edinburgh and Glasgow,. Key Responsibilities Financial Analysis - Evaluate clients' income, expenses, assets, liabilities, and long-term goals using robust plannin...

• Glasgow
• £38000.00 - £46000.00 per annum + annual bonus
• Posted 2 days ago

We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow City Centre. As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing...

• London
• £60000 - £75000 per annum + benefits package
• Posted 2 days ago

About the Practice An independently owned wealth management partnership who are synonymous with investments and financial planning for over 200 years. They are a modern business built on traditional values of trust, integrity and service. They provide an integrated offering that combines expert p...

• Wirral
• £40000 - £46000 per annum
• Posted 7 days ago

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their team on a remote role with only 1 days a week in the office. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during the las...

• Edinburgh
• £32000 - £35000 per annum
• Posted 9 days ago

An exciting opportunity has arisen for an experienced IFA Administrator/Paraplanner to join a well-established and respected IFA practice in Edinburgh. The Role: We are seeking an experienced IFA Administrator / Paraplanner to support the practice's Financial Planners. You will: Conduct research ...

• Glasgow
• £40000 - £50000 per annum + Bonus
• Posted 13 days ago

Idex consulting are exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team. The role will involve the following Obtain illustrations, related documentation and forms to support suitability reports Preparation of draft annu...

• London
• £40000 - £50000 per annum
• Posted 15 days ago

An opportunity has become available for a Paraplanner in the London area to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. They are looking for an individual that ideally holds their level 4 diploma and has ex...

• City of London
• £45000 - £58000 per annum + excellent benefits
• Posted 15 days ago

Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support? This is an exciting opportunity to join a forward-thinking wealth management firm where your technical expertise will directly support Advisers in helping clients achieve their financial g...

• Bristol
• £40000 - £45000 per annum
• Posted 15 days ago

Are you an experienced Paraplanner looking for your next career move? This is an exciting opportunity to join a highly respected independent financial advice business. Due to growth and acquisitions, my client is currently looking for an Paraplanner to join their Bristol team. You'll be working d...

• Chesterfield
• £40000 - £45000 per annum
• Posted 15 days ago

My client is currently looking for a detail-oriented and analytical Paraplanner to join their team in Chesterfield. 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...

• Brighton
• £40000 - £47000 per annum
• Posted 15 days ago

An opportunity has become available for a Paraplanner in the Brighton and Hove area to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. They are looking for an individual that ideally holds their level 4 diploma...

• Belfast
• £35000 - £42000 per annum
• Posted 17 days ago

Are you a skilled Paraplanner looking to take your career to the next level? Do you want to work with a leading national firm that offers unrivalled career development and progression opportunities? Why Join Them? Career Growth: Structured development programmes, funded qualifications (CII), and ...

• Bath
• £35000 - £45000 per annum + Competitive + benefits + study support
• Posted 23 days ago

IDEX Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2025 due to acquisitions across t...

• Bristol
• £35000 - £45000 per annum + Competitive + benefits + study support
• Posted 23 days ago

IDEX Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2025 due to acquisitions across t...

• Swansea
• £35000 - £45000 per annum + Competitive + benefits + study support
• Posted 23 days ago

IDEX Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2025 due to acquisitions across t...

• Newport
• £35000 - £45000 per annum + Competitive + benefits + study support
• Posted 23 days ago

IDEX Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2025 due to acquisitions across t...

• Cardiff
• £35000 - £45000 per annum + Competitive + benefits + study support
• Posted 23 days ago

IDEX Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2025 due to acquisitions across t...