Paraplanner jobs

• North Yorkshire
• £40000 - £45000 per annum
• Posted 13 days ago

Are you a highly experienced Paraplanner ready to take the next step into leadership? This is an exciting opportunity to join a fast-growing, independent financial advice and fund management group with a strong national presence and an inclusive, collaborative culture. You'll be joining a well-es...

• Aberdeen
• £40000 - £45000 per annum + benefits package
• Posted 25 days ago

The Paraplanner will provide support to the financial adviser, completing analysis and research and preparing recommendations. The Paraplanner assists in providing full holistic financial advice to the client. Responsibilities: Preparing the fund switch report Assist in completing the client fact...

• West Sussex
• £35000 - £40000 per annum + benefits package
• Posted 25 days ago

Responsible for delivering the financial planning proposition, alongside the Financial Planners and Client Support in a highly professional, client focused practice. Key Responsibilities Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of c...

• Wirral
• £40000 - £46000 per annum
• Posted 26 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...

• West Midlands
• £50000 - £60000 per annum + Benefits + bonus
• Posted about 1 month ago

An established and highly respected financial planning firm in Sutton Coldfield is making a key strategic hire and is looking to appoint a Senior Paraplanner to support one of the firm's senior advisers. This is a newly created position for a paraplanner who genuinely enjoys operating at the very...

• Exeter
• £35000 - £47000 per annum + Bonus
• Posted about 1 month ago

I'm currently representing a reputable independent financial planning firm who are looking for an experienced Paraplanner to join their team in Cardiff or Exeter. In this role, you'll work closely with senior advisers, offering high-quality technical support and contributing to a first-class clie...

• Cardiff
• £35000 - £47000 per annum + Bonus
• Posted about 1 month ago

I'm currently representing a reputable independent financial planning firm who are looking for an experienced Paraplanner to join their team in Cardiff or Exeter. In this role, you'll work closely with senior advisers, offering high-quality technical support and contributing to a first-class clie...

• Hove
• £40000 - £50000 per annum
• Posted about 1 month ago

I am working on a superb opportunity for a Paraplanner in the Brighton and Hove area to join a growing financial planning firm that offer hybrid working and direct support to 1 Senior Financial Planner. They are looking for an individual that holds their level 4 diploma and has experience as a Pa...

• Brighton
• £40000 - £50000 per annum
• Posted about 1 month ago

I am working on a superb opportunity for a Paraplanner in the Brighton and Hove area to join a growing financial planning firm that offer hybrid working and direct support to 1 Senior Financial Planner. They are looking for an individual that holds their level 4 diploma and has experience as a Pa...

• Leeds
• £50000 - £60000 per annum
• Posted about 2 months ago

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. The office is based in Leeds and would only require 2 days per week in the office. The business is lookin...

• Birmingham
• £50000 - £55000 per annum
• Posted about 2 months ago

The Opportunity We are delighted to offer an excellent opportunity for a Paraplanner to join our team in Birmingham. In this role, you will bring a strong understanding of core financial planning solutions and continue to develop your expertise through exposure to a wide range of client planning ...

• Newport
• £35000 - £45000 per annum + Competitive + benefits + study support
• Posted about 2 months 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 about 2 months 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 about 2 months 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 about 2 months 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...

• Bath
• £35000 - £45000 per annum + Competitive + benefits + study support
• Posted about 2 months 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...

• Glasgow
• £45000 - £55000 per annum + benefits package
• Posted about 2 months ago

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 planning tools Report Preparation - Draft comprehensiv...

• City of London
• £50000 - £65000 per annum
• Posted about 2 months ago

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. The office is based in London but would only require 2 day per week in the office and the rest is remote ...

• Glasgow
• Negotiable
• Posted about 2 months ago

My client is currently looking for an experienced Paraplanner to join their business - can be based in Edinburgh or Glasgow office THE ROLE Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions Conduct thorough technical rese...

• Edinburgh
• Negotiable
• Posted about 2 months ago

My client is currently looking for an experienced Paraplanner to join their business - can be based in Edinburgh or Glasgow office THE ROLE Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions Conduct thorough technical rese...