Paraplanner jobs

• Glasgow
• Negotiable
• Posted about 13 hours 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 13 hours 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
• £40000 - £45000 per annum
• Posted about 13 hours ago

Purpose Working closely with 2-3 Advisers within the group supporting them with their workloads and the day to day activities and ongoing support for both new and existing clients. Responsibilities Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings,...

• Glasgow
• £45000 - £55000 per annum + Excellent benefits package
• Posted about 13 hours ago

Idex Consulting have an exciting 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. If you are looking to join a vibrant business with many promotional opportunities this would be an am...

• Glasgow
• £26000 - £30000 per annum
• Posted 4 days ago

National Financial Planning business is looking to expand their Paraplanning team 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 literature. RESPONSIBILITIES Obtain inf...

• Edinburgh
• £26000 - £30000 per annum
• Posted 4 days ago

National Financial Planning business is looking to expand their Paraplanning team 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 literature. RESPONSIBILITIES Obtain inf...

• London
• £50000 - £65000 per annum + benefits package
• Posted 5 days ago

Do you want to work for an award winning financial planning practice in central London? Are you an experienced Paraplanner who has existing client facing exposure or have the skills to develop into a client facing Paraplanner role? Do you have an interest in ultimately becoming a Financial Adviso...

• Harrogate
• £37000 - £40000 per annum
• Posted 6 days ago

IDEX are working with one of the most exciting advisory groups in the UK who, through continued FUM growth, require an additional Paraplanner within their Harrogate base. The business has been in the press for various significant acquisitions during 2024 and the trend looks set to continue for th...

• Weston-super-Mare
• £40000 - £50000 per annum + bonus
• Posted 7 days ago

Are you a detail-oriented Paraplanner looking to join a respected and forward-thinking financial planning firm in the South West? We're working with a leading chartered financial planning practice with a strong presence across the South West. Known for its client-first approach, collaborative cul...

• Exeter
• £40000 - £50000 per annum + bonus
• Posted 7 days ago

Are you a detail-oriented Paraplanner looking to join a respected and forward-thinking financial planning firm in the South West? We're working with a leading chartered financial planning practice with a strong presence across the South West. Known for its client-first approach, collaborative cul...

• Plymouth
• £40000 - £50000 per annum + bonus
• Posted 7 days ago

Are you a detail-oriented Paraplanner looking to join a respected and forward-thinking financial planning firm in the South West? We're working with a leading chartered financial planning practice with a strong presence across the South West. Known for its client-first approach, collaborative cul...

• Sheffield
• £50000 - £55000 per annum
• Posted 7 days ago

A financial advisory group experiencing strong year on year growth are seeking a skilled and motivated Paraplanning Manager to lead and shape their paraplanning function. About the Role: This is a new position, offering a blend of high-level technical responsibility and leadership. You will head ...

• London
• £45000 - £55000 per annum + benefits package
• Posted 7 days ago

An opportunity has become available for a Paraplanner in London to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. This organisation provide a technology based financial advice service with client service and a...

• London
• £60000 - £75000 per annum + benefits package
• Posted 7 days ago

An opportunity has become available for an experienced Senior Paraplanner in London to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. This organisation provide a technology based financial advice service with ...

• Bromsgrove
• £40000 - £45000 per annum + benefits package
• Posted 8 days ago

I'm currently partnering with one of the UK's leading independent financial advisory and wealth management firms who require a Paraplanner to join their team in Bromsgrove. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into ...

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

My client is a small HNW business near Knutsford and they are currently looking for an experienced Paraplanner to join their team. As a Paraplanner you'll play a vital role in supporting their Financial Planners to deliver bespoke solutions to their high-net-worth clients. This is a client-focuse...

• Wellingborough
• £40000 - £45000 per annum + benefits
• 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 with over 25 years' experience delivering tailored solutions to clients across the Midlands. You'll be working directly alongside ...

• Birmingham
• Negotiable
• 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...

• Leeds
• £45000 - £50000 per annum
• Posted 19 days ago

Are you an experienced Paraplanner looking to take the next step in your career? An exciting opportunity has arisen within a dynamic and highly professional wealth management team based in Leeds. We're looking for a driven and knowledgeable Paraplanner to support Financial Planners and Advisers i...

• Aberdeen
• £35000.00 - £38000.00 per annum + benefits
• Posted 22 days ago

This role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function. Your duties will include but will not ...