Paraplanner jobs

• Edinburgh
• £40000 - £50000 per annum
• Posted about 10 hours ago

An exciting opportunity for an Wealth Paraplanner to join a well-known IFA Practice in Edinburgh. You will support Wealth Managers by producing high-quality financial plans, suitability reports, and recommendations across investments, pensions, protection, and tax planning. The role offers exposu...

• England
• £60000 - £70000 per annum
• Posted about 10 hours ago

As a Technical Advice Specialist, you'll play a key role in supporting our financial advisers with technically complex advice cases, helping them deliver exceptional solutions for clients with unique or intricate financial needs. You'll act as a trusted technical resource, providing insight into ...

• Leeds
• £50000 - £60000 per annum
• Posted 4 days 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 5 days 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 ...

• Birmingham
• £45000 - £55000 per annum
• Posted 5 days ago

About the Role An exciting opportunity has arisen for an experienced Paraplanner to join a dynamic and forward-thinking financial planning team in Birmingham. The successful candidate will provide high-quality technical and administrative support to Financial Planners, helping to deliver exceptio...

• Newport
• £35000 - £45000 per annum + Competitive + benefits + study support
• Posted 6 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 6 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 6 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 6 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...

• Bath
• £35000 - £45000 per annum + Competitive + benefits + study support
• Posted 6 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...

• Hove
• £40000 - £50000 per annum
• Posted 7 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...

• Brighton
• £40000 - £47000 per annum
• Posted 7 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...

• Hove
• £38000 - £45000 per annum + benefits package
• Posted 10 days 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. They are looking for an individual that ideally holds their level 4 diploma and has experience as a Parap...

• Brighton
• £38000 - £45000 per annum + benefits package
• Posted 10 days 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. They are looking for an individual that ideally holds their level 4 diploma and has experience as a Parap...

• Glasgow
• £45000 - £55000 per annum + benefits package
• Posted 10 days 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...

• Edinburgh
• £45000 - £52000 per annum
• Posted 11 days 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 comprehensive...

• Glasgow
• £45000.00 - £55000.00 per annum + Excellent benefits package
• Posted 12 days ago

We are currently working with a reputable wealth management business with offices in Glasgow. Due to growth and success over the last year, they are now looking to bolster the team by adding another paraplanner. Their current requirement is for an experienced Paraplanner to join the business to p...

• Glasgow
• £50000.00 - £60000.00 per annum + Bonus
• Posted 12 days ago

Idex Consulting have an 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. The firm are offering the opportunity to work flexibly going forward and so you may only be in the office a fe...

• City of London
• £50000 - £65000 per annum
• Posted 12 days 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 13 days 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...