Paraplanner jobs

• Edinburgh
• £38000 - £42000 per annum + benefits package
• Posted 1 day 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...

• Newton Mearns
• £45000.00 - £52000.00 per annum + flexible working
• Posted 1 day 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 1 day 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...

• 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 12 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...

• Belfast
• £35000 - £42000 per annum
• Posted 16 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 ...

• Harrogate
• £37000 - £40000 per annum
• Posted about 1 month 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...

• London
• £45000 - £55000 per annum + benefits package
• Posted about 1 month 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 about 1 month 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 ...

• Knutsford
• £40000 - £47000 per annum
• Posted about 1 month 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...

• Leeds
• £45000 - £50000 per annum
• Posted about 2 months 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...

• Edinburgh
• £55000 - £65000 per annum
• Posted about 2 months ago

A very exciting opportunity has arisen for a highly experienced Paraplanner for a well-known IFA Practice. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package. They are requiring a Senior Paraplann...

• Glasgow
• £45000.00 - £53000.00 per annum + flexible working
• Posted about 2 months ago

Salary to £53,000 plus top benefits package Our client, is a highly reputable Wealth Managers based in Glasgow. They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. The job holder will be dealing with research,...

• Edinburgh
• £25000 - £35000 per annum
• Posted about 2 months ago

A really exciting opportunity has arisen for a Trainee Paraplanner within this exciting large IFA business based in Edinburgh. You must have some experience in the IFA Industry and be working towards your diploma in financial services. The role will involve: Report writing for a variety of financ...

• Altrincham
• £35000 - £40000 per annum
• Posted about 2 months ago

My client is an award winning financial planning practice near Altrincham. They have been specialising in providing high-quality financial planning advice to business owners, professionals, and high net worth individuals. Due to their continued expansion, they are looking to recruit an additional...

• Glasgow
• £40000 - £50000 per annum
• Posted 2 months ago

An exciting opportunity has arisen for an experienced Paraplanner for a well-known IFA Practice. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package. They are requiring a Paraplanner with experienc...

• Chorley
• Up to £30000 per annum
• Posted 3 months ago

My client is a growing chartered financial planning business and they are currently looking for a Trainee Paraplanner to join their firm in Chorley. About the role To accurately interpret the adviser's client files to ascertain the client's needs and advisers instructions to translate this succes...

• Manchester
• £35000 - £45000 per annum
• Posted 3 months ago

My client is currently looking for an experienced Paraplanner to join their team in South Manchester. Principal accountabilities Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients...

• Glasgow
• £45000 - £52000 per annum + Excellent benefits package
• Posted 3 months ago

My Client is currently looking for an experienced Paraplanner to join their business in Glasgow THE ROLE To prepare written advice and provide technical research services to a team of Advisors and partners To ensure that the preparation of advice for clients (both internal and external) is of the...

• Edinburgh
• £38000 - £42000 per annum + benefits package
• Posted 3 months 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...