Paraplanner jobs

• Belfast
• £35000 - £42000 per annum
• Posted 3 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 ...

• Edinburgh
• £40000 - £50000 per annum
• Posted 4 days 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...

• Birmingham
• £45000 - £55000 per annum
• Posted 9 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...

• Edinburgh
• £45000 - £52000 per annum
• Posted 15 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 16 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 16 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...

• London
• £45000 - £55000 per annum + benefits package
• Posted 17 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 17 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 ...

• 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...

• Glasgow
• £45000.00 - £53000.00 per annum + flexible working
• Posted about 1 month 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 1 month 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...

• Glasgow
• £28000 - £50000 per annum + benefits package
• Posted about 2 months ago

We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow. This firm have an amazing reputation and are not owned by a consolidator. As a Paraplanner your main responsibilities will be to provide technical support, full research o...

• Gloucester
• £40000 - £45000 per annum + Bonus
• Posted 2 months 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 their success, my client is currently looking for an Paraplanner to join their Gloucester team. You'll be worki...

• 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...

• Glasgow
• £38000.00 - £46000.00 per annum + annual bonus
• Posted 3 months 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...

• Glasgow
• £40000 - £50000 per annum + Bonus
• Posted 3 months 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...