Paraplanner jobs

• Bristol
• £45000 - £55000 per annum + Bonus
• Posted about 4 hours ago

I'm currently working with a highly regarded and long-established independent wealth management firm in Bristol, who are looking to appoint both a Senior Paraplanner and a Mid-Level Paraplanner to join their growing team. This business is known for its outstanding reputation and genuine commitmen...

• Bromsgrove
• £50000 - £60000 per annum + Bonus
• Posted 7 days ago

A highly respected, independent financial advisory and wealth management firm is seeking a skilled and motivated Paraplanning Manager to lead and develop its paraplanning function. This is a fantastic opportunity for a qualified professional with leadership experience to join a forward-thinking b...

• Royal Tunbridge Wells
• £35555 - £42000 per annum + benefits package
• Posted 13 days ago

Are you currently working within Financial Planning support role but feel like you aren't getting the development and career development you are looking for? Are you based within the Kent area and able to commute to the office in Tunbridge Wells? I'm working with an established Independent Financ...

• Glasgow
• £40000 - £45000 per annum + benefits package
• Posted 14 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 comprehens...

• Edinburgh
• £40000 - £45000 per annum + benefits package
• Posted 14 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 comprehens...

• London
• £42000 - £60000 per annum + benefits package
• Posted 18 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...

• Wakefield
• £37000 - £40000 per annum
• Posted 28 days ago

An established and growing financial planning firm is seeking a professional and detail-oriented Paraplanner to join its collaborative team in Wakefield. You'll play a key role in supporting financial planners by producing high-quality reports and recommendations, conducting research, and ensurin...

• Northallerton
• £35000 - £42000 per annum + discretionary bonus
• Posted 28 days ago

Are you a Paraplanner looking to join a forward-thinking and fast-growing wealth management firm? This is your opportunity to be part of a dynamic team in Newcastle that's experiencing strong growth across revenue, headcount, and assets under management in 2024. IDEX Consulting is proud to be par...

• Edinburgh
• Negotiable
• Posted about 1 month 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...

• Glasgow
• Negotiable
• Posted about 1 month 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...

• Bromsgrove
• £40000 - £45000 per annum + benefits package
• Posted about 1 month 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 ...

• Exeter
• £40000 - £50000 per annum + bonus
• Posted about 1 month 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...

• Weston-super-Mare
• £40000 - £50000 per annum + bonus
• Posted about 1 month 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 about 1 month 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 about 1 month 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 ...

• Glasgow
• £48000.00 - £53000.00 per annum
• Posted about 1 month ago

Senior Paraplanner, mostly remote (but must be in central belt of Scotland) A very exciting position has just arisen at this National Wealth Management Firm. You will work 1-2-1 with one of their top producing IFA's who has a large high net worth client base. These clients are complex and you wil...

• Hampshire
• £35000 - £39000 per annum
• Posted about 1 month ago

I'm currently working in partnership with a highly regarded wealth management firm that is looking to appoint an experienced Paraplanner to join their team in Hampshire. The firm has an excellent reputation and has a strong presence across the South West. They offer a supportive working environme...

• Aberdeen
• £35000.00 - £38000.00 per annum + benefits
• Posted about 2 months 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 ...

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

A fantastic opportunity has arisen for a Paraplanner to join a leading wealth management firm known for delivering tailored financial advice and investment solutions across the UK. This is an ideal role for someone currently working in a Paraplanner or Junior Paraplanner position. You'll receive ...

• Sunderland
• £33000 - £35000 per annum
• Posted 2 months ago

We're on the lookout for experienced Paraplanners to join one of our prominent national financial planning partners based in Sunderland. If you're passionate about delivering high-quality financial planning support and ready to grow within a forward-thinking and inclusive firm, this could be the ...