Paraplanner jobs

• Bristol
• £40000 - £45000 per annum + bonus
• Posted about 11 hours ago

I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year. The business local to Bristol...

• Worcestershire
• £65000 - £70000 per annum
• Posted about 14 hours ago

A fantastic opportunity has arisen to join a well-established and growing national financial services organisation. This is an excellent role for someone who is passionate about delivering high-quality technical support within financial planning and is keen to contribute to a business undergoing ...

• Cambridge
• £50000 - £60000 per annum
• Posted about 16 hours ago

Are you an experienced Paraplanner (chartered or making strong progress to be) who is looking to jump start your career and work for one of the top wealth management organisation in the UK? We are looking to speak to ambitious, Technical Paraplanners who feel like development and progression just...

• Cambridge
• £40000 - £45000 per annum
• Posted about 16 hours ago

A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving team in Cambridge. We are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow. I am looking for a candidate with previous technical experience in a P...

• Newcastle upon Tyne
• £45000 - £50000 per annum + Bonus
• Posted 5 days ago

IDEX Consulting are working with a leading Wealth Management business who require a senior level Paraplanner to join their vibrant Newcastle based offices. What Will You Do? Provide high-quality support for the long-standing Financial Planning team. Facilitate the smooth processing of new and exi...

• Wakefield
• £38000 - £40000 per annum
• Posted 7 days ago

IDEX Consulting are representing a reputable and long-standing financial advisory business who are seeking a Paraplanner to join their Wakefield based support team. Role responsibilities include: To assist the Financial Planner in formulating the advice to the client, providing technical support ...

• Glasgow
• £27000 - £29000 per annum
• Posted 7 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 - £29000 per annum
• Posted 7 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...

• Newcastle upon Tyne
• £37000 - £42000 per annum + discretionary bonus
• Posted 8 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...

• Bristol
• £60000 - £68000 per annum + Bonus
• Posted 14 days ago

A fantastic opportunity has arisen for an experienced Regional Paraplanner Manager to join a highly respected national financial planning business. This role is ideal for a confident people leader with strong technical knowledge and proven experience managing high-performing paraplanning teams. A...

• Cheltenham
• £45000 - £52000 per annum
• Posted 16 days ago

I'm currently representing a highly respected independent financial advice business who are looking for a Paraplanner to join either their Bristol or Cheltenham team. You'll be working directly alongside Senior Financial Advisers, providing technical support and helping deliver outstanding client...

• Bristol
• £45000 - £52000 per annum
• Posted 16 days ago

I'm currently representing a highly respected independent financial advice business who are looking for a Paraplanner to join either their Bristol or Cheltenham team. You'll be working directly alongside Senior Financial Advisers, providing technical support and helping deliver outstanding client...

• Bristol
• £45000 - £55000 per annum
• Posted 19 days ago

An exciting opportunity has arisen with a rapidly expanding wealth management group undergoing significant growth through strategic acquisitions. The business combines the energy of a modern, fast-scaling organisation with the stability of private equity backing. We are seeking an experienced Par...

• West Sussex
• £55000 - £68000 per annum
• Posted 29 days ago

Responsible for delivering the financial planning proposition, alongside the Financial Planners and Client Support in a highly professional, client focused practice. Key Responsibilities Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of c...

• Birmingham
• £50000 - £55000 per annum
• Posted 30 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 ...

• Blackburn
• £35000 - £45000 per annum
• Posted about 1 month ago

My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting advisers and clients. The company offers hybrid working a...

• North Yorkshire
• £40000 - £45000 per annum
• Posted about 1 month ago

Are you a highly experienced Paraplanner ready to take the next step into leadership? This is an exciting opportunity to join a fast-growing, independent financial advice and fund management group with a strong national presence and an inclusive, collaborative culture. You'll be joining a well-es...

• Birmingham
• £45000 - £55000 per annum
• Posted about 1 month 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...

• London
• £60000 - £75000 per annum + benefits package
• Posted about 1 month ago

About the Practice An independently owned wealth management partnership who are synonymous with investments and financial planning for over 200 years. They are a modern business built on traditional values of trust, integrity and service. They provide an integrated offering that combines expert p...

• Wirral
• £40000 - £46000 per annum
• Posted about 2 months ago

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their team on a remote role with only 1 days a week in the office. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during the las...