Paraplanner jobs

• Bath
• £35000 - £45000 per annum
• Posted 3 days ago

I'm currently partnered with a leading independent financial planning firm, who are looking for a talented Paraplanner to join their growing team in Cheltenham or Bath. This well-established firm has experienced consistent success in recent years and is now entering a new phase of growth. Respons...

• Cheltenham
• £35000 - £45000 per annum
• Posted 3 days ago

I'm currently partnered with a leading independent financial planning firm, who are looking for a talented Paraplanner to join their growing team in Cheltenham or Bath. This well-established firm has experienced consistent success in recent years and is now entering a new phase of growth. Respons...

• Edinburgh
• £40000 - £50000 per annum
• Posted 3 days ago

An exciting opportunity for an Associate Wealth Paraplanner to join a well-known IFA Practice in Edinburgh. This role will be supporting the Financial Planning team with the processing of new and existing business, as well as and building knowledge through exposure to client planning scenarios. Y...

• Chorley
• £35000 - £42000 per annum
• Posted 5 days ago

My client is currently looking for an Paraplanner to join their team in Chorley. This is a professional position that supports Independent Financial Advisers directly in servicing existing and potential clients. THE ROLE To accurately interpret the adviser's client files to ascertain the client's...

• London
• £45000 - £55000 per annum
• Posted 5 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 on a 12 month FTC. The office is based in London but would only require 1 day per week in the office and t...

• London
• £40000 - £55000 per annum
• Posted 5 days ago

An exciting opportunity has arisen for a Paraplanner to join a growing financial planning practice in the centre of London. Hand in hand with a competitive salary you will have the option of working from home 2 days a week and in the central location office for 3 days This is not your average Par...

• Manchester
• £35000 - £45000 per annum
• Posted 5 days 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
• £40000 - £50000 per annum + bonus
• Posted 6 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
• Up to £65000 per annum + 10% Discretionary Bonus + Benefits
• Posted 10 days ago

We are working closely with a IFA in London who are actively looking to hire a Paraplanning manager to manage their current team of 4 Paraplanners. This is an exciting opportunity for someone who is looking to join a well established and supportive business. The ideal individual for this role wil...

• Bristol
• £45000 - £58000 per annum + Bonus
• Posted 12 days ago

I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. The business local to Bristol offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/suppo...

• Edinburgh
• £40000 - £45000 per annum
• Posted 19 days ago

OVERALL SUMMARY To be part of the paraplanning team where you will support Advisers, and clients, in the advice giving process with suitability reports, product research and technical analysis RESPONSIBILITIES Discuss client objectives with the Adviser during debrief. Identify any shortfalls in c...

• Glasgow
• £40000 - £45000 per annum
• Posted 19 days ago

OVERALL SUMMARY To be part of the paraplanning team where you will support Advisers, and clients, in the advice giving process with suitability reports, product research and technical analysis RESPONSIBILITIES Discuss client objectives with the Adviser during debrief. Identify any shortfalls in c...

• Sunderland
• £33000 - £35000 per annum
• Posted 20 days 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 ...

• Sunderland
• £40000 - £45000 per annum
• Posted 20 days ago

A leading financial advisory business are looking to hire an experienced Paraplanner to join their team in Sunderland for a paraplanning Team Leader role. Whilst continuing as a hands-on Paraplanner, this is an excellent opportunity for somebody looking to continue or step up into a more leadersh...

• Cheltenham
• £45000 - £60000 per annum
• Posted 20 days ago

I'm currently partnered with a bespoke financial planning firm, who are looking for a Senior Paraplanner to join their team in Cheltenham. This company holds an outstanding reputation, which sets it apart from their competition on the market. The company have offices situated all over the country...

• London
• £37000 - £45000 per annum + benefits package
• Posted 20 days ago

Are you a detail-driven Paraplanner with a passion for supporting IFA's to deliver exceptional financial advice? Do you thrive in a collaborative and fast-paced environment? If so we're looking for an experienced Paraplanner to join an expert team in London. About the Role As a Paraplanner, you'l...

• Edinburgh
• £38000 - £42000 per annum + benefits package
• Posted 25 days 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
• £50000.00 - £55000.00 per annum + Excellent benefits package
• Posted 25 days ago

Our client is a national firm of Financial Advisers with an office in Glasgow who are seeking an experienced Senior Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit, s...

• Manchester
• £35000 - £45000 per annum
• Posted 25 days ago

My client is currently looking for an experienced Paraplanner in Manchester. What will you be doing? Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners Ensuring that the preparation of advic...

• Bristol
• £45000 - £55000 per annum + Bonus
• Posted 25 days 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...