Paraplanner jobs

• Bristol
• £40000 - £45000 per annum + bonus
• Posted 1 day 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...

• Aberdeen
• £40000 - £45000 per annum
• Posted 1 day ago

The Paraplanner will provide support to the financial adviser, completing analysis and research and preparing recommendations. The Paraplanner assists in providing full holistic financial advice to the client. Responsibilities: Preparing the fund switch report Assist in completing the client fact...

• Edinburgh
• £25000 - £35000 per annum
• Posted 1 day 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...

• Birmingham
• £35000 - £40000 per annum
• Posted 1 day 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 ...

• Altrincham
• £35000 - £40000 per annum
• Posted 1 day 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...

• Taunton
• £30000 - £36000 per annum
• Posted 2 days ago

I'm working with a successful and expanding wealth management firm in Taunton who are looking to bring a Junior Paraplanner into their growing team. This is an excellent opportunity for someone with experience in financial services administration who is looking to take the next step in their care...

• Cardiff
• £35000 - £45000 per annum + Competitive + benefits + study support
• Posted 5 days ago

Are you looking to join a forward-thinking wealth management business that's changing the way clients experience financial advice? This is a fantastic opportunity for an experienced Paraplanner to be part of a growing firm that invests heavily in both people and technology. Why join us? Modern, i...

• Newcastle upon Tyne
• £37000 - £42000 per annum + discretionary bonus
• Posted 7 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...

• Chippenham
• £40000 - £45000 per annum
• Posted 8 days ago

We are working with a growing, forward-thinking wealth management firm who are seeking an experienced Senior Paraplanner to join their team in Chippenham. This is a newly created role to support two Financial Advisers and a high-value client bank of around 130 clients, with average assets of appr...

• Glasgow
• £40000 - £50000 per annum
• Posted 15 days 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...

• Birmingham
• £35000 - £45000 per annum + benefits package
• Posted 22 days ago

We're looking for an experienced Paraplanner to join a forward-thinking and supportive financial planning team based in Birmingham. This is a great opportunity to play a key role in delivering high-quality advice support while working in a collaborative, client-focused environment. This role offe...

• Chorley
• Up to £30000 per annum
• Posted 27 days 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
• £30000 - £36000 per annum
• Posted 27 days ago

My client is currently looking for a part qualified Trainee Paraplanner in Manchester city centre. This isn't just a job, it's about joining a company that it's serious about its values. They are looking for someone with previous experience within an IFA practice who can demonstrate a strong para...

• Manchester
• £35000 - £45000 per annum
• Posted 29 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...

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

Purpose Working closely with 2-3 Advisers within the group supporting them with their workloads and the day to day activities and ongoing support for both new and existing clients. Responsibilities Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings,...

• Glasgow
• £45000 - £52000 per annum + Excellent benefits package
• Posted about 1 month 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...

• London
• £35000 - £65000 per annum
• Posted about 1 month ago

Are you an experienced Paraplanner or Trading Administrator seeking the next step in your career? This is a rare opportunity to join a multi-award-winning, progressive financial planning firm that is recognised for delivering exceptional client service and industry-leading advice. This role is id...

• London
• £50000 - £65000 per annum + Benefits
• Posted about 1 month ago

Do you want to work for an award winning financial planning practice in central London? Are you an experienced paraplanner who has existing client facing exposure or have the skills to develop into a client facing paraplanner role? Do you have an interest in ultimately becoming a financial adviso...

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

Are you a detail-driven problem solver who thrives on research, analysis and bringing clarity to complex financial plans? We're looking for a Paraplanner to join our growing team, providing vital support to Financial Advisers and helping clients achieve their financial goals. This is a fantastic ...

• Bristol
• £45000 - £55000 per annum + Bonus
• Posted about 1 month 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...