Paraplanner jobs

• Edinburgh
• £45000 - £52000 per annum
• Posted about 6 hours 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 1 day 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 1 day 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...

• City of London
• £50000 - £65000 per annum
• Posted 1 day 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. The office is based in London but would only require 2 day per week in the office and the rest is remote ...

• Glasgow
• Negotiable
• Posted 2 days 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...

• Edinburgh
• Negotiable
• Posted 2 days 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...

• Harrogate
• £37000 - £40000 per annum
• Posted 2 days ago

IDEX are working with one of the most exciting advisory groups in the UK who, through continued FUM growth, require an additional Paraplanner within their Harrogate base. The business has been in the press for various significant acquisitions during 2024 and the trend looks set to continue for th...

• London
• £45000 - £55000 per annum + benefits package
• Posted 2 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 2 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 16 days 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...

• Worcestershire
• £35000 - £45000 per annum
• Posted 23 days ago

We are recruiting for a Senior Paraplanner to join our established Technical Research team. You will be responsible for ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. This is a full-time, permanent opportunity, with hybrid worki...

• Glasgow
• £45000.00 - £53000.00 per annum + flexible working
• Posted 23 days 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,...

• Cardiff
• £35000 - £45000 per annum + Bonus
• Posted 27 days ago

I'm currently representing a reputable independent financial planning firm who are looking for an experienced Paraplanner to join their team in Cardiff! In this role, you'll work closely with senior advisers, offering high-quality technical support and contributing to a first-class client experie...

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

• 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...

• Worcestershire
• £65000 - £70000 per annum
• Posted about 1 month 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 1 month 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 1 month 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 about 1 month 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 about 1 month 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 ...