Paraplanner jobs

• Bristol
• £35000 - £45000 per annum + Bonus
• Posted about 2 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...

• Glasgow
• £45000 - £52000 per annum + Excellent benefits package
• Posted about 22 hours 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 1 day 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
• £42000 - £45000 per annum + benefits package
• Posted 1 day 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...

• London
• £50000 - £65000 per annum + Benefits
• Posted 1 day 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 5 days 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 7 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...

• Edinburgh
• £38000 - £42000 per annum + benefits package
• Posted 7 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...

• Manchester
• £35000 - £45000 per annum
• Posted 7 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...

• Glasgow
• £38000.00 - £46000.00 per annum + annual bonus
• Posted 8 days ago

We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow City Centre. As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing...

• Bishopbriggs
• £45000.00 - £50000.00 per annum + Excellent benefits package
• Posted 8 days ago

We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow (Bishopbriggs). As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writ...

• Newton Mearns
• £45000.00 - £52000.00 per annum + flexible working
• Posted 8 days ago

Paraplanner Location: Glasgow (Newton Mearns) 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 plannin...

• Bromsgrove
• £50000 - £60000 per annum + Bonus
• Posted 14 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...

• Arundel
• £35000 - £40000 per annum + Bonus
• Posted 19 days ago

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join the following locations - Cheltenham, Cardiff, Arundel. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024. Duties inclu...

• Cardiff
• £35000 - £40000 per annum + Bonus
• Posted 19 days ago

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join the following locations - Cheltenham, Cardiff, Arundel. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024. Duties inclu...

• Cheltenham
• £35000 - £40000 per annum + Bonus
• Posted 19 days ago

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join the following locations - Cheltenham, Cardiff, Arundel. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024. Duties inclu...

• Royal Tunbridge Wells
• £35555 - £42000 per annum + benefits package
• Posted 20 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 21 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 21 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 25 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...