Paraplanner jobs

• Bristol
• £40000 - £45000 per annum + bonus
• Posted 28 minutes 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 29 minutes 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...

• Altrincham
• £35000 - £40000 per annum
• Posted 30 minutes 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...

• Worcestershire
• £65000 - £70000 per annum
• Posted about 4 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 6 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 6 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 4 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 6 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 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...

• Glasgow
• £28000 - £50000 per annum + benefits package
• Posted 7 days ago

We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow. This firm have an amazing reputation and are not owned by a consolidator. As a Paraplanner your main responsibilities will be to provide technical support, full research o...

• Bristol
• £60000 - £68000 per annum + Bonus
• Posted 13 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...

• London
• £40000 - £55000 per annum
• Posted 15 days ago

The role will see you working closely with the Paraplanning Manager, Paraplanning Team Leader, and established team of Paraplanners to provide an integral function to the wider team. Full paraplanning support to the Wealth Preparing pre-approval documentation prior to report writing, ensuring rec...

• Cheltenham
• £45000 - £52000 per annum
• Posted 15 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 15 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 18 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...

• Gloucester
• £40000 - £45000 per annum + Bonus
• Posted 18 days ago

Are you an experienced Paraplanner looking for your next career move? This is an exciting opportunity to join a highly respected independent financial advice business. Due to growth and their success, my client is currently looking for an Paraplanner to join their Gloucester team. You'll be worki...

• Chorley
• Up to £30000 per annum
• Posted 21 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
• £35000 - £45000 per annum
• Posted 28 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...