Paraplanner jobs

• Newcastle upon Tyne
• £45000 - £50000 per annum + Bonus
• Posted about 5 hours 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 2 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 3 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 3 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 3 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 3 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 9 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 11 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 11 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 11 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 14 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 14 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...

• Cambridge
• £50000 - £60000 per annum
• Posted 16 days 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 16 days 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...

• Chorley
• Up to £30000 per annum
• Posted 17 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 24 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...

• West Sussex
• £55000 - £68000 per annum
• Posted 25 days ago

Responsible for delivering the financial planning proposition, alongside the Financial Planners and Client Support in a highly professional, client focused practice. Key Responsibilities Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of c...

• Birmingham
• £50000 - £55000 per annum
• Posted 25 days ago

The Opportunity We are delighted to offer an excellent opportunity for a Paraplanner to join our team in Birmingham. In this role, you will bring a strong understanding of core financial planning solutions and continue to develop your expertise through exposure to a wide range of client planning ...

• Blackburn
• £35000 - £45000 per annum
• Posted 29 days ago

My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting advisers and clients. The company offers hybrid working a...

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

Are you a highly experienced Paraplanner ready to take the next step into leadership? This is an exciting opportunity to join a fast-growing, independent financial advice and fund management group with a strong national presence and an inclusive, collaborative culture. You'll be joining a well-es...