Paraplanner jobs

• Edinburgh
• £38000 - £42000 per annum + benefits package
• Posted about 4 hours 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...

• Wirral
• £40000 - £46000 per annum
• Posted about 4 hours ago

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their team on a remote role with only 1 days a week in the office. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during the las...

• London
• £60000 - £75000 per annum + benefits package
• Posted about 4 hours ago

About the Practice An independently owned wealth management partnership who are synonymous with investments and financial planning for over 200 years. They are a modern business built on traditional values of trust, integrity and service. They provide an integrated offering that combines expert p...

• Glasgow
• £38000.00 - £46000.00 per annum + annual bonus
• Posted about 5 hours 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...

• Manchester
• £35000 - £45000 per annum
• Posted 1 day 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...

• Glasgow
• £35000 - £42000 per annum
• Posted 1 day ago

Are you an experienced IFA Administrator looking to take the next step in your career? Idex Consulting is recruiting for a highly respected Independent Financial Advice (IFA) practice based in the heart of Milngavie. Known for their client-first approach and professional excellence, they are look...

• Glasgow
• £50000 - £55000 per annum
• Posted 1 day ago

Our client is a national firm of Financial Advisers with an office in Glasgow who are seeking an experienced Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit, supporti...

• West Midlands
• £50000 - £60000 per annum + Benefits + bonus
• Posted 4 days ago

An established and highly respected financial planning firm in Sutton Coldfield is making a key strategic hire and is looking to appoint a Senior Paraplanner to support one of the firm's senior advisers. This is a newly created position for a paraplanner who genuinely enjoys operating at the very...

• Glasgow
• £40000 - £45000 per annum + Benefits package
• Posted 5 days ago

Our client is a national firm of Financial Advisers with an office in Edinburgh and Glasgow are seeking an experienced Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit...

• Edinburgh
• £40000 - £45000 per annum + Benefits package
• Posted 5 days ago

Our client is a national firm of Financial Advisers with an office in Edinburgh and Glasgow are seeking an experienced Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit...

• Exeter
• £35000 - £47000 per annum + Bonus
• Posted 5 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 or Exeter. In this role, you'll work closely with senior advisers, offering high-quality technical support and contributing to a first-class clie...

• Cardiff
• £35000 - £47000 per annum + Bonus
• Posted 5 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 or Exeter. In this role, you'll work closely with senior advisers, offering high-quality technical support and contributing to a first-class clie...

• West Midlands
• £50000 - £55000 per annum
• Posted 5 days ago

An established independent financial planning firm is looking for an experienced Senior Paraplanner to take on a key technical and mentoring role within their support team. This is a senior position for someone who thrives in a collaborative environment, enjoys developing others and can add real ...

• Glasgow
• £40000 - £50000 per annum + Bonus
• Posted 7 days ago

Idex consulting are exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team. The role will involve the following Obtain illustrations, related documentation and forms to support suitability reports Preparation of draft annu...

• Hove
• £40000 - £50000 per annum
• Posted 14 days ago

I am working on a superb opportunity for a Paraplanner in the Brighton and Hove area to join a growing financial planning firm that offer hybrid working and direct support to 1 Senior Financial Planner. They are looking for an individual that holds their level 4 diploma and has experience as a Pa...

• Brighton
• £40000 - £50000 per annum
• Posted 14 days ago

I am working on a superb opportunity for a Paraplanner in the Brighton and Hove area to join a growing financial planning firm that offer hybrid working and direct support to 1 Senior Financial Planner. They are looking for an individual that holds their level 4 diploma and has experience as a Pa...

• Belfast
• £35000 - £42000 per annum
• Posted 14 days ago

Are you a skilled Paraplanner looking to take your career to the next level? Do you want to work with a leading national firm that offers unrivalled career development and progression opportunities? Why Join Them? Career Growth: Structured development programmes, funded qualifications (CII), and ...

• Edinburgh
• £40000 - £50000 per annum
• Posted 15 days ago

An exciting opportunity for an Wealth Paraplanner to join a well-known IFA Practice in Edinburgh. You will support Wealth Managers by producing high-quality financial plans, suitability reports, and recommendations across investments, pensions, protection, and tax planning. The role offers exposu...

• England
• £60000 - £70000 per annum
• Posted 15 days ago

As a Technical Advice Specialist, you'll play a key role in supporting our financial advisers with technically complex advice cases, helping them deliver exceptional solutions for clients with unique or intricate financial needs. You'll act as a trusted technical resource, providing insight into ...

• Leeds
• £50000 - £60000 per annum
• Posted 19 days 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 Leeds and would only require 2 days per week in the office. The business is lookin...