Paraplanner jobs

• Chorley
• Up to £30000 per annum
• Posted 8 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
• £30000 - £36000 per annum
• Posted 8 days ago

My client is currently looking for a part qualified Trainee Paraplanner in Manchester city centre. This isn't just a job, it's about joining a company that it's serious about its values. They are looking for someone with previous experience within an IFA practice who can demonstrate a strong para...

• Manchester
• £35000 - £45000 per annum
• Posted 10 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...

• Edinburgh
• £40000 - £45000 per annum
• Posted 16 days ago

Purpose Working closely with 2-3 Advisers within the group supporting them with their workloads and the day to day activities and ongoing support for both new and existing clients. Responsibilities Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings,...

• Glasgow
• £45000 - £52000 per annum + Excellent benefits package
• Posted 18 days 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...

• Edinburgh
• £38000 - £42000 per annum + benefits package
• Posted 24 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 24 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 25 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 25 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 25 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...

• Arundel
• £35000 - £40000 per annum + Bonus
• Posted about 1 month 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 about 1 month 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 about 1 month 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...

• Leeds
• £45000 - £50000 per annum
• Posted about 2 months ago

Are you an experienced Paraplanner looking to take the next step in your career? An exciting opportunity has arisen within a dynamic and highly professional wealth management team based in Leeds. We're looking for a driven and knowledgeable Paraplanner to support Financial Planners and Advisers i...

• Glasgow
• £45000 - £55000 per annum + Excellent benefits package
• Posted about 2 months ago

Idex Consulting have an exciting 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. If you are looking to join a vibrant business with many promotional opportunities this would be an am...

• London
• £45000 - £55000 per annum + benefits package
• Posted about 2 months 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 about 2 months 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 ...

• Glasgow
• £55000 - £60000 per annum + Excellent benefits package
• Posted 2 months ago

Idex Consulting are looking for a very experienced Technical Senior Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow. As a Senior member of the team your main responsibilities will be to provide complex technical support, full research of products using a...

• Falkirk
• Negotiable
• Posted 2 months ago

An expanding financial advice group require a Paraplanner to join their team in Falkirk. My clients offers a flexible working platform that supports progression with your career. Preparing pre-approval documentation prior to report writing Utilising technology to produce accurate solutions for cl...

• Birmingham
• Negotiable
• Posted 2 months 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...