Paraplanner jobs

• Leeds
• £45000 - £50000 per annum
• Posted 2 days 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 9 days 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
• £60000 - £65000 per annum + benefits package
• Posted 14 days ago

Are you an experienced, technical Paraplanner who is either currently working in the UHNW space or is keen to make that jump into it? Do you have ambitions to ultimately move into a financial advisory position dealing with mass affluent clients within specialist advice areas such as sports, media...

• Edinburgh
• £40000 - £45000 per annum
• Posted 14 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,...

• London
• £45000 - £55000 per annum + benefits package
• Posted 15 days 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 15 days 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 22 days 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...

• Glasgow
• £48000.00 - £55000.00 per annum + Excellent benefits package
• Posted 23 days ago

Senior Paraplanner, City Centre Glasgow Hybrid working My client is seeking a detail-oriented and experienced Paraplanner to join a highly experienced team. The ideal candidate will support one financial planner providing comprehensive financial planning services to our clients. They are a niche ...

• Falkirk
• Negotiable
• Posted 23 days 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 24 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...

• Glasgow
• £38000.00 - £42000.00 per annum + Excellent benefits package and bonus
• Posted about 1 month ago

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

• Bristol
• £35000 - £45000 per annum + Bonus
• Posted about 1 month 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...

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

The Paraplanner will provide support to the financial adviser, completing analysis and research and preparing recommendations. The Paraplanner assists in providing full holistic financial advice to the client. Responsibilities: Preparing the fund switch report Assist in completing the client fact...

• Edinburgh
• £25000 - £35000 per annum
• Posted about 1 month 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...

• Basford, Stoke-on-Trent
• £32000 - £38000 per annum
• Posted about 1 month ago

My client is actively looking for a Paraplanner to join their team in Stoke on Trent. They will consider both level 4 qualified experienced Paraplanner and part qualified Trainee Paraplanners. They currently have a team of five Paraplanners and they're currently looking for another set of hands t...

• Edinburgh
• £45000 - £48000 per annum + benefits package
• Posted about 1 month ago

We are looking for an experienced Paraplanner Team Leader to lead and support the Paraplanners. You'll manage daily operations, drive process improvements, develop team capability, and support strategic initiatives-all while ensuring consistent, high-quality service. What you'll do: Lead, train, ...

• Liverpool
• £38000 - £43000 per annum
• Posted about 2 months ago

My client is currently looking an experienced Paraplanner to join their team in central Liverpool. THE ROLE The successful candidate will provide essential technical support to financial advisers, helping to create accurate, compliant, and effective financial plans for clients. You will handle mu...

• Glasgow
• £40000 - £50000 per annum
• Posted about 2 months ago

An exciting opportunity has arisen for an experienced Paraplanner for a well-known IFA Practice. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package. They are requiring a Paraplanner with experienc...

• Glasgow
• £35000 - £45000 per annum + Excellent benefits package
• Posted about 2 months ago

Our client, is a highly reputable Wealth Managers based in Glasgow. They are not consolidated and will remain on their own. They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. The job holder will be dealing wi...

• Aberdeen
• £26500 - £35000 per annum
• Posted about 2 months ago

Idex Consulting have a new opportunity for an IFA administrator to join a small, highly successful practice in Aberdeen. You will be part of a team providing support and reports to the company director. Prepare suitability reports Using Intelligent Office system and a variety of platforms Obtain ...