Paraplanner jobs

• Edinburgh
• £45000 - £48000 per annum + benefits package
• Posted about 19 hours 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 7 days 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 12 days 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 15 days 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 15 days 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 ...

• Altrincham
• £35000.00 - £40000.00 per annum
• Posted 15 days 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...

• Chorley
• £35000 - £42000 per annum
• Posted 21 days ago

My client is currently looking for an Paraplanner to join their team in Chorley. This is a professional position that supports Independent Financial Advisers directly in servicing existing and potential clients. THE ROLE To accurately interpret the adviser's client files to ascertain the client's...

• Manchester
• £35000 - £45000 per annum
• Posted 21 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
• £38000 - £42000 per annum + benefits package
• Posted about 1 month 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 about 1 month 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...

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

Our client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan. THE ROLE: Providing technical, research and administrative support Production of compliant and detailed client s...

• Arundel
• £35000 - £40000 per annum + Bonus
• Posted about 2 months 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 2 months 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 2 months 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...

• Warwick
• £40000 - £45000 per annum + Benefits + Career Progression
• Posted about 2 months ago

Are you an experienced Paraplanner looking to join a forward-thinking company that values expertise, innovation, and career growth? We're searching for a dedicated and detail-focused Paraplanner to join our team in Warwick. This hybrid role offers a competitive salary of up to £45k, along with an...

• Newcastle upon Tyne
• £35000 - £40000 per annum + Bonus
• Posted about 2 months ago

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Newcastle based team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024. Duties include; Preparing pre-approval d...

• Chester
• £40000 - £46000 per annum
• Posted about 2 months ago

My client is currently looking for a detail-oriented and analytical Paraplanner to join their team in Chester. In this role, you will work closely with Financial Advisors to support the financial planning process and ensure the delivery of high-quality advice to our clients. Responsibilities: Con...

• Knutsford
• £35000 - £45000 per annum
• Posted about 2 months ago

My client is currently looking for an experienced Paraplanner in Knutsford. 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 advice...

• Falkirk
• Negotiable
• Posted 3 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...

• Edinburgh
• £25000 - £35000 per annum
• Posted 3 months 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...