All jobs near United Kingdom

• Newcastle upon Tyne
• £37000 - £42000 per annum + discretionary bonus
• Posted 2 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...

• Chippenham
• £40000 - £45000 per annum
• Posted 3 days ago

We are working with a growing, forward-thinking wealth management firm who are seeking an experienced Senior Paraplanner to join their team in Chippenham. This is a newly created role to support two Financial Advisers and a high-value client bank of around 130 clients, with average assets of appr...

• Basford, Stoke-on-Trent
• £32000 - £38000 per annum
• Posted 3 days 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...

• Glasgow
• £40000 - £50000 per annum
• Posted 10 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...

• Birmingham
• £35000 - £45000 per annum + benefits package
• Posted 17 days ago

We're looking for an experienced Paraplanner to join a forward-thinking and supportive financial planning team based in Birmingham. This is a great opportunity to play a key role in delivering high-quality advice support while working in a collaborative, client-focused environment. This role offe...

• Chorley
• Up to £30000 per annum
• Posted 22 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 22 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 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...

• Edinburgh
• £40000 - £45000 per annum
• Posted 30 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 about 1 month 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...

• London
• £35000 - £65000 per annum
• Posted about 1 month ago

Are you an experienced Paraplanner or Trading Administrator seeking the next step in your career? This is a rare opportunity to join a multi-award-winning, progressive financial planning firm that is recognised for delivering exceptional client service and industry-leading advice. This role is id...

• London
• £50000 - £65000 per annum + Benefits
• Posted about 1 month ago

Do you want to work for an award winning financial planning practice in central London? Are you an experienced paraplanner who has existing client facing exposure or have the skills to develop into a client facing paraplanner role? Do you have an interest in ultimately becoming a financial adviso...

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

Are you a detail-driven problem solver who thrives on research, analysis and bringing clarity to complex financial plans? We're looking for a Paraplanner to join our growing team, providing vital support to Financial Advisers and helping clients achieve their financial goals. This is a fantastic ...

• Bristol
• £45000 - £55000 per annum + Bonus
• Posted about 1 month ago

I'm currently working with a highly regarded and long-established independent wealth management firm in Bristol, who are looking to appoint both a Senior Paraplanner and a Mid-Level Paraplanner to join their growing team. This business is known for its outstanding reputation and genuine commitmen...

• 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...

• Glasgow
• £38000.00 - £46000.00 per annum + annual bonus
• Posted about 1 month 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...

• Newton Mearns
• £45000.00 - £52000.00 per annum + flexible working
• Posted about 1 month 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...

• Bromsgrove
• £50000 - £60000 per annum + Bonus
• Posted about 2 months ago

A highly respected, independent financial advisory and wealth management firm is seeking a skilled and motivated Paraplanning Manager to lead and develop its paraplanning function. This is a fantastic opportunity for a qualified professional with leadership experience to join a forward-thinking b...

• 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...