Paraplanner jobs

• Bristol
• £60000 - £68000 per annum + Bonus
• Posted about 5 hours ago

A fantastic opportunity has arisen for an experienced Regional Paraplanner Manager to join a highly respected national financial planning business. This role is ideal for a confident people leader with strong technical knowledge and proven experience managing high-performing paraplanning teams. A...

• London
• £40000 - £55000 per annum
• Posted 2 days ago

The role will see you working closely with the Paraplanning Manager, Paraplanning Team Leader, and established team of Paraplanners to provide an integral function to the wider team. Full paraplanning support to the Wealth Preparing pre-approval documentation prior to report writing, ensuring rec...

• Cheltenham
• £45000 - £52000 per annum
• Posted 2 days ago

I'm currently representing a highly respected independent financial advice business who are looking for a Paraplanner to join either their Bristol or Cheltenham team. You'll be working directly alongside Senior Financial Advisers, providing technical support and helping deliver outstanding client...

• Bristol
• £45000 - £52000 per annum
• Posted 2 days ago

I'm currently representing a highly respected independent financial advice business who are looking for a Paraplanner to join either their Bristol or Cheltenham team. You'll be working directly alongside Senior Financial Advisers, providing technical support and helping deliver outstanding client...

• Uddingston
• £40000 - £50000 per annum + bonus
• Posted 5 days ago

A very rare position has arisen at this excellent IFA practice in Uddingston. This firm is extremely well thought of in the industry and it is an exciting time for a new Paraplanner to join. They work on a hybrid basis with 2 days in the office, 3 at home. The role is really varied and some of th...

• Bristol
• £45000 - £55000 per annum
• Posted 5 days ago

An exciting opportunity has arisen with a rapidly expanding wealth management group undergoing significant growth through strategic acquisitions. The business combines the energy of a modern, fast-scaling organisation with the stability of private equity backing. We are seeking an experienced Par...

• Gloucester
• £40000 - £45000 per annum + Bonus
• Posted 5 days ago

Are you an experienced Paraplanner looking for your next career move? This is an exciting opportunity to join a highly respected independent financial advice business. Due to growth and their success, my client is currently looking for an Paraplanner to join their Gloucester team. You'll be worki...

• Cambridge
• £50000 - £60000 per annum
• Posted 7 days ago

Are you an experienced Paraplanner (chartered or making strong progress to be) who is looking to jump start your career and work for one of the top wealth management organisation in the UK? We are looking to speak to ambitious, Technical Paraplanners who feel like development and progression just...

• Cambridge
• £40000 - £45000 per annum
• Posted 7 days ago

A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving team in Cambridge. We are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow. I am looking for a candidate with previous technical experience in a P...

• 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...

• Glasgow
• £48000 - £52000 per annum + benefits package
• Posted 9 days ago

Senior Paraplanner, remote/1 day in the office A very exciting position has just arisen at this National Wealth Management Firm. You will work 1-2-1 with one of their top producing IFA's who has a large high net worth client base. These clients are complex and you will be dealing with the full sp...

• Manchester
• £35000 - £45000 per annum
• Posted 15 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...

• West Sussex
• £55000 - £68000 per annum
• Posted 16 days ago

Responsible for delivering the financial planning proposition, alongside the Financial Planners and Client Support in a highly professional, client focused practice. Key Responsibilities Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of c...

• Birmingham
• £50000 - £55000 per annum
• Posted 16 days ago

The Opportunity We are delighted to offer an excellent opportunity for a Paraplanner to join our team in Birmingham. In this role, you will bring a strong understanding of core financial planning solutions and continue to develop your expertise through exposure to a wide range of client planning ...

• Blackburn
• £35000 - £45000 per annum
• Posted 20 days ago

My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting advisers and clients. The company offers hybrid working a...

• North Yorkshire
• £40000 - £45000 per annum
• Posted 22 days ago

Are you a highly experienced Paraplanner ready to take the next step into leadership? This is an exciting opportunity to join a fast-growing, independent financial advice and fund management group with a strong national presence and an inclusive, collaborative culture. You'll be joining a well-es...

• Birmingham
• £45000 - £55000 per annum
• Posted 22 days ago

About the Role An exciting opportunity has arisen for an experienced Paraplanner to join a dynamic and forward-thinking financial planning team in Birmingham. The successful candidate will provide high-quality technical and administrative support to Financial Planners, helping to deliver exceptio...

• Glasgow
• £45000 - £52000 per annum + Excellent benefits package
• Posted 22 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 29 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...

• Glasgow
• £38000.00 - £46000.00 per annum + annual bonus
• Posted 29 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...