Jobs: paraplanner

<div><p>A leading <b>Wealth Management</b> firm based in the <b>West Midlands</b> is seeking a <b>Technical Trainer</b> to join their expanding team on a permanent basis in a newly created role.</p> <p>This full‑time role offers a competitive salary of <b>£55,000-£60,000</b>, 2 days...

A regional wealth management firm in Aberdeen City is looking for a Paraplanner to offer paraplanning and client management support. In this role, you will handle portfolio analysis, perform research, and interact with high-net-worth clients, ensuring comprehensive financial advice. The firm supports professional growth, with opportunities to advance to a...

<p>Social network you want to login/join with:</p><h3>Senior IFA administrator, Technical Report Writer, Glasgow</h3><p>Client:</p><p>Location:</p><p>Glasgow, United Kingdom</p><h3>Job Category:</h3><p>Other</p><p>-</p><h3>EU work permit...

<div><h3>Technical Consultant - Financial Planning</h3> <p>Salary/Rate: To £52,000 + extensive benefits + bonus</p> <p><b>Fed up of that trip into the office?</b></p> <p>Not a problem you'll encounter at this business.</p> <p>Here they're expanding the team so if you live within...

<div><p>Do you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in either our Glasgow office on a full-time permanent basis.</p> <p>Working alongside our team of experts, as Client Liaison Administrator, you'll be the...

<div><h3><b>Company Overview</b></h3> <p>Join a forward-thinking, client-centric financial planning firm known for delivering holistic advice across pensions, investments, tax planning, and protection. With a strong culture of professionalism, accountability, and continuous development, this firm supports a high-performing...

A financial services firm in Blackburn is seeking a Senior Paraplanner to provide technical support to advisers and mentor junior staff. This role involves preparing accurate financial reports, ensuring compliance with regulations, and maintaining high-quality paraplanning support. Candidates should possess strong knowledge of financial planning and relevant...

A leading financial advisory firm in Greater London seeks a financial planner with extensive technical knowledge and strong leadership skills. The role involves providing tailored financial planning advice while managing client relationships and guiding a team of paraplanners. Offering a competitive salary of up to £80,000 along with comprehensive benefits...

<div><p>A well-established financial planning firm is seeking a Financial Services Administrator to support advisers, paraplanners, and team leaders within a busy and professional IFA environment. This role is ideal for an organised, client-focused administrator with experience in financial services who is looking to develop a long-term career in...

<div><p>We are currently recruiting for a highly regarded Financial Planning practice based in Poole who are looking for a Senior Administrator.</p> <h3>Job Purpose</h3> <p>The Senior Administrator will provide high quality administrative support to our Financial Planners to enable them to provide an outstanding service to...

<div><h3>IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES/PARAPLANNER EXPERIENCE)</h3> <p>Our client, a leading financial services firm, seeks to recruit a Technical Helpdesk manager. Duties will include;</p> <ul> <li>Advising IFAs & colleagues on FP...

<div><h3>Associate Director - Financial Services at Meraki Talent Ltd</h3> <p><b>Paraplanner / Trainee Paraplanner</b></p> <p>Edinburgh</p> <p>Meraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in...

A leading chartered financial advice firm in Glasgow seeks an experienced paraplanner/senior paraplanner. The role entails client interaction, preparing suitability reports, and conducting market research. Candidates should possess significant experience in pensions and investments, along with excellent reporting skills. The firm fosters career development...

A leading recruitment agency is offering an excellent opportunity for an experienced Paraplanner based near Woking. This role involves financial analysis, client support, and preparation of suitability reports. Candidates should have a Level 4 Diploma in Financial Planning and experience with various financial tools. The company offers a competitive salary...

A UK-based financial services firm is seeking an experienced IFA administrator. You will prepare client meeting paperwork, conduct product research, and work closely with skilled paraplanners. Candidates should possess over 5 years of experience and have a conscientious attitude towards learning. The position offers a competitive salary of £29,000 –...

<div><h3>Mortgage Broker/Home Loan Banker/Business Banker</h3><p>Harts Financial Solutions - Your Private CFO & Principle Adviser</p><p>Harts Financial Solutions (HFS) is a privately owned consultancy business based in Wembley. We are dedicated to providing business owners and high net worth clients with tailored...

<div><h3>Overview</h3><p>An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Warwick. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality,...

<div><p>Here at Alexander Lloyd, we are supporting a well-known employee benefits consultancy specifically within their DC Pensions team to recruit for an experienced Senior DC Pension Consultant. You will be developing relationships with the highest levels of HR and ensuring high levels of delivery of their pension...

A well-established company in Folkestone is seeking an experienced Senior Administrator / Junior Paraplanner. You will oversee office administration, ensure compliance, and support junior staff. The ideal candidate has over 4 years of financial services experience, is detail-oriented, and holds (or is working towards) a Level 4 qualification. This role...

A respected organisation in professional services is seeking a detail-oriented Senior Paraplanner in Cheltenham. This role involves preparing detailed reports, conducting financial analysis, and ensuring compliance with legal standards. The ideal candidate will possess a relevant qualification in financial planning and strong analytical skills. The position...