Paraplanner

1 week ago


Birmingham, United Kingdom Cathedral Appointments | South West Recruitment Full time

Salary £35k to £40k DOE | Remote | Flexible Hours – Full or Part time


Cathedral Appointments is delighted to be working with a well-established, independent Asset Management firm based in Cornwall who are proud of its reputation and bespoke client care.

They have an exciting opportunity for an experienced Paraplanner to join their team on either a full time or part time basis.


Fully Remote working offered with access Cornwall on an ad hoc basis.


Paraplanner responsibilities include: -

  • Review client files, portfolios, and products
  • Assist with or prepare full suitability reports
  • Research the most suitable product and tax wrapper
  • Complete money laundering requirements
  • Prepare research on existing investment and pension funds
  • Maintain client relationships


Paraplanner requirements include: -

  • Part or fully qualified level 4 CII or LIBF candidates considered
  • Experience of working in a similar role in Financial Services
  • Ability to work under your own initiative
  • Excellent verbal and written communication skills
  • The ability to communicate confidently, clearly, and effectively at all levels


Benefits for Paraplanner: -

  • Remote working
  • Flexible hours
  • Competitive employee benefits package
  • 27 days annual leave plus bank holidays
  • Company pension


Note on Sponsorship: We regret to inform that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.


Recruitment Consultant: Joanne Howell

Ref: 10671


  • Paraplanner

    2 weeks ago


    Birmingham, United Kingdom CV-Library Full time

    Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy The business is independently owned and has a team of 6, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth...

  • Paraplanner

    4 weeks ago


    Birmingham, United Kingdom NJR Recruitment Careers Full time

    About usNJR Recruitment are partnered with a well establish Chartered financial planning firm who are currently looking for a Technical Sales Support /Paraplanner to assist their Financial Planner in providing expert guidance to their clients. This Paraplanner will have a key role in preparing for client meetings by conducting analysis, opportunity spotting...

  • Paraplanner

    3 weeks ago


    Birmingham, United Kingdom Finlink Ltd Full time

    Paraplanner, Edgbaston Hybrid - 2 days at home after probation Up to £45,000, potentially higher This Paraplanner role is best suited to a Level 4 Diploma qualified paraplanner, who wants to be part of a close-knit team. In addition to a good salary, the business will provide exam support all the way to Chartered, and over time are happy to develop you...

  • Senior Paraplanner

    2 months ago


    Birmingham, United Kingdom Premier Jobs UK Full time

    Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategyThe business is independently owned and has a team of 6, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth...

  • Paraplanner

    1 month ago


    Birmingham, United Kingdom Premier Jobs UK Full time

    This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firmYou will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to...

  • Paraplanner

    1 month ago


    Birmingham, United Kingdom Tall Grass Recruitment Full time

    Job Overview We are seeking an experienced Paraplanner to join our team and provide comprehensive financial planning support services. The ideal candidate will play a crucial role in assisting our financial advisors with the preparation and implementation of financial plans for our clients. Responsibilities * Conduct thorough research on financial...

  • Paraplanner

    3 weeks ago


    Birmingham, Birmingham, United Kingdom Reed Full time

    {"title": "Paraplanner Role", "description": "We are seeking a skilled Paraplanner to join our team at Reed Financial Services. As a Paraplanner, you will play a crucial role in supporting our Financial Planners by carrying out the technical aspects of preparing for client meetings. This includes completion of regular reviews, analysis/opportunity spotting,...

  • Paraplanner

    3 weeks ago


    Birmingham, Birmingham, United Kingdom Reed Full time

    {"title": "Paraplanner Role", "description": "We are seeking a skilled Paraplanner to join our team at Reed Financial Services. As a Paraplanner, you will play a crucial role in supporting our Financial Planners by carrying out the technical aspects of preparing for client meetings. This includes completion of regular reviews, analysis/opportunity spotting,...

  • Senior Paraplanner

    2 months ago


    Birmingham, United Kingdom Premier Jobs UK Limited Full time

    Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategyThe business is independently owned and has a team of 6, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth...

  • Senior Paraplanner

    2 months ago


    Birmingham, United Kingdom Premier Jobs UK Limited Full time

    Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategyThe business is independently owned and has a team of 6, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth...

  • Senior Paraplanner

    2 months ago


    Birmingham, United Kingdom Premier Jobs UK Limited Full time

    Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategyIf your skills, experience, and qualifications match those in this job overview, do not delay your application.The business is independently owned and has a team of 6, growing to 8, who...

  • Paraplanner

    1 month ago


    Birmingham, United Kingdom Tallgrass Recruitment Limited Full time

    Job Overview We are seeking an experienced Paraplanner to join our team and provide comprehensive financial planning support services. The ideal candidate will play a crucial role in assisting our financial advisors with the preparation and implementation of financial plans for our clients. Responsibilities Conduct thorough research on financial products...

  • Paraplanner

    1 month ago


    Birmingham, United Kingdom Premier Jobs UK Limited Full time

    This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to...

  • Paraplanner

    3 weeks ago


    Birmingham, United Kingdom IDEX Consulting Ltd Full time

    A opportunity is available for a Paraplanner to join a long-standing financial advice and investment firm based near Sutton Coldfield.My client is an financial advice firm specialising in client-focused services that include investments, pensions and retirement planning, IHT planning and protection. This is a superb opportunity for an experienced Paraplanner...

  • Senior Paraplanner

    3 days ago


    Birmingham, United Kingdom Bruin Full time

    My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...

  • Paraplanner

    4 weeks ago


    Birmingham, United Kingdom Idex Full time

    A opportunity is available for a Paraplanner to join a long-standing financial advice and investment firm based near Sutton Coldfield.My client is an financial advice firm specialising in client-focused services that include investments, pensions and retirement planning, IHT planning and protection. This is a superb opportunity for an experienced Paraplanner...

  • Paraplanner

    2 weeks ago


    Birmingham, United Kingdom CV-Library Full time

    Are you a Paraplanner in Birmingham looking to join one of the leading firms in the UK? We are very excited to announce an incredible opportunity for a paraplanner to our clients amazing Paraplanning team. A forward-thinking firm, who are making some amazing steps forward in the profession within the UK and beyond. If you are an experienced...

  • Paraplanner

    2 weeks ago


    Birmingham, United Kingdom enable Recruitment Full time

    Are you a Paraplanner in Birmingham looking to join one of the leading firms in the UK? We are very excited to announce an incredible opportunity for a paraplanner to our clients amazing Paraplanning team. A forward-thinking firm, who are making some amazing steps forward in the profession within the UK and beyond If you are an experienced Paraplanning...

  • Pension Paraplanner

    2 days ago


    Birmingham, Birmingham, United Kingdom Bruin Full time

    About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team in Birmingham, supporting our Wealth Planners in delivering exceptional financial planning services to our clients.Key ResponsibilitiesConduct in-depth research on a wide range of financial planning products and services, including pensions, life insurance, tax planning, and...

  • Pension Paraplanner

    3 days ago


    Birmingham, Birmingham, United Kingdom Bruin Full time

    About the RoleWe are seeking a highly skilled Senior Paraplanner to join our team in Birmingham, supporting our Wealth Planners in delivering exceptional financial planning services to our clients.Key ResponsibilitiesConduct in-depth research on a wide range of financial planning products and services, including pensions, life insurance, tax planning, and...