Paraplanner

Technical Paraplanner £40,000 - £55,000 - open depending on experience We are working with a highly successful Financial Planning and Investment Management practice near Bishops Stortford who are now looking for an experienced Paraplanner to join the team. The Senior Paraplanner will be a key hire for the business and will be responsible for...

A highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team. With offices across the South West and London, this well-established and reputable company has experienced steady growth over recent years.The Role: Due to increased business demand, they are looking...

Job Description A highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team.With offices across the South West and London, this well-established and reputable company has experienced steady growth over recent years.The Role: Due to increased business demand,...

Job OverviewWe are seeking a skilled Paraplanner to join our team in Farnham, providing high-level technical support and guidance to Financial Planners. The ideal candidate will have experience in producing cash flow models and suitability reports.

Senior Paraplanner OpportunityWe're seeking an experienced Paraplanner to join our team, providing technical support to our Chartered Financial Planners and Financial Planners. This is a fantastic opportunity to work with a leading financial planning firm, delivering high-quality services to our clients.Your Key Responsibilities:Provide comprehensive...

Paraplanner. Salary: £45k to £50k plus discretionary bonus and excellent benefits Location: Bishop's Stortford, Office Based (5 days per week) About the Company: Tate is proud to partner with a bespoke wealth management firm in Bishop's Stortford that is undergoing significant expansion. The company's client proposition is akin to...

Looking for an ambitious and driven Trainee Adviser. Either someone who is a strong paraplanner ready to take the next step or someone who is already in an adviser role who feels that they are lacking the training and support they need to become a well-establishedFinancial Planner. This isn't a large national company but instead a smaller company that has a...

Job OverviewA highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team. With a strong presence across the South West and London, this well-established and reputable company has experienced steady growth over recent years.The Role: Due to increased business...

A top-tier financial planning firm seeks an experienced Paraplanner to provide expert technical support to its Chartered Financial Planners. This role demands a strong foundation in regulated financial planning, preferably a Diploma in Regulated Financial Planning (CII Level 4), and progress towards Chartered status or further qualifications.The successful...

A reputable financial services company is looking for a skilled Paraplanner to support Chartered Financial Planners. This role involves delivering high-quality technical assistance, enabling advisors to focus on client relationships.To be successful, you will need a Diploma in Regulated Financial Planning (CII Level 4) as a minimum qualification. Progress...

A leading financial planning firm is seeking an experienced Paraplanner to provide technical support to Chartered Financial Planners. With a focus on delivering comprehensive assistance, this role will enable advisors to concentrate on client-facing activities.The ideal candidate will hold a Diploma in Regulated Financial Planning (CII Level 4) and have...

Job DescriptionWe're seeking a skilled Paraplanner to join our dynamic team, providing technical support to our Chartered Financial Planners and Financial Planners. As a key member of our operations team, you'll play a vital role in delivering exceptional service to our clients.About You:You have a Diploma in Regulated Financial Planning (CII Level 4)You're...

**Pension & Investment Administrator** Well established, successful, professional and friendly IFA practice is looking for an additional team member to assist financial consultants with administration - New business processing of pensions and investment cases - Liaising with financial consultants, paraplanners, providers etc - Keeping the back-office...

IFA Administrator/Junior Paraplanner Up to £34,000 (£38k with bonus) Hybrid working This role is suited to those with experience within IFA Administration and working towards their Level 4 Diploma in Financial Planning. This company offers hybrid working, a salary of up to £34,000 and after becoming an established administrator, there is a potential...

**Job Description:**We are seeking a highly skilled Paraplanner to join our team in Bishops Stortford. The successful candidate will be responsible for providing technical support to the Senior Leadership Team, assisting with client meetings, and developing cashflow models.A competitive salary of £60,000 - £75,000 is offered, depending on experience. We...

**Role Overview:**A successful Financial Planning practice is looking for an experienced Paraplanner to join their team near Bishops Stortford. This is an excellent opportunity to develop your career and contribute to the company's growth.The ideal candidate will have a solid understanding of financial planning and paraplanning principles, as well as...

**Introduction** **Why Saltus?** Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We have a number of...