Paraplanner

2 weeks ago


West Sussex, United Kingdom Synchronicity Financial Services Full time

We are recruiting for Paraplanners who are minimum Level 4 CII/CISI qualified and are already progressing or keen to progress to Chartered status.


The role offers hybrid working and can be based from London, Sussex, Surrey, Hampshire, Hertfordshire, Bedfordshire or Bristol.


We are recruiting experienced, high calibre Paraplanners, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability reports.


You will be confident dealing with HNW clients and professional connections and a natural problem solver. These roles will suit a highly technical career paraplanner who doesn't want to progress into Advice.


A minimum of 3 years Paraplanning experience is required for these roles.


  • Pension Paraplanner

    4 weeks ago


    Horsham, West Sussex, United Kingdom Capio Recruitment Full time

    Job Title: Senior Paraplanner Location: Horsham area An independent financial planning firm located in the Horsham area, dedicated to building well established relationships with clients to empower them to achieve their financial goals. Join a close knit team who are committed to providing exceptional service in order to guide clients towards a fulfilling...

  • Paraplanner

    2 weeks ago


    Worthing, West Sussex, United Kingdom Financial Divisions Full time €40,000

    Paraplanner – Route to Adviser OR Senior Technical Specialist The following information aims to provide potential candidates with a better understanding of the requirements for this role. Worthing, Sussex £40,000 plus bonus and benefits package + hybrid working The Opportunity: Our client is an established, reputable and continuously growing...

  • Paraplanner

    2 weeks ago


    Worthing, West Sussex, United Kingdom Financial Divisions Full time

    Paraplanner – Route to Adviser OR Senior Technical Specialist The following information aims to provide potential candidates with a better understanding of the requirements for this role. Worthing, Sussex £40,000 plus bonus and benefits package + hybrid working The Opportunity: Our client is an established, reputable and continuously growing...


  • Horsham, West Sussex, United Kingdom Astral Recruitment Full time €40,000 - €46,000

    Our client is a successful local IFA business and they are currently looking for an experienced Paraplanner to join their team based in Horsham We need a fully qualified experienced Paraplanner who has ideally worked with a senior adviser Please note this is an office based role but may allow a day from home There is also a benefits and bonus...

  • Paraplanner

    2 weeks ago


    West End, United Kingdom Heat Recruitment Ltd Full time

    There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This particular position is based in the London office, where you will be working closely among Investment Managers. They keep going from strength to strength, with further...

  • Paraplanner

    2 weeks ago


    West End, United Kingdom Heat Recruitment Ltd Full time

    There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This particular position is based in the London office, where you will be working closely among Investment Managers.They keep going from strength to strength, with further...

  • Ifa Administrator

    1 month ago


    West Sussex, United Kingdom Financial Divisions Full time

    IFA Administrator - leading to paraplanner role - Littlehampton - £28K-32K plus... We have an opportunity for an experienced IFA Administrator who is interested in working towards their diploma in financial planning as they work towards becoming a Paraplanner. This boutique IFA practice based in Littlehamton West Sussex offers a comfortableworking...

  • Paraplanner

    2 weeks ago


    Manchester, North West, United Kingdom Ferguson Dean Limited Full time

    A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team.Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration...

  • Paraplanner

    1 week ago


    Marlborough, Wiltshire, South West, United Kingdom Premier Jobs UK Limited Full time

    This Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing teamHave you got the right qualifications and skills for this job Find out below, and hit apply to be considered.You will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of...

  • Junior Paraplanner

    1 day ago


    East Sussex, United Kingdom Burgh Recruitment Limited Full time €24,000 - €30,000

    Junior Paraplanner If you think you are the right match for the following opportunity, apply after reading the complete description. Location: London / Hybrid plus study support and benefits Salary: From £24,000 to £30,000 per annum (Dependent on Experience) An excellent and very interesting opportunity has arisen for a Junior Paraplanner to work...


  • Haywards Heath, West Sussex, United Kingdom Astral Recruitment Full time €40,000 - €46,000

    Our client is a successful local IFA business and they are currently looking for an experienced Paraplanner to join their team based in Haywards Heath We need a fully qualified experienced Paraplanner who has ideally worked with a senior adviser Please note this is an office based role but may allow a day from home There is also a benefits and...

  • Paraplanner

    1 month ago


    North West England, United Kingdom MCS Group Full time

    MCS Group is delighted to be recruiting a Paraplanner for our IFA client based in the Hillingdon, London area. The individual will provide a full range of paraplanning functions, ensuring client service and compliance is delivered and maintained at all times This client offers plenty of opportunities within the business to develop your career and learn...

  • Trainee Paraplanner

    1 week ago


    West Lothian, United Kingdom Recruit UK Full time

    **Are you a second careerist looking to make a move into Financial Planning?** **Want to become a Paraplanner?** At Recruit UK, we are seeking a high-quality administrator to join an excellent Financial Planning firm to join their small and friendly team in Linlithgow as a Trainee Paraplanner. They have taken a bespoke approach for the last 30 years, going...

  • Paraplanner

    5 days ago


    Manchester, North West, United Kingdom Ferguson Dean Limited Full time

    A major wealth management firm in Altricham are looking for a Dip qualified paraplanner to join their team. The firm work across the UK with clients in the £500k plus space in the main, and have a defined career path internally. All paraplanners will receive support to reach Chartered.If you would like to know a bit more about this opportunity, or are...


  • Shoreham-By-Sea, West Sussex, United Kingdom Astral Recruitment Full time €40,000 - €46,000

    Our client is a successful local IFA business and they are currently looking for an experienced Paraplanner to join their team based in Shoreham We need a fully qualified experienced Paraplanner who has ideally worked with a senior adviser Please note this is an office based role but may allow a day from home There is also a benefits and bonus...

  • Paraplanner

    3 days ago


    Preston, Lancashire, North West, United Kingdom Ferguson Dean Limited Full time

    A leading financial planning firm in Preston are looking for a Dip qualified paraplanner to join their team. The firm work across the UK with clients in the £250k plus space in the main, and have a defined careeer path internally. All paraplanners will receive support to reach Chartered.If you would like to know a bit more about this opportunity, or are...


  • Horsham, West Sussex, United Kingdom Astral Recruitment Full time €40,000 - €46,000

    NEW to market Our client is a successful local IFA business and they are currently looking for an experienced Paraplanner to join their team based in Horsham We need a fully qualified experienced Paraplanner who has ideally worked with a senior adviser The client is happy to pay circa £40-46000 base dependent on experience and qualifications Please note...

  • Support Paraplanner

    7 days ago


    West Midlands, United Kingdom Idex Full time

    Are you looking to join a forward thinking dynamic financial planning company who puts the client at the heart of everything they do?Are you an experienced or aspiring Paraplanner who has strong interpersonal skills and can apply their own knowledge and experience to deliver quality client outcomes?If so, then we have the perfect opportunity for you!This is...

  • Paraplanner

    7 days ago


    West Yorkshire, United Kingdom Idex Full time

    We are working with a Financial firm based in Guiseley who are looking to recruit their next Paraplanner.Our clients are looking for a strong Paraplanner who can join their team to enjoy the great rewards this company has to offer.Key Duties and Responsibilities:Establishing and building strong relationships with clientsPreparing and maintaining client files...

  • Paraplanner

    7 days ago


    West Yorkshire, United Kingdom Idex Full time

    We are working with a Financial firm based in Guiseley who are looking to recruit their next Paraplanner.Our clients are looking for a strong Paraplanner who can join their team to enjoy the great rewards this company has to offer.Key Duties and Responsibilities:Establishing and building strong relationships with clientsPreparing and maintaining client files...