Paraplanner

A national IFA practice, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Knutsford. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a trainee adviser role in the firm though, to follow their defined career path, and as such they are...

Mbf are working with a respected & award winning Independent Financial Planning organisation to recruit a Junior Paraplanner. Our client is dedicated to providing first class financial planning & investment management services to clients across the UK. Their team of professional are committed to delivering personalised and strategic advice, ensuring that...

Trainee Paraplanner Marlborough, Berkshire £28-£32k Hybrid We are pleased to be working with an IFA firm based near Newbury, on their search for a Trainee Paraplanner to join the growing team. Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role...

Trainee Paraplanner Marlborough, Berkshire £28-£32k Hybrid We are pleased to be working with an IFA firm based near Newbury, on their search for a Trainee Paraplanner to join the growing team. Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role...

We are thrilled to have exclusively partnered with a thriving and ambitious Independent Financial Planning and directly authorised firm based in Cheltenham. With over 15 years of experience providing top-tier financial services to both individuals and businesses, this firm is looking to expand its team as they continue their growth journey. Over the years,...

We are hiring a Paraplanner to join our boutique wealth management company which delivers bespoke, high quality financial planning and investment advice to individuals in the professional services industry. The Role   The role will involve working collaboratively in a dynamic team of Chartered Financial Planners, Paraplanners, Investment Analysts and...

Recruit UK are working on an excellent opportunity for a Paraplanner to join a Financial Planning firm in Swansea. This successful IFA firm offer clients holistic advice, recognising that each client is different and therefore they tailor each service accordingly. As their client outreach continues to grow, they are looking to grow their Paraplanning team....

Recruit UK are working on an excellent opportunity for a Paraplanner to join a Financial Planning firm in Swansea. This successful IFA firm offer clients holistic advice, recognising that each client is different and therefore they tailor each service accordingly. As their client outreach continues to grow, they are looking to grow their Paraplanning team....

The Company: A highly regarded boutique Investment Management The Role: The Paraplanner will support a team of Wealth Managers / Wealth Planners in the administrative management of client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support. The Paraplanner will prepare and implement...

FULLY CLIENT FACING SENIOR PARAPLANNER ( 2 roles available)-London To c£45/55k , study to complete Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits. Join this award-winning independent London based firm and enjoy the Client focussed culture, where referrals and recommendations are the...

FULLY CLIENT FACING SENIOR PARAPLANNER ( 2 roles available)-London To c£45/55k , study to complete Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits. Join this award-winning independent London based firm and enjoy the Client focussed culture, where referrals and recommendations are the...

We are thrilled to have exclusively partnered with a thriving and ambitious Independent Financial Planning and directly authorised firm based in Cheltenham. With over 15 years of experience providing top-tier financial services to both individuals and businesses, this firm is looking to expand its team as they continue their growth journey. Our client is a...

We are looking looking for an experienced Paraplanner to join this excellent business in Glasgow You will have the opportunity to mostly work remote (2-3 days a month in the office or more if you prefer) 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...

A rapidly expanding regional IFA firm in Sale are looking to recruit an additional paraplanner. The firm are at the cutting edge of technology, fully embracing AI to smooth the client experience and assist in reports and administration. The role will have a large degree of client contact and interaction and there is a direct path to advice in the firm, in...

We are looking looking for an experienced Paraplanner to join this excellent business in Glasgow You will have the opportunity to mostly work remote (2-3 days a month in the office or more if you prefer) 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...

A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus) Package You will receive...

Recruit UK are working on an excellent opportunity for a Paraplanner to join a Financial Planning firm in Swansea. As their client outreach continues to grow, they are looking to grow their Paraplanning team. Building cashflow models Competitive salary of up to £40,000 ~ Discretionary bonus ~5% pension contribution ~ Hybrid working ~28 days annual...

Recruit UK are working on an excellent opportunity for a Paraplanner to join a Financial Planning firm in Swansea. As their client outreach continues to grow, they are looking to grow their Paraplanning team. Building cashflow models Competitive salary of up to £40,000 ~ Discretionary bonus ~5% pension contribution ~ Hybrid working ~28 days annual...

Due to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy. The role would be based hybrid from their offices, remain...

SENIOR PARAPLANNER ( Client facing opportunity)-St Albans area-To c £55k, very comprehensive study package including Bonus, opportunity to buy more holidays and Christmas close, hybrid working, opportunity to grow pension, study support towards achieving Chartered Status, great career path. Excellent opportunity for a Diploma Qualified Senior Paraplanner...