Senior Financial Paraplanner

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...

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...

About Us: Sapphire Financial Planning is a well-established Partner Practice of St. James Place, dedicated to providing comprehensive and bespoke financial advice to our valued clients. We pride ourselves on our commitment to excellence and our client-centric approach. Role Overview: We are seeking a highly skilled and motivated Paraplanner to join our...

About Us: Sapphire Financial Planning is a well-established Partner Practice of St. James Place, dedicated to providing comprehensive and bespoke financial advice to our valued clients. We pride ourselves on our commitment to excellence and our client-centric approach. Role Overview: We are seeking a highly skilled and motivated Paraplanner to join our...

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...

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...

About Us: Sapphire Financial Planning is a well-established Partner Practice of St. James Place, dedicated to providing comprehensive and bespoke financial advice to our valued clients. We are seeking a highly skilled and motivated Paraplanner to join our dynamic team on a full-time basis. The successful candidate will play a crucial role in supporting our...

About Us: Sapphire Financial Planning is a well-established Partner Practice of St. James Place, dedicated to providing comprehensive and bespoke financial advice to our valued clients. We are seeking a highly skilled and motivated Paraplanner to join our dynamic team on a full-time basis. The successful candidate will play a crucial role in supporting our...

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...

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...

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,...

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...

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...

Financial Planner – manage existing HNW clients (£500k - £1m) – 2 years of advising experience required - Boutique IFA firm – Near Claygate/Esher My client are an independent wealth planning firm with offices near Claygate/Esher. I have met the Directors and got to know their business very well and their plans for the future. They offer whole of...

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...

Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Wilmslow, Cheshire. The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments. General accountabilities ...

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....

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...