Paraplanner

We’re currently partnering with a global financial services business, with offices across the UK, to recruit for an experienced Paraplanner to join their team. This role offers the flexibility of remote work, allowing you to support high-quality financial advice from the comfort of your home. Our client is a globally recognised leader in financial...

Paraplanner. Salary: £45k to £50k plus discretionary annual 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...

Our client is an independent financial planning firm who are committed to providing excellent customer service to clients, contributing to the community, and fostering a collaborative and rewarding workplace. Due to internal movement, they are looking to hire either a trainee or experienced Paraplanner to provide comprehensive support to the Financial...

Job Title: Paraplanner Industry: Wealth Management Are you ready to advance your Paraplanning career within a distinguished and highly regarded wealth management firm? Recruit UK is proud to collaborate with a leading wealth management firm in Cheshire, currently seeking an experienced Paraplanner to become an integral part of their expert team. This...

Our client is an independent financial planning firm who are committed to providing excellent customer service to clients, contributing to the community, and fostering a collaborative and rewarding workplace. Due to internal movement, they are looking to hire either a trainee or experienced Paraplanner to provide comprehensive support to the Financial...

Fram is collaborating with a well-established, directly authorised financial planning firm in Norwich, currently seeking a Paraplanner to join their growing team. This opportunity has arisen due to internal career progression—a paraplanner transitioning to a trainee advisor role—and the addition of a seasoned financial advisor to the firm. Our client is...

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...

We’re currently partnering with a global financial services business, with offices across the UK, to recruit for an experienced Paraplanner to join their team. This role offers the flexibility of remote work, allowing you to support high-quality financial advice from the comfort of your home. Our client is a globally recognised leader in financial...

We’re currently partnering with a global financial services business, with offices across the UK, to recruit for an experienced Paraplanner to join their team. This role offers the flexibility of remote work, allowing you to support high-quality financial advice from the comfort of your home.Our client is a globally recognised leader in financial services,...

We’re currently partnering with a global financial services business, with offices across the UK, to recruit for an experienced Paraplanner to join their team. This role offers the flexibility of remote work, allowing you to support high-quality financial advice from the comfort of your home.Our client is a globally recognised leader in financial services,...

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...

Fram is collaborating with a well-established, directly authorised financial planning firm in Norwich, currently seeking a Paraplanner to join their growing team. This opportunity has arisen due to internal career progression—a paraplanner transitioning to a trainee advisor role—and the addition of a seasoned financial advisor to the firm. Our client...

Our client is an independent financial planning firm who are committed to providing excellent customer service to clients, contributing to the community, and fostering a collaborative and rewarding workplace. Due to internal movement, they are looking to hire either a trainee or experienced Paraplanner to provide comprehensive support to the Financial...

The Opportunity: The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and...

The Opportunity: The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and...

Exciting Opportunity: Administrator/Paraplanner RoleAbacus Professional Recruitment is seeking a highly skilled and motivated Administrator/Paraplanner to join their team in Holywood. As a key member of the team, you will play a crucial role in supporting the advisers and paraplanners, ensuring our clients receive exceptional service.Your Key...

Flexible Benefits Consultant Are you an experienced flexible benefits consultant? Here at Alexander Lloyd, we are supporting an established EB consultancy within their flexible benefits team to continue their growth into 2025. Project manage the implementations and annual renewals of your assigned clients portfolio Prior project management/scheme...

Employee Benefits Consultant Here at Alexander Lloyd, we are excited to announce that we are partnered with an established Employee Benefits & Pensions Consultancy that has gone through a lot of positive change recently and are keen to continue this growth heading into 2025. Manage and retain a book of corporate clients across either Healthcare/Group...

Salary: £45k to £50k plus discretionary annual bonus and excellent benefits. Location: Bishop’s Stortford, Office Based (5 days per week) The company’s client proposition is akin to private banks, offering a range of wealth management services that exceed traditional IFA offerings. Work with advisers, relationship managers and when required,...

Financial Services Administrator**About the Role**We are seeking a skilled Financial Services Administrator to join our team at Abacus Professional Recruitment. As a key member of our team, you will play a vital role in supporting our advisers and paraplanners, ensuring our clients receive exceptional service.**Key Responsibilities*** Proactively manage...