Paraplanner - Hybrid/flexible Working

Join our dynamic and growing financial services firm dedicated to providing exceptional wealth management solutions to our clients. We pride ourselves on our commitment to delivering personalized financial advice tailored to individual needs. As part of our expansion, we are seeking a skilled technical sales support/paraplanner to join our team and...

My client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing...

Are you an experienced Paraplanner seeking an exciting opportunity to join a prestigious Wealth Management Firm in the heart of the West Midlands? If you're looking for a challenging role that offers room for personal and professional growth, we want to hear from you. About: This role is with a well-established and highly respected financial advisory...

MERJE,West Midlands, England, United Kingdom (Hybrid) Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis. As Paraplanner you will actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax...

Join our dynamic and growing financial services firm dedicated to providing exceptional wealth management solutions to our clients. We pride ourselves on our commitment to delivering personalized financial advice tailored to individual needs. As part of our expansion, we are seeking a skilled technical sales support/paraplanner to join our team and...

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...

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...

My client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning...

Join our dynamic and growing financial services firm dedicated to providing exceptional wealth management solutions to our clients. We pride ourselves on our commitment to delivering personalized financial advice tailored to individual needs. As part of our expansion, we are seeking a skilled technical sales support/paraplanner to join our team and...

**My client is a chartered financial planning firm based on the outskirts of Horsham with a sincerely client focused approach to financial planning, ensuring every client feels confident with their financial future.** My client is seeking a Experienced Paraplanner to be based in West Grinstead, paying £35,000 - £50,000 based on qualifications and...

A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Hybrid Working: Yes – 50:50 split Package: £32-37k base DOE + bonus and full company benefits ~25 days holiday plus stats, 5% pension, 4xDIS and Westfield Health Cashplan...

A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Hybrid Working: Yes – 50:50 split Package: £32-37k base DOE + bonus and full company benefits ~25 days holiday plus stats, 5% pension, 4xDIS and Westfield Health Cashplan...

Paraplanner – Route to Adviser OR Senior Technical Specialist Worthing, Sussex £40,000 plus bonus and benefits package + hybrid working Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure...

Paraplanner – Route to Adviser OR Senior Technical Specialist Worthing, Sussex £40,000 plus bonus and benefits package + hybrid working Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure...

Academics is a leading national education recruitment agency, specialising in the provision of permanent, long term and daily supply teachers and education support staff for vacancies in Primary Schools, Secondary Schools and SEND Schools. Our experienced teams of consultants, in offices throughout the UK have a combination of education and private sector...

We are working with a Financial firm based in Guiseley who are looking to recruit their next Paraplanner. Establishing and building strong relationships with clients Building cash flow models. Identifying areas for planning Preparing information/comparisons for analysis by Planner Overseeing implementation of recommendations, completion of...

Type of Position: Senior Paraplanner - Brighton Pay: £40k - £45k Senior Paraplanner - Brighton Our client is looking for a talented Paraplanner to join their team.  Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives...

A rapidly expanding financial advisory firm, situated in Wakefield, is seeking to recruit Financial Consultants to bolster their growing team. This is an exciting time to join this dynamic company, especially as they prepare to transition to a new office space in May 2024 which will include a gym and recreational spaces. With a commitment to career...

I am working alongside a reputable, national, Wealth Management firm with a strong reputation, that pride themselves on their reputation and personal approach to Financial Planning. They are looking for an experienced Senior Paraplanner to join up with their team, providing technical support to the Advisers in the firm by preparing recommendations and...

Our Clients are a Chartered Financial Planning firm that focuses on goals-based holistic financial planning. They have a strong ethos of growth, kindness and collaboration, which influences how they work with clients, professional peers, and team members.They are recognised as one of the top financial planning companies to work for and are regularly judged...