Paraplanner (Pensions Management)

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...

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 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 future. We're seeking...

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 - Route to Adviser OR Senior Technical Specialist 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 that exemplary service...

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...

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...

Job Description Paraplanner – Route to Adviser OR Senior Technical Specialist 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...

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...

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...

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...

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...

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...

**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...

Type of Position: Senior Paraplanner - Brighton Senior Paraplanner - Brighton To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance. Provide...

Type of Position: Senior Paraplanner - Shoreham-by-Sea Senior Paraplanner - Shoreham-by-Sea To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial...

Working: 100% office based Package: £34-37k base DOE + bonus & full company benefits Standard contributory pension, death in service plus medical/healthcare scheme Holidays: 25 days holiday + stats The Role: A broad, private wealth focused Paraplanning role geared around supporting multiple high performing financial advisers working in HNW...