Senior Paraplanner

IDEX Consulting Ltd is a leading consulting firm based in Bristol, offering a range of services to clients across the UK. We are currently seeking an experienced Senior Paraplanner to join our team.The successful candidate will have a strong background in pensions administration and excellent analytical and problem-solving skills. They will be responsible...

Job OverviewA 12-month fixed term contract offers a unique opportunity to excel in a dynamic blended hybrid work environment. At Successionwealth, our Paraplanners play a pivotal role in reviewing and analysing recommendations for high net worth clients.About the RoleAs a key member of our team, you will be responsible for undertaking research and analysis...

**About the Role**Bruin Financial, a leading Wealth Manager in the UK, is seeking an experienced Senior Paraplanner to join their dynamic team in Birmingham.The successful candidate will support Wealth Planners by conducting thorough research on various financial planning products and services, including pensions, life insurance, tax planning, and investment...

Job Title: Administration PensionsAbout Us: Premier Jobs UK Limited is a rapidly growing financial planning firm in the Midlands. We are looking for a skilled Paraplanner to join our team and provide paraplanning support to our Senior Financial Advisors.Job Overview: As a Paraplanner, you will be responsible for providing comprehensive paraplanning support...

Job Title:Senior Paraplanning SupportLocation: Office-basedBenefits:Hybrid workingParkingLunchPension planExamination supportSick pay25 days holiday, plus bank holidaysSalary:£40,000 - £45,000 depending on experience and qualificationsAbout the Company:We are currently seeking an experienced Paraplanner to support a dynamic Chartered Financial Planner...

Job Description: As a Paraplanner at Premier Jobs UK Limited, you will play a vital role in supporting our Senior Financial Advisors in delivering exceptional financial planning services to our clients. Your key responsibilities will include providing comprehensive paraplanning support, ensuring compliance with industry regulations, and collaborating closely...

A leading employee benefits & pensions intermediary requires an experienced Senior EB Consultant to support their growth in 2025. As a Senior Risk Management Specialist, you will play a key role in managing a portfolio of SME clients and identifying opportunities for new business.Key Responsibilities:Manage a portfolio of SME clients, consulting across Group...

About Our Team: At Premier Jobs UK Limited, we are passionate about delivering exceptional financial planning services to our clients. We are seeking a skilled Paraplanner to join our team and help us achieve our goals.Job Summary: The successful candidate will be responsible for providing comprehensive paraplanning support to our Senior Financial Advisors....

**Job Title:** High-Net-Worth Financial Planning Expert**Location:** Flexible working arrangements available**Salary:** Competitive package plus company benefits**About our client:**A well-established and respected financial planning firm is seeking an experienced Senior Paraplanner to lead the work of the Technical team. With a strong focus on delivering...

Job OverviewAs a Senior Financial Consultant at Quilter, you will have the opportunity to work with experienced mortgage advisers and paraplanners to provide exceptional financial advice to clients. This is an excellent chance for those who want to build a successful career in finance or expand on their existing experience.About the RoleYour primary goal...

About the RoleWe are seeking an experienced Paraplanner to support a dynamic Chartered Financial Planner within our esteemed firm, Templegate Recruitment Limited.Key ResponsibilitiesProviding administrative support to a senior financial professionalRequirementsExperience in a paraplanning roleStrong analytical and problem-solving skillsWhat We OfferA...

Job TitleIFA Administrator£25,000 - £30,000 per annum (dependent on experience)We are seeking an experienced IFA Administrator to join our national firm of independent financial planners.About the RoleThis role involves providing administrative support to our paraplanners and financial planners, processing client transactions accurately and efficiently.Key...

About the Role">We are seeking a highly skilled Paraplanner to join our team in Castle Bromwich. As a key member of our financial planning department, you will provide technical support to our Financial Advisors, developing client recommendations and maintaining long-term relationships. "> Main Responsibilities:Support Financial Advisors with client meetings...

**About the Role**We are seeking an experienced Paraplanner to support a dynamic Chartered Financial Planner within our esteemed firm. In this role, you will be responsible for executing the technical aspects of client meeting preparation, including conducting regular reviews, analysing opportunities, and crafting suitability reports.**Key...

Job OverviewWe are seeking a highly skilled Paraplanner to join our financial planning business in the Staffordshire area. As a key member of our team, you will provide technical support to advisors and directors, ensuring efficient business processing and enhancing our Practice's PQS.Key Responsibilities* Provide technical support to advisors and directors...

NJR Recruitment Job DescriptionWe are partnered with a well-established Chartered Financial planning firm that is looking for a Trainee Paraplanner to assist their Financial Planner in providing expert guidance to their clients. This role is ideal for a Senior IFA Administrator or Trainee Paraplanner looking for the next step in their career.Key...

Alexander Lloyd is delighted to partner with a longstanding client to support their growth in 2025. The client is an established employee benefits & pensions intermediary seeking an experienced Senior EB Consultant.Key Responsibilities:Manage a portfolio of SME clients, consulting across Group Risk, Healthcare & PensionsFuture plan to manage a team Create &...

About the RoleAn exceptional opportunity awaits a high-calibre Senior Chartered Financial Adviser to manage an existing client bank of high net worth individuals with approximately £80M in funds under management.As a trusted financial partner, you will deliver holistic financial advice, including inheritance tax (IHT) planning, while providing a...

We are seeking an experienced Compliance Specialist to join our team in East Birmingham. As a key member of our wealth management firm, you will play a vital role in ensuring our business adheres to the policies set internally and by the FCA.Your primary responsibility will be to drive the adoption of our T&C policy among new and existing team members,...

Company OverviewPremier Jobs UK Limited is a regional wealth management firm based in East Birmingham. Our company provides financial services to individuals and families, prioritizing quality and compliant advice.SalaryThe salary for this T&C Manager position ranges from £40,000 to £50,000 per annum, with an additional 3% and 5% pension contribution, 4x...