Financial Services Paraplanner

Paraplanner Location - South West / Office based/ hybrid workingSalary - Highly Competitive + BonusAn SJP Partner Practice looking to appoint an experienced Paraplanner to join their growing team.This Practice is highly successful and prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement...

Job SummaryWe are seeking an experienced Senior Paraplanner to lead the work of our Technical team in West Midlands. As a key member of our financial planning firm, you will oversee the Technical team and provide expertise in complex financial planning matters.The successful candidate will have 5+ years' experience in a Paraplanner role, preferably in a...

Are you an experienced Paraplanner looking to join a company that strongly focuses on employee wellbeing and can offer hybrid working? We've recently taken on a new position for a Paraplanner to join our clients, a well-established Financial Planning firm in Nottingham. For the right individual, they are offering great earning potential,...

Our Client, an established firm of Financial Planners form part of St James Place. Submit your CV and any additional required information after you have read this description by clicking on the application button. They are now looking to recruit a Paraplanner to join their team. This individual will provide technical support to the Advisors and Directors...

Our Client, an established firm of Financial Planners form part of St James Place. Submit your CV and any additional required information after you have read this description by clicking on the application button. They are now looking to recruit a Paraplanner to join their team. This individual will provide technical support to the Advisors and Directors...

Company Overview:A highly successful SJP Partner Practice is seeking an experienced Paraplanner to join their growing team in the South West, offering a competitive salary and bonus.The Practice provides a first-class service to clients, offering a range of investment and retirement products and solutions to meet their financial goals and objectives.Job...

Company OverviewQuilter Financial Planning is a leading provider of financial services with a strong focus on client relationships.We are seeking a Protection Adviser to join our team, providing high-quality protection advice and building trust with valued clients.This role offers a unique chance to develop skills in:Delivering exceptional protection...

Key ResponsibilitiesLead the Technical team and provide expertise in complex financial planning matters.Research, interpret, and analyse financial data to develop appropriate client solutions.Draft and deliver suitability reports, client illustrations, and detailed records supporting research outcomes.Collaborate with Directors and Financial Planners to...

Our Client, an established firm of Financial Planners form part of St James Place. They are now looking to recruit a Paraplanner to join their team. This individual will provide technical support to the Advisors and Directors in informing and advising on financial planning factor, and on utilising suitable plans and products. They will also organize the...

Job Title: Senior Paraplanner - Technical Lead Location: West Midlands - apply for more info (Hybrid working considered)Salary: Up to £65,000 plus company benefitsAbout the Company:Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning solutions to high-net-worth (HNW) and...

Job Description Job Title: Senior Paraplanner - Technical Lead Location: West Midlands - apply for more info (Hybrid working considered) Salary: Up to £65,000 plus company benefits About the Company: Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning solutions to...

Job Title: Senior Paraplanner - Technical Lead Location: West Midlands - apply for more info (Hybrid working considered)Salary: Up to £65,000 plus company benefitsAbout the Company:Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning solutions to high-net-worth (HNW) and...

Job Title: Senior Paraplanner - Technical Lead Location: West Midlands - apply for more info (Hybrid working considered)Salary: Up to £65,000 plus company benefitsAbout the Company:Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning solutions to high-net-worth (HNW) and...

Job OverviewWe are seeking an Experienced Financial Adviser to join our advisory team in the UK. This is a full-time, permanent position ideal for seasoned financial advisers ready to contribute to a high-standard advisory service.About the CompanyRegional Recruitment Services is a leading provider of recruitment solutions to businesses across the UK. Our...

Description: Mortgage Paraplanner / Mortgage Administrator A high performing independent Mortgage Brokerage is expanding their operation and they require an additional Mortgage Administrator / Para planner to join their flourishing and expanding team in their new offices, in order to support this exciting period of company growth. The successful applicant...

Job Title: Senior Paraplanner - Technical Lead Location: West Midlands - apply for more info (Hybrid working considered)Salary: Up to £65,000 plus company benefitsAbout the Company:Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning solutions to high-net-worth (HNW) and...

Our company, Medlock Partners Ltd, is looking for a highly skilled IFA Administrator and Trainee Paraplanner to join our team of professionals.This is a fantastic opportunity for someone who is eager to learn and develop their skills in the field of financial planning. As a Trainee Paraplanner, you will be responsible for assisting experienced Paraplanners...

Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If so,...

GCB Recruitment is proud to offer a challenging and rewarding Paraplanner position in a well-established Financial Planning firm based in Nottingham. As a key member of the team, you will have the opportunity to develop your skills and expertise in investment, pensions, and life assurance products.Key Responsibilities:Assist financial planners in advising...

Permanent position Vacancy Overview:We are currently looking for an experienced Diploma-qualified Paraplanner to join a growing financial planning business in the Pattingham area of Staffordshire, just outside Wolverhampton. Provide technical support to the Advisors and Directors in informing and advising on financial planning factors, and on utilising...