Senior Paraplanner
2 weeks ago
A growing advisory group is seeking an experienced Paraplanner to provide high-quality support to their affiliated firms. Ideal candidates will have a diploma in financial planning, preferably with chartered status or relevant experience. The role offers a highly competitive salary of up to £60,000, full remote working flexibility, and excellent career advancement opportunities. The successful candidate will collaborate closely with financial planners and contribute value to client interactions.
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Senior Paraplanner
2 weeks ago
Sheffield, United Kingdom Aspire Executive Search Full timeSenior Paraplanner Sheffield, Salary up to £45,000 and Benefits including parking Are you a career minded individual looking to join and support a successful business in its next stage of development? Are you someone who likes to be involved in developing others, as well as yourself? Would you like to support project work and support process improvements...
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Paraplanner
3 days ago
Sheffield, United Kingdom Progeny Full timeProgeny Sheffield, England, United KingdomJoin or sign in to find your next jobJoin to apply for the Paraplanner role at ProgenyProgeny Sheffield, England, United Kingdom3 weeks ago Be among the first 25 applicantsJoin to apply for the Paraplanner role at ProgenyGet AI-powered advice on this job and more exclusive features.The opportunityThe Paraplanner is...
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Paraplanner
3 days ago
Sheffield, United Kingdom MERJE Ltd Full timeIn your role as Paraplanner, you’ll provide high quality report writing and technical support to a team of financial advisors. Their day to day work is focused around wealth planning, investment business and constructing tax efficient strategies for theirclients using both onshore and offshore investments. **Key responsibilities include**: - Responsible...
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Paraplanner
2 weeks ago
Sheffield, United Kingdom Succession Wealth Full timeJoin to apply for the Paraplanner role at Succession Wealth 6 days ago – Be among the first 25 applicants Base pay range Direct message the job poster from Succession Wealth Hybrid working – home working blended with office working from any of our Northern office bases (Glasgow, Edinburgh, Leeds, Birmingham, Sheffield) 12 month fixed‑term contract,...
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Hybrid Paraplanner – 12‑Month Contract
2 weeks ago
Sheffield, United Kingdom Succession Wealth Full timeA financial services firm in the UK seeks a Paraplanner to support Financial Planners with research, analysis, and client recommendations. This mid-senior role offers a hybrid working model and a range of benefits including a competitive salary, generous annual leave, and contributions towards professional exams. Ideal candidates will have at least 2 years...
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Paraplanner
2 weeks ago
Sheffield, Yorkshire, S XU, United Kingdom The Progeny Group Limited Full time £40,000 - £60,000 per yearThe opportunity The Paraplanner is an integral member of the Paraplanning Centre of Excellence in delivering outstanding client experience. Working closely with the Paraplanning team, Client Executives, and Financial Planners, you will be key to making a meaningful impact on our clients' financial futures by assisting in the delivery of bespoke financial...
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Financial Planning Administrator
1 week ago
Sheffield, United Kingdom JJ SEARCH LIMITED Full time1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by JJ SEARCH LIMITED. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Position Financial Planning Administrator Company A well respected and professional financial planning...
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Wealth Planner
2 days ago
Sheffield, United Kingdom Kingswood Group Full timeOverviewJoin to apply for the Wealth Planner role at Kingswood Group.Are you an experienced Wealth Planner looking for your next opportunity? This role is based in Sheffield and offers access to market-leading tools to support your client work.What You’ll Do As a Wealth PlannerYou will form key client relationships and collaborate with Investment Managers...