Paraplanner
1 week ago
Paraplanner | York (YO61) Driving revenue and growth for Private Banks, Wealth Management, and Financial Advisory businesses through talent and M&A. Up to £45,000 basic salary + competitive. You’ll be joining a well‑established investment and pensions advisory business with an excellent reputation for serving ultra‑high‑net‑worth clients and business owners. What you’ll do Prepare high-quality, compliant financial planning reports. Conduct detailed product, fund, and market research. Collaborate with advisers to deliver bespoke, client-focused solutions. Manage, train, and mentor a local technical team. Contribute to continuous process and reporting improvements. What we’re looking for QCF Level 4 qualified (support provided to Level 6 / Chartered). Strong technical expertise across pensions, investments, estate & tax planning. Proven ability to lead, prioritise, and communicate effectively. Seniority level Mid‑Senior level Employment type Full‑time Job function Other #J-18808-Ljbffr
-
Paraplanner
2 weeks ago
Hull and East Yorkshire, United Kingdom Eden Rose Full timeParaplanner – Hull Office Salary: £26,000 – £45,000 (depending on experience and qualifications)Location: Hull About The Role We are seeking experienced Paraplanners to join a growing team in Hull. With strong growth plans and clear goals, this is an exciting opportunity to be part of a supportive environment where your skills and career development...
-
Paraplanner
7 days ago
York, United Kingdom Search Consultancy Full timeParaplanner York - outskirts £34,000 - £48,000 plus training, flexi-benefits, exam support, free parking An excellent new paraplanner opportunity has arisen to join a highly successful and growing Financial Advisor based in the York area. The role will be providing full technical paraplanning support to the Financial Planners working within the...
-
Senior Paraplanner
2 weeks ago
York, United Kingdom CB3 Associates Ltd Full timeThe Company: A highly reputable, growing IFA business with offices across the country are currently recruiting an industry experienced Paraplanner to add to their expanding adviser support team. This role/remit will suit a well-qualified, career Paraplanner head who is looking for a flexible, home-based opportunity that remains hands on across a broad range...
-
Paraplanner
2 weeks ago
York, United Kingdom CB3 Associates Ltd Full timeThe Company: A highly reputable York based IFA firm who are looking to bring an experienced Paraplanner into their expanding, client-friendly technical support team. Supporting high-performing, private wealth focused Advisers as part of a team of 10, this is an excellent opportunity to join a business providing a flexible working environment and setup,...
-
Paraplanner
2 weeks ago
York, United Kingdom IDEX Consulting Ltd Full timeAre you a highly experienced Paraplanner ready to take the next step into leadership?This is an exciting opportunity to join a fast-growing, independent financial advice and fund management group with a strong national presence and an inclusive, collaborative culture. You'll be joining a well-established investment and pensions advisory business with an...
-
North Yorkshire, United Kingdom Search Consultancy Full timeFinancial Planning Administrator / Trainee Paraplanner North Yorkshire Salary - Negotiable If you have worked as an FS Administrator or moved into trainee paraplanning then you would certainly be of interest to this company.The opportunity offers the chance to work with longstanding industry professionals who take support, training and developmentof their...
-
York, United Kingdom Financial Divisions Full timeCharted national IFA firm with ambitious growth plans, currently 10 locations and c £2 Billion AUM are currently looking to recruit a talented, technically competent Paraplanner to strengthen their Paraplanning support:Level 4 qualified Paraplanner essential, minimum 18 Months in a Paraplanning role within an IFA/holistic financial planning...
-
Paraplanner
7 days ago
Cambridgeshire and Peterborough, United Kingdom Succession Wealth Full timeJoin to apply for the Paraplanner role at Succession Wealth This range is provided by Succession Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Direct message the job poster from Succession Wealth Hybrid working - home working blended with office working from our Hitchin office...
-
Paraplanner Hybrid Bath
2 weeks ago
Normanton and Altofts, United Kingdom The Progress Shed Full timeThe Role Our client is seeking a Paraplanner for a critical role supporting a high-performing Adviser within a small and collaborative support team. The Business Our client is a well-respected Financial Planning firm with an excellent reputation. The team takes pride in delivering high-quality work, prioritising client care, and providing bespoke financial...
-
Paraplanner, Hull
2 weeks ago
Hull and East Yorkshire, United Kingdom Eden Rose Full timeA financial services firm is seeking experienced Paraplanners to join their Hull office. This role offers a competitive salary between £26,000 and £45,000, based on experience and qualifications. The firm promotes a supportive environment with clear development pathways, technical support to advisers, and opportunities for progression towards Chartered...