Senior Paraplanner – Investment

My client is a highly respected wealth management firm with an office based in Edinburgh. A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join the team to support the senior planner during a period of growth.The role will be exceptionally in depth with client facing elements as and when you gain...

Senior / Technical Paraplanner Our client is a leading established and prestigious Wealth Management firm that is an industry thought leader and a regular commentator across all media. Their team of experts throughout all departments and teams are the pinnacle of excellence and they now seek their next talented Paraplanner to join the team Purpose The Senior...

A highly respected wealth management firm in Edinburgh is seeking an experienced paraplanner/senior paraplanner to support their senior planner during a growth phase. Key responsibilities include preparation of suitability reports and market research. The ideal candidate will possess strong report writing skills and a passion for the financial sector, with...

Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated...

Senior Paraplanner - 6 month FTC London (GB) LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other...

Elevate Your Paraplanning Career – Where Precision Meets PurposeAn exciting opportunity has emerged for a motivated and detail-driven Paraplanner to join a well-established and forward-thinking wealth management firm. This role is ideal for an experienced professional who is passionate about delivering first-class financial planning support while growing...

Paraplanner, Senior Paraplanner & Technical Paraplanner Location: London, England, United Kingdom Salary: £50,000.00-£65,000.00 Referrals increase your chances of interviewing at J&T Business Consulting by 2x Qualifications Proven ability to advise clients in the HNW / UHNW space (£2m - £30m of investable assets) For more senior applicants, a proven...

My client is a highly respected IFA firm based on the outskirts of Aberdeen. A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team.The role will be exceptionally in depth with client facing elements as and when you gain expertise.ResponsibilitiesPreparation of Suitability ReportsLiaising...

Job Title: ParaplannerLocation: Hybrid - East Midlands (commutable from Grantham, Lincoln, Nottingham, Leicester)Salary: £35,000-£45,000, depending on experienceHours: Monday to Friday 9 am to 5.30 pmBenefits:22 days annual leave plus bank holidays, increasing with serviceBuying/selling annual leave scheme of up to 5 days.Private Medical InsurancePermanent...

Meraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh.Location: EdinburghParaplanner / Trainee Paraplanner - EdinburghResponsibilitiesWork with the financial planning and client service teams to deliver an excellent level of client serviceProvide technical support to financial...