Hybrid Paraplanner for Wealth Advisory — Growth
5 days ago
A financial services consultancy in the UK is seeking a Paraplanner to join their team. You will work in a hybrid model, supporting Financial Planners by conducting research and preparing compliant recommendations for clients. The role requires at least 2 years of Paraplanning experience and a Level 4 qualification. The successful candidate will enjoy a competitive salary, a comprehensive benefits package including annual pay reviews, and support for professional exams.
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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...
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Cambridgeshire and Peterborough, United Kingdom Succession Wealth Full timeA leading financial services firm in Cambridgeshire is seeking a Paraplanner to support Financial Planners and enhance client services. The ideal candidate will have at least 2 years of paraplanning experience, be qualified to Level 4 or above, and possess in-depth knowledge of pensions and investments. This role offers a competitive salary, annual pay...
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Paraplanner
1 week ago
York and North Yorkshire, United Kingdom IDEX Consulting Ltd Full timeParaplanner | 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...
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Private Wealth Associate
1 day ago
Devon and Torbay, United Kingdom Simpson Judge Full timePrivate Client Associate Location: Exeter - hybridSalary: 85-95,000+ DOE OVERVIEW A leading national top-tier firm with a well-established Private Wealth practice is seeking a Private Client Associate to join its team. The department is Tier 2 ranked for Private Wealth work and is recognised for advising HNW and UHNW clients on complex estates, trusts, tax...
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Private Wealth Associate – Hybrid Exeter
1 day ago
Devon and Torbay, United Kingdom Simpson Judge Full timeA leading national top-tier firm is seeking a Private Client Associate to join its Private Wealth practice in Exeter. The role offers a competitive salary and a flexible hybrid working environment. Responsibilities include managing complex client matters, advising on estate planning and trusts, and building strong relationships with high-value clients....
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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...
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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...
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Account Manager – UFH
2 weeks ago
Devon and Torbay, United Kingdom Nu-Heat Underfloor Heating & Renewables Full timeA leading heating solutions provider is seeking an Account Manager to manage and develop customer accounts. The role involves nurturing relationships, driving sales growth, and ensuring exceptional customer service. Candidates should have account management experience and excellent communication skills. This full-time position is based in Honiton, offering...
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Strategic Portfolio Underwriter
2 weeks ago
Devon and Torbay, United Kingdom Sky Full timeA leading media and entertainment company in the UK is seeking a skilled Portfolio Underwriter to enhance home insurance offerings. This role involves strategic underwriting, policy development, and compliance oversight, requiring a strong understanding of the industry and portfolio management. Ideal candidates will embody adaptability and collaboration...
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Private Client Director
3 days ago
Devon and Torbay, United Kingdom ACCA Careers Full timeA leading accountancy practice in Devon is seeking a Private Client Director to oversee the provision of advisory services across personal tax and trusts. The role offers an excellent opportunity for career progression and a competitive salary ranging from £70,000 to £90,000, depending on experience. Ideal candidates will have relevant qualifications and a...