Career Paraplanner

Paraplanner – St Albans Salary: £40,000 – £50,000 (DOE) Location: Fully On‑Site Are you an experienced Paraplanner looking to join a well‑established, family‑run financial planning firm? This is a fantastic opportunity to work in a close‑knit team where your expertise will make a real impact. About The Role You’ll be supporting a team of 6...

Full-Time | Hybrid Working | Full Study Support | Excellent Benefits | Career ProgressionAre you a Diploma-qualified Paraplanner or actively working towards your Level 4 qualification and seeking the next step in your career?An exceptional opportunity has arisen with a highly respected, independent financial advisory firm based in St Albans, known for its...

Full-Time, Career Progression, Full study support plus excellent benefits and hybrid working My client based in St Albans is a well-established independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some...

Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Paraplanner / Financial Services Administrator to provide holistic support to Financial Advisers as partof their administration and paraplanning function. You will act as the initial point of contact for...

An Independent, Boutique Wealth Management IFA client is looking for an IFA Administrator/ Junior Paraplanner to join their team in St Albans. The role will be based 3 days in the office and 2 days from home. They are very well respected in the Wealth Managementspace and due to continuous growth are now looking for an IFA Administrator/ Junior Paraplanner to...

Working in collaboration with 5 Financial Advisers, Paraplanners and Administration, you will prepare recommendations and produce suitability reports, including implementing recommendations and reviewing the client's financial affairs, and preparing and maintainingclient records. The role will involve promoting the company's services in a professional and...

REMOTE-WORKING OPPORTUNITY Our client has an exciting opportunity for a Senior Paraplanner to join their small and friendly team. Working in collaboration with Financial Advisers, Paraplanners and colleagues, you will prepare recommendations and produce suitability reports, including implementing recommendations and reviewing the client's financial affairs,...

An award-winning advice firm based in Bury St. Edmunds is seeking a Technical Financial Planning Administrator (Paraplanner). The role involves providing high-quality technical support to financial planners, assisting with policy analysis, and liaising with clients. The successful candidate will enjoy a market-leading salary, career progression...

My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Technical Financial Planning Administrator (Paraplanner) to join their team of successful Financial Planning Support professionals. The successful candidate will benefit from a market...

Financial Planning Administrator – Bury St Edmunds – Up to £33,000 My client is a Chartered IFA in East-Anglia looking for a Financial planning administrator to support the Paraplanners and Financial Advisors. They are open to experience from a few months up to 5+ years, and financial exams are a bonus. The role is based out of their head office in Bury...