Paraplanner

My client is one of the top 10 Wealth Managers in the UK and due to a recent acquisition they are now looking for a Paraplanner to join their team in Glasgow.Actively supporting the Wealth Planners your duties will include;Carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax...

Paraplanner with a route to being an Adviser - Wolverhampton office - Basic salary £40k - £45k - Full study support to Chartered statusMy client is a boutique 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...

Paraplanner - Solihull, hybrid (1 day per week in office minimum)Around £35,000 plus company benefits and (£3-4K) discretionary bonus.MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager. Our client is seeking a talented Paraplanner to join their growing...

A boutique firm of Financial Planners have recently acquired a couple of new client banks and subsequently are looking for a strong Financial Planning Administrator to join their Client Servicing team in Birmingham.Working alongside the Advisers and Paraplanners daily responsibilities will include;Submission of new business applicationsOversee management of...

We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial...

My Client is currently looking for an experienced Senior Paraplanner to join their team in Cheshire.Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning techniques to a range of wealthy private clients and investors.The firm are looking to appoint a highly qualified and...

Account Executive / Trainee Financial AdviserBirminghamA Boutique firm of Financial Planners are seeking an experienced Financial Planning Administrator / Paraplanner to join the team in London as an Account Executive / Trainee Financial Adviser.The firm are looking for an individual who is looking for support to finish their qualifications and move on to...

Client Support Administrator – LeedsSalary: £23,500 per annumWorking Hours: Monday to Friday, 8.30am-5pmAre you ready to elevate your career in a dynamic and supportive environment? This role offers the perfect blend of professional growth and personal satisfaction. As a Client Support Administrator, you will be an essential member of the Client Support...

ParaplannerLichfield - office basedSalary negotiable to around £45K plus company benefitsAre you an experienced Paraplanner looking for an exciting opportunity to grow within a dynamic and forward-thinking financial planning firm?We are pleased to be recruiting on behalf of our client, an innovative and rapidly expanding financial planning organisation,...

A national IFA practice, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Knutsford. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a trainee adviser role in the firm though, to follow their defined career path, and as such they are...

Due to continued growth and expansion of their team a leading financial advice firm with an office in Edinburgh are recruiting for a paraplanner or senior paraplanner. Ideally experienced with diploma minimum, but for the right individual they could also develop them internally. In addition they are offering very flexible hybrid working, exam support and...

RoleNigel James Associates have partnered with a highly established and award-winning Financial Planning company based in London to recruit an experienced Paraplanner to join them. RequirementsDue to an internal promotion our client is seeking a Paraplanner to join one of their hubs to support a team of Financial Planners providing holistic advice to HNW...

Paraplanner - Leading National Wealth & Investment Management OrganisationGuildford, hybrid, flexible workingSalary to £55,000 (potentially negotiable) - plus benefitsMBF Recruitment are delighted to partner with our respected client, a leading National Wealth & Investment Management organisation, to assist in their search for a Paraplanner to join their...

Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategyThe business is independently owned and has a team of 6, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth...

Recruit UK are working on an excellent opportunity for a Paraplanner position in Liverpool to join a leading Independent Financial Advice firm. They offer their high net worth clients a quality advice service. They are particularly focused on providing professional and impartial advice across the North West and Wales.My client is a leading Financial Advice...

Mbf are working with a respected & award winning Independent Financial Planning organisation to recruit a Junior Paraplanner. Our client is dedicated to providing first class financial planning & investment management services to clients across the UK.Their team of professional are committed to delivering personalised and strategic advice, ensuring that...

Paraplanner28K TO 35K Basic, great benefits including 25 days holiday, flexible hours, pension and medical coverBased Preston city centre – free parking Our client is a small but very reputable IFA practice in Preston that have been established for many years and have an exceptional client base. The offices are lovely, and you’d be working with some...

This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firmYou will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to...

Position: ParaplannerLocation: Guildford, Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Live near to GuildfordSalary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private...

Position: ParaplannerLocation: Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Salary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical + DIS + free parkingYOUR...

Job Overview We are seeking an experienced Paraplanner to join our team and provide comprehensive financial planning support services. The ideal candidate will play a crucial role in assisting our financial advisors with the preparation and implementation of financial plans for our clients. Responsibilities * Conduct thorough research on financial...

Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy The business is independently owned and has a team of 6, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth...

Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy The business is independently owned and has a team of 6, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth...

Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategyThe business is independently owned and has a team of 6, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth...

Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategyThe business is independently owned and has a team of 6, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth...

A national DFM, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Stockport. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a different role in the firm though, to follow their defined career path, and as such they are looking for someone...

Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategyThe business is independently owned and has a team of 6, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth...

Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy If your skills, experience, and qualifications match those in this job overview, do not delay your application. The business is independently owned and has a team of 6, growing to 8,...