Paraplanner

4 weeks ago


UK, UK, United Kingdom mbf Full time

Paraplanner

Lichfield - office based

Salary negotiable to around £45K plus company benefits


Are 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, currently seeking a talented Paraplanner to join their team in Lichfield.


About the Role:

As a Paraplanner, you will be an integral part of a growing team, working closely with a highly successful group of Financial Planners and their clients. Your role will involve providing comprehensive support to ensure that clients receive first class financial advice and services.


Key Responsibilities:

  • Research & Analysis: Conduct thorough research and analysis of financial products and services, ensuring all recommendations are suitable for clients' needs.
  • Report Preparation: Prepare detailed and compliant financial planning reports, ensuring they are accurate and tailored to individual client requirements.
  • Client Support: Work closely with Financial Planners to manage client relationships, attending meetings and supporting with technical queries.
  • Regulatory Compliance: Ensure all advice and documentation meet regulatory standards and are up to date with the latest industry changes.
  • Collaboration: Collaborate with the wider team to ensure seamless service delivery and support the growth objectives of the firm.


What We’re Looking For:

  • Proven experience as a Paraplanner within the financial planning industry.
  • Strong knowledge of financial products, investment strategies, and tax planning.
  • Excellent analytical and report writing skills.
  • A professional qualification in financial planning (e.g., Diploma in Financial Planning) is highly desirable, although candidates working towards this qualification will be considered if they have relevant experience.
  • High level of accuracy and attention to detail.
  • Ability to manage multiple tasks and work effectively in a team environment.


What’s on Offer:

  • A competitive basic salary of up to £45,000, with discretionary bonuses.
  • Company benefits package
  • Opportunities for professional development and career progression within a growing firm.
  • Full exam support to Diploma or Chartered


  • Paraplanner

    3 months ago


    UK, UK, United Kingdom Ferguson Dean Full time

    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...

  • Paraplanner

    4 days ago


    UK, UK, United Kingdom Eden Scott Full time

    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...

  • Paraplanner

    1 month ago


    UK, UK, United Kingdom Nigel James Associates Ltd Full time

    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

    5 days ago


    UK, UK, United Kingdom mbf Full time

    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...

  • Junior Paraplanner

    2 weeks ago


    UK, UK, United Kingdom mbf Full time

    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...

  • Trainee Paraplanner

    1 month ago


    UK, UK, United Kingdom JJ SEARCH LIMITED Full time

    SALARY: 30-35K depending on experienceThe Client An established and widely known Wealth Management firm running Discretionary Investment Portfolios.The Role The Trainee Paraplanner will work alongside experienced Paraplanners in actively supporting Wealth Planners in a succesful and highly reputable wealth management business. This role will offer the...

  • Paraplanner

    3 weeks ago


    UK, UK, United Kingdom Heronsgate Capital Full time

    We are hiring a Paraplanner to join our boutique wealth management company which delivers bespoke, high quality financial planning and investment advice to individuals in the professional services industry.The Role The role will involve working collaboratively in a dynamic team of Chartered Financial Planners, Paraplanners, Investment Analysts and Client...

  • Paraplanner

    2 weeks ago


    UK, UK, United Kingdom Sapphire Financial Planning Ltd Full time

    About Us:Sapphire Financial Planning is a well-established Partner Practice of St. James Place, dedicated to providing comprehensive and bespoke financial advice to our valued clients. We pride ourselves on our commitment to excellence and our client-centric approach.Role Overview:We are seeking a highly skilled and motivated Paraplanner to join our dynamic...

  • Paraplanner

    2 weeks ago


    UK, UK, United Kingdom Recruit UK | Certified B Corp™ Full time

    Recruit UK are working on an excellent opportunity for a Paraplanner to join a Financial Planning firm in Swansea. This successful IFA firm offer clients holistic advice, recognising that each client is different and therefore they tailor each service accordingly. As their client outreach continues to grow, they are looking to grow their Paraplanning team....


  • UK, UK, United Kingdom mbf Full time

    Paraplanner / Junior Financial PlannerNewcastle – Hybrid£40,000 to £47,000, Bonus & Benefits (potentially negotiable)We are excited to offer an exceptional opportunity for an experienced Paraplanner looking to step up into a Financial Planner role within 24 months. We are seeking to recruit a Paraplanner/ Junior Financial Planner to join a highly...

  • Senior Paraplanner

    3 months ago


    London, UK, UK, United Kingdom Tate Recruitment Full time

    Job Title: Senior ParaplannerLocation: City of LondonSalary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Hybrid working.Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised...

  • Paraplanner

    2 days ago


    UK, UK, United Kingdom Bond Rec Full time

    Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Wilmslow, Cheshire.The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.General accountabilitiesComply...

  • Paraplanner

    3 months ago


    London, UK, UK, United Kingdom Tate Recruitment Full time

    Job Title: ParaplannerLocation: City of LondonSalary: Highly competitive compensation base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Flexible Hybrid working.Are you an experienced Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a...

  • Paraplanner

    2 weeks ago


    UK, UK, United Kingdom IDEX Consulting Ltd Full time

    We are looking looking for an experienced Paraplanner to join this excellent business in GlasgowYou will have the opportunity to mostly work remote (2-3 days a month in the office or more if you prefer)THE ROLETo prepare written advice and provide technical research services to a team of Advisors and partnersTo ensure that the preparation of advice for...

  • Paraplanner

    5 days ago


    UK, UK, United Kingdom Bruin Full time

    My client, one of the top 10 Wealth Managers in the UK are seeking a Diploma Qualified Paraplanner to join their team in Birmingham.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 planning and investment...

  • Paraplanner

    2 weeks ago


    UK, UK, United Kingdom Ferguson Dean Full time

    A rapidly expanding regional IFA firm in Sale are looking to recruit an additional paraplanner. The firm are at the cutting edge of technology, fully embracing AI to smooth the client experience and assist in reports and administration. The role will have a large degree of client contact and interaction and there is a direct path to advice in the firm, in...

  • Paraplanner

    2 weeks ago


    UK, UK, United Kingdom Ferguson Dean Full time

    A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)PackageYou will receive...

  • Paraplanner

    2 months ago


    UK, UK, United Kingdom Recruit UK | Certified B Corp™ Full time

    Recruit UK are working on an exciting opportunity for a remote Paraplanner in the Dorset area to work for a financial planning firm. Our client is a highly successful and UK wide Asset Management company, who continue to go from strength to strength each year. This company approaches their work in an honest, forward-thinking manner to provide expert service,...

  • Paraplanner

    2 days ago


    UK, UK, United Kingdom Bond Rec Full time

    Our client is a highly regarded firm of Chartered Financial Planners based on the outskirts of Nottingham, due to continued growth of the business they are now looking to recruit an experienced Paraplanner to join their busy team.We are looking for someone with specific experience and skills. You should be able to tick these boxes:· Paraplanning for at...

  • Paraplanner

    4 weeks ago


    UK, UK, United Kingdom mbf Full time

    We are currently working with a leading Financial Planners based in Horley, Surrey, to recruit for a Paraplanner to join their team. Our client operates a hybrid structure with 3 days wfh and 2 in the office.Company Overview: This highly regarded financial planning business is committed to providing comprehensive financial planning and wealth management...