Senior Paraplanner

Job Title: Senior ParaplannerLocation: SurreySalary : £40 – 50k + Bonus + BensA leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a meaningful impact on our...

My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...

Job Title: Senior Paraplanner Team Leader Industry: Financial Planning Location: SussexSalary: Up to £65,000 (negotiable dependent on experience) Job Reference: 9403 Job Description: Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner Team Leader to join a highly respected and thriving Financial Planning firm based in Sussex....

Job - Senior ParaplannerIndustry - Wealth ManagementLocation - HertfordshireSalary - CompetitiveBusinessAn award winning Wealth Manager with circa £1.5b AUM are continuing their expansions plans and are looking for Paraplanners to join their Bishops Stortford team. This is a great opportunity to work in a collaborative team that trains, supports and...

Job title ParaplannerLocation Onsite only - LeedsJob Type Full time and PermanentSalary £30,000 (flexible)Benefits: Pension; 6 weeks holiday plus bank holidays; Private Medical InsuranceRole OverviewThis position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It...

IDEX Consulting are working in partnership with a leading Financial Planning group who are bolstering their compliance team and have newly created opportunities including;Business Assurance Specialist (£35k - £47k) | Level 4 Diploma QualifiedAdvisor Servicing Analyst (£30k - £42k)Business Assurance Technical Analyst (£50k - £65k) | Chartered...

Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements:2+ years experience as an Senior ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma and ideally have level 6 or working...

Senior paraplanning role in a growing and successful advice practice.CII Diploma qualified onlyMinimum 2 years experience in this roleFully diploma qualified, may be charteredNeed experience in pensions, ISA, Investment bonds UK and international, EIS, VCT, Business relief, protection including WOL, excess income plans and trust planning/gifting.Simply put...

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...

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...

We have a fantastic opportunity for a Senior Paraplanner to join a leading Wealth Management firm. This is an exciting opportunity to join an established company at its growth stage, with future career progression opportunities offered.Your primary role is to provide a full professional and technical support function to Wealth Planners, alongside supporting...

Paraplanner – £60,000 DOE + Bonus – Bristol / HybridI am currently partnered with a prestigious wealth management firm seeking an experienced Paraplanner to join their team in Bristol.The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth clients. Their proven...

Paraplanner – £60,000 DOE + Bonus – Bristol / Hybrid I am currently partnered with a prestigious wealth management firm seeking an experienced Paraplanner to join their team in Bristol. The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth clients. Their proven...

Job Title: Senior ParaplannerIndustry: Financial PlanningLocation: LoughtonSalary: Up to £75,000 (negotiable dependent on experience)Job Reference: 9320Job Description:Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner to join a highly respected and thriving Financial Planning firm based in Essex. Due to continued business...

Job Description Paraplanner – £60,000 DOE + Bonus – Bristol / Hybrid I am currently partnered with a prestigious wealth management firm seeking an experienced Paraplanner to join their team in Bristol. The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth...

Paraplanner - £45,000 + Bonus – Bristol/ HybridI'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Bristol offers a true...

Senior Administrator / Junior Paraplanner Location: Oakham - Office BasedSalary: Up to £35,000 (Dependent on Experience)An excellent and very interesting opportunity has arisen for a Senior Administrator / Junior Paraplanner to work within a highly successful Practice. You will be based in their High Street offices, ensuring the business generated by the...

We working with the Financial Planning arm of a prestigious Investment Management organisation. Our client is a true market leader, they are a leading business that have an exceptional reputation. The client works at the top end of the industry dealing exclusively with HNW & UHNW clients.Due to continued organic growth, they now have the requirement for an...

Kingswood Group are supporting a dynamic financial services firm in recruiting a Paraplanner for their expanding team based in Bishops Stortford. This is a fantastic opportunity for a qualified or part-qualified paraplanner, looking to continue their qualification.Working closely with an Adviser and Senior Paraplanner, the successful candidate will provide...

Recruit UK are working on an exciting opportunity for a Senior Paraplanner in London to join a Financial Planning firm.Our client are a leading Financial Planning and Investment Management firm, with an office in the heart of London. They continue to go from strength to strength and are on a huge growing strategy across the UK! They are looking to expand...

Paraplanner – £60,000 DOE + Bonus – Bristol / HybridI am currently partnered with a prestigious wealth management firm seeking an experienced Paraplanner to join their team in Bristol.The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth clients. Their proven...

Paraplanner – £60,000 DOE + Bonus – Bristol / HybridI am currently partnered with a prestigious wealth management firm seeking an experienced Paraplanner to join their team in Bristol.The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth clients. Their proven...

As a business with big ambition, we are looking to build on our success to date and further expand, onboarding new advisers to grow our client bank and funds under management. As such we are looking for an experienced and highly analytical senior paraplanner to join our existing paraplanning team within our Manchester head office.You will be responsible for...

Paraplanner – £60,000 DOE + Bonus – Bristol / Hybrid The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth clients. The ideal candidate will need to hold Chartered status and demonstrate proven expertise in both report writing and client management. Experience...

Job Description Paraplanner - £45,000 + Bonus – Bristol/ Hybrid I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year. The business local...

Paraplanner - £45,000 + Bonus – Bristol/ HybridI'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Bristol offers a true...