Paraplanner (client-facing)

Blakemore Recruitment is seeking a skilled Paraplanner to join a dynamic and award-winning Independent Financial Advisory firm in Cambridge. The ideal candidate will have a strong background in financial planning and excellent technical skills.Key Responsibilities:Analyse clients' circumstances, portfolios, and objectives to prepare recommendation reports...

We are seeking a highly experienced Senior Paraplanner to join our team at Cooper Lomaz Recruitment Ltd. This is a pivotal role that requires direct communication with advisers and clients.The successful candidate must have extensive experience working as a Paraplanner or Financial Planner or Financial Advisor. Key responsibilities include collaborating with...

We are seeking a Senior Paraplanner to collaborate with our Chartered Financial Planners and develop comprehensive financial plans and strategies for our clients.The successful candidate will have extensive experience working as a Paraplanner or Financial Planner or Financial Advisor and will be responsible for:Collecting and collating information from...

Seeking a skilled Paraplanner to support our Chartered Financial Planners in Cambridge. Key responsibilities include:Collating client information and data in accordance with 'know your client' principles and firm policies.Collaborating with Chartered Financial Planners to develop comprehensive financial plans and strategies.Undertaking comparative research,...

Job Role: Cooper Lomaz Recruitment Ltd is seeking a highly skilled Senior Paraplanner to support their team in delivering exceptional financial services. The ideal candidate will have extensive experience working as a Paraplanner or Financial Planner, with a proven track record of developing comprehensive financial plans and strategies. Key Responsibilities:...

Blakemore Recruitment is currently seeking an experienced Paraplanner to join an award-winning, talented, and driven Independent Financial Advisory firm in Cambridge. The successful candidate will be part of a dynamic team that prioritizes customer experience and drives success.As a Paraplanner, you will work closely with Advisers and Financial Planning...

Cooper Lomaz is partnering with a leading Chartered Financial Planning institute to find an experienced Financial Planner or Financial Adviser.The ideal candidate will have achieved Chartered status, although this is not essential. Previous experience working as a Paraplanner, Financial Adviser, or Financial Planner is crucial.Key responsibilities will...

Financial Planning OpportunityWe are working with a leading Chartered Financial Planning institute to find an experienced Financial Planner or Financial Adviser. The ideal candidate will have achieved Chartered status, but this is not essential. Previous experience working as a Paraplanner or Financial Adviser is required.The successful candidate will be...

Financial Planning RoleCooper Lomaz Recruitment Ltd is working with a leading Chartered Financial Planning institute in seeking a skilled Financial Planner or Financial Adviser. An ideal candidate will have achieved Chartered status but this is not essential. Essential experience includes working as a Paraplanner or Financial Adviser or Financial Planner....

Cooper Lomaz Recruitment Ltd is seeking an experienced Financial Planner or Financial Adviser to join their team at a Chartered Financial Planning institute. The ideal candidate will have achieved Chartered status, but this is not essential. Previous experience working as a Paraplanner, Financial Adviser, or Financial Planner is required.The successful...

Blakemore Recruitment is seeking a highly skilled Paraplanner to join an award-winning, talented, and driven Independent Financial Advisory firm in Cambridge. The successful candidate will be part of a dynamic team that prioritizes customer experience and success.The role involves working closely with Advisers and Financial Planning Executives to provide...

Job Title: Senior Paraplanner - Technical Lead (Client Facing)Location: West Midlands - apply for more info (Hybrid working considered)Salary: Up to £65,000 plus company benefitsAbout the Company:Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning solutions to...

Job Description As a Paraplanner (client-facing), you will be based at the MM Wealth office in Girton, but may be asked to work from another office location from time to time. You would be required to have a minimum of 2 years' experience of working in financial services. You will support our Chartered Financial Planners dealing with our high net worth...

As a Paraplanner (client-facing), you will be based at the MM Wealth office in Girton, but may be asked to work from another office location from time to time. You would be required to have a minimum of 2 years' experience of working in financial services.You will support our Chartered Financial Planners dealing with our high net worth clients proving...

Mbf are working with the Financial Planning arm of an award-winning Chartered Accountancy practice to recruit an experienced & qualified Paraplanner.Our client has offices the country, they have a particularly strong presence in the South West of England. Due to continued growth & expansion, they are now looking to recruit an additional Paraplanner to join...

Paraplanner - Solihull, hybrid (2 days 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...

About the Company A leading regional Chartered Financial Planning practice are looking to expand their team in Shrewsbury. Their paraplanners are client facing and have their own portfolio, acting as the first point of contact. Clients are broadly in the £500k to £10m space, so you will need to have experience in dealing with clients of at least this...

About the Company A leading regional Chartered Financial Planning practice are looking for two paraplanners to join their team in Warrington or be home based. This highly successful and instantly recognisable practice are keen to bring on board quality technical staff to provide high level client support. The firm will support you to reach Chartered status...

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...

The Company: A highly regarded boutique Investment ManagementThe Role:The Paraplanner will support a team of Wealth Managers / Wealth Planners in the administrative management of client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support.The Paraplanner will prepare and implement...

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...

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...

Job Title: ParaplannerIndustry: Financial ServicesLocation: NorthamptonSalary: Up to £40,000Job ref: 9266Job Description:Recruit UK is excited to be partnering with a thriving firm in Northampton that’s on the lookout for a talented paraplanner to join their expanding team.This firm is renowned for delivering holistic advice and bespoke solutions, helping...

Paraplanner.Salary: £45k to £50k plus discretionary annual bonus and excellent benefits.Location: Bishop’s Stortford, Office Based (5 days per week)About the Company:Tate is proud to partner with a bespoke wealth management firm in Bishop’s Stortford that is undergoing significant expansion. The company’s client proposition is akin to private banks,...

Our is a successful Chartered Financial Planning institute and they are seeking a Senior Paraplanner to join their team. This is a pivotal role to the company and you will be in direct communication with advisers and clients. The successful candidate must have extensive experience working as a Paraplanner or Financial Planner or Financial Advisor. 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...

Job Title: ParaplannerLocation: Londonderry, Northern IrelandAbout BenchmarkBenchmark is an award-winning firm offering innovative solutions in regulatory, platform, and investment services, designed to assist advisers at every stage of their journey— from launching and managing a financial advice business more effectively to accelerating growth and...

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...

A long established, successful Wealth Management firm in Southport are looking for a paraplanner to join their team. The practice have recently purchased a local firm in the region and as such are looking to add technical expertise to grow their existing team. With a focus on HNW and UHNW clients, you will have experience of major systems such as IO, Dynamic...

Job Description:Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the IFA's.The role will involve taking responsibility for the following;Undertake appropriate, accurate and relevant research, based on the information gathered by the Financial Advisers, known information for clients in the on-going...

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...