Senior Paraplanner

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 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: 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 Title: Senior Paraplanner - Technical Lead 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 high-net-worth (HNW) and...

Mbf are working with one of the UKs largest & most successful Financial Planning and Investment Management organisations to recruit an experienced & qualified Paraplanner. Our client is a prestigious business that has an outstanding reputation, they are an award-winning national firm who have offices across the country.The client is a forward thinking,...

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...

SALARY - 45-55KThe Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe Role The Senior Paraplanner will be an experienced Paraplanner.The Senior Paraplanner will produce accurate calculations and cash-flow modelling to best support recommendations and is responsible for preparing...

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...

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...

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...

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...

Job Title: Senior ParaplannerLocation: GuildfordSalary : £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...

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...

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...

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...

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...

ParaplannerLeicesterSalary up to £35,000Hybrid working (2 days in the office) Fully funded staff eventsWe are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands and other key locations. The successful candidate will be working alongside an experienced team of Paraplanners to create bespoke...

A rapidly expanding regional IFA firm in Liverpool are looking to recruit an additional paraplanner. The firm have offices throughout the North West, with the ability to work out of either Cumbria or Cheshire, as well as the option to be completely remote based. They are able to offer the opportunity to move into management as well as compliance for the...

Are you an experienced Paraplanner looking to elevate your career within a thriving and reputable financial advice firm?Recruit UK is excited to partner with a prestigious Independent Financial Advice firm in London, offering you an opportunity to move your career into a growing and forward thinking company.In this role, you will work closely with a Senior...

A regional IFA firm are looking to recruit an additional paraplanner to join their team in Alderley Edge. They have three offices in the North West, and whilst you will be working with an Adviser in the office you will provide technical assistance generally as required. Most clients have £1m plus with the firm in portfolios and as such you will be working...

Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners based in Altrincham.Role overviewTo prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and PartnersTo ensure that the preparation of advice...

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...

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...

Job Title: Trainee Financial PlannerLocation: Northampton, UKSalary: Up to £40,000 Benefits:Pension contributions matched at 4% (increases to 6% after successful probation)PMI, PHI, and Death in Service schemes after probationOnsite parking and gym facilities21 days holiday per annum (increases annually up to 25 days) plus bank holidaysRole Overview:As a...

About the Company Founded in 2005, our London based client offers bespoke long-term financial planning for senior medical professionals. They are the UK’s leading advice firm uniquely focused on helping medics and their families to make well-considered decisions and to achieve their own ambitions in later life.Using exceptional NHS knowledge, their sound...