Paraplanner

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,...

Position: ParaplannerLocation: Guildford, 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...

We are thrilled to be representing our client in their search for a Paraplanner or Senior Administrator in Ipswich to join their boutique independent financial advisory firm. Our client is a successful family firm who has been trading for almost 30 years covering Suffolk, London and surrounding counties. Their main office is set in an idyllic barn in Ipswich...

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...

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...

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...

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...

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,...

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...

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...

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....

Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit a Junior Paraplanner. Our client is one of the foremost names in the industry, they are a reputable business who are at an exciting stage of growth. They are dedicated to providing first class financial planning & investment...

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...

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...

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...

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...

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...

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...