Paraplanner (or Junior Paraplanner)

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...

Are you ready to take your mortgage career to the next level? This is a fantastic opportunity to join a forward-thinking brokerage as a Mortgage Paraplanner, supporting expert Mortgage Brokers and playing a key role in delivering seamless, client-focused financial solutions.About the CompanyThis established, whole-of-market brokerage prides itself on...

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...

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...

ParaplannerHybrid- 3 days from home Key Responsibilities• Prepare suitability reports across a wide range of advice types, financial products, and investment solutions• Carry out any necessary technical research• Ensure client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that theyare kept...

We are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of 2 Paraplanners to join their busy and successful team.Candidates will be responsible for providing a first class service to clients and supporting Financial Planners with full research and suitability...

IFA Administrator, Salary up to £30,000(Experience dependant)Birmingham & Warwick locationsHybrid working 25 Days Holiday, increases based on service Life AssuranceFree ParkingIncome ProtectionSick Pay Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke...

IFA Administrator, Salary up to £30,000(Experience dependant) Birmingham, Hybrid working25 Days Holiday, increases based on serviceLife AssuranceFree ParkingIncome ProtectionSick Pay Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their...

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...

Experienced Mortgage Administrator looking for a Mortgage Brokerage you can build a long lasting career with?Would you love to work for a company that supports and funds your career based training?Look no further! This is the role for you...About the CompanyA leading brokerage that provides unbiased whole of market tailored advice, working to ensure that...

IFA SupportNewbury£28-£32kHybridWe are pleased to be working with an IFA firm based in Newbury on their search for a new team member.Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role will be paraplanning.Responsibilities:Providing administration...

IFA AdministratorHalifax Salary up to £28,000 (Experience dependant) Death in service 5% Pension Yulife Employee benefits package Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent...

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...

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...

Job Description 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...

Paraplanner – Independent Financial Planning Firm **Location:** Solihull **Salary:** Negotiable, dependent on experience (DOE) **Benefits:** 23 days holiday, 4x Death in Service, 6% Pension **Work Environment:** Young, vibrant team with a clear progression path An exciting opportunity has opened for a **Paraplanner** to join a highly regarded...

Paraplanner – Independent Financial Planning Firm**Location:** Solihull**Salary:** Negotiable, dependent on experience (DOE)**Benefits:** 23 days holiday, 4x Death in Service, 6% Pension**Work Environment:** Young, vibrant team with a clear progression pathAn exciting opportunity has opened for a **Paraplanner** to join a highly regarded independent...

Trainee Financial Adviser – Independent Financial Planning FirmLocation: SolihullSalary: Negotiable, dependent on experience (DOE)Benefits: 23 days holiday, 4x Death in Service, 6% PensionWork Environment: Young, vibrant team with a clear progression pathAn exciting opportunity has opened for a Paraplanner/Trainee Financial Adviser to join a highly...

Trainee Financial Adviser – Independent Financial Planning Firm Location: Solihull Salary: Negotiable, dependent on experience (DOE) Benefits: 23 days holiday, 4x Death in Service, 6% Pension Work Environment: Young, vibrant team with a clear progression path An exciting opportunity has opened for a Paraplanner/Trainee Financial Adviser to join a...

Trainee Financial Adviser – Independent Financial Planning Firm Location: Solihull Salary: Negotiable, dependent on experience (DOE) Benefits: 23 days holiday, 4x Death in Service, 6% Pension Work Environment: Young, vibrant team with a clear progression path An exciting opportunity has opened for a Paraplanner/Trainee Financial Adviser to join a...

Job Title: ParaplannerIndustry: Financial ServicesLocation: ManchesterSalary: £45,000Job ref: 9328Job Description: Paraplanner Recruit UK are working on an excellent opportunity for an Experienced Paraplanner in Manchester to join a well-established leading Independent Financial Advice firm. They deal with high net worth private individuals and corporate...

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...

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...

Home based with expectation of being in their Yorkshire based office once every two weeks£45,000 + BenefitsJob Description:Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers.The role will involve taking responsibility for the following:Undertake appropriate, accurate and relevant...

Financial Planning Paraplanner / Investment Research AnalystSalary: £45k+ DOELocation: Harrogate, North YorkshireHours: Monday to Friday - Hybrid Working OpportunitiesThe Client will consider Full Time & Part Time.I am representing a forward-thinking and conscientious company based in Harrogate, that are well established in the financial and investment...

Are you an experienced Paraplanner looking for an opportunity to grow your career with a supportive and forward-thinking organisation? We’re excited to be recruiting on behalf of a highly respected, fully independent financial planning business that is currently experiencing a period of strong growth. Known for their innovative approach and commitment to...

Paraplanner | Harrogate£40,000 + annual, discretionary bonusHybrid working patternIDEX are working with one of the most exciting Advisory groups in the UK who, through continued FUM growth, require an additional Paraplanner within their Harrogate base. The business has been in the press for various significant acquisitions during 2024 and the trend looks...

Paraplanner We are looking for a skilled and detail-oriented Paraplanner to join our financial planning team. The Paraplanner will play a key role in supporting our financial advisors by conducting research, preparing financial plans, and ensuring that all documentation is accurate and compliant with regulations. Key Responsibilities:Prepare Financial Plans:...

Junior Mortgage Broker / Mortgage ParaplannerAre you looking for a career not just a job?Are you fully CeMAP qualified and keen to develop you career as a Mortgage Broker?We are looking to recruit a Junior Mortgage Broker / Mortgage Paraplanner (Must be CeMAP qualified) to support the director of an award-winning financial services company. Based from their...

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,...

A three Adviser IFA practice in Cheshire are looking for a paraplanner to join their team. With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner. With full study support towards Diploma and Chartered status you will be working with clients who have a...

A Chartered IFA practice are looking to recruit an additional paraplanner to join their team in Stockport. They have been established for almost 30 years and are quite rightly proud of their Chartered status. They have over £1bn in AUM and are keen to bring on top talent to further grow the firm. Paraplanners work on a grouped basis with pods of Advisers so...