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...

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...

Up to £45k DOEOur client a prestigious and forward-thinking Financial Services firm are seeking a Paraplanner to join their team based in Newton Abbott (Devon) and Wellington (Somerset).Paraplanner responsibilities include:Receiving instructions during debriefings from advisers following client meetingsAnalysing data and using research tools to provide...

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...

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...

Mbf are working with the Financial Planning arm of a prestigious Investment Management organisation. Our client is a true market leader, they are a national 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...

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 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...

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...

Job Title: ParaplannerLocation: Cheshire (Hybrid/Remote)Salary: Up to £40kOverview:A dynamic Wealth Management Practice in Cheshire is seeking an experienced Paraplanner to join their growing team. This hybrid role offers excellent opportunities for personal development within a supportive and ambitious environment.What will you do?Provide research and...

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...

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: 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...

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...

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...

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:...

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,...

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...

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...

ParaplannerStockport basedSalary up to £40,000(Experience dependant)25 days holiday, Hybrid workingFull exam support PMI, Company Pension Death in service Our client are a highly progressive and buoyant Firm of Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and...

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...

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...

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: ParaplannerIndustry: Financial PlanningLocation: KnutsfordSalary: Up to £38,000 (negotiable dependent on experience) Job Reference: 9301Job Description:Recruit UK is delighted to offer an exciting opportunity for a Paraplanner to join a highly respected and thriving Financial Planning firm based in Knutsford. Due to continued business growth, our...

Paraplanner, Cheshire based Salary up to £40,000(Experience dependant)26 days holiday, you acquire 1 day for 2 years of service.You will receive an additional days leave on your Birthday.Full exam supportFlexible working hours between 8.00-19.00PMI,X4 Death in service5% Employer contributionFresh fruit delivered to the office on a daily basis Our client is...