Paraplanner

ParaplannerNorth Manchester£35-45KHybrid WorkingAre you looking for a move, to gain a better work life balance?Are you frustrated with the lack of support in your role?Perhaps you just want to work in a more professional environment?If any of the above are true, this should be the role for you!One of our national clients are looking for an experienced...

A national IFA practice, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Knutsford. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a trainee adviser role in the firm though, to follow their defined career path, and as such they are...

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...

Position: Remote Paraplanner - Level 4 QualifiedSalary to £38,000 plus company benefitsCompany:Join an award-winning firm of Independent Financial Advisors, renowned for excellence and innovation in the financial services industry. With over 100 Advisors across the UK, our client prides themselves on delivering exceptional service and tailored solutions to...

Our client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis.As Paraplanner you will actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the...

I am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team.The role will involve the following:Obtain illustrations, related documentation and forms to support suitability reportsPreparation of draft annual review letters including re-balancing of portfolios, drawdown reviews,...

My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...

Senior Paraplanner - Leading Specialist Wealth ManagerLondon - to £60,000 + excellent package and career prospectsAn award winning, employee owned Wealth Management Firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients are looking for a highly capable individual to join their stable team. Working in a team-oriented...

MERJE are partnered with a leading Wealth Manager who are looking for a Paraplanner to join their fast growing team. Key Responsibilities: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs and financial situation to determine a suitable asset allocation reccomendationFormulate plans for clients with highly specialised...

Our client are a highly successful mortgage brokerage based in central London. They specialise in the HNW arena and have extensive experience in this field.A unique opportunity has is now available to join this team in the capacity of Mortgage Paraplanner. This role will pay a base salary up to £50,000. After a 6 month period you will also be able to...

Focused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers.You will work closely with the Operations Director, other Regional Paraplanner...

What the Hiring Manager Says At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve. Our business is transforming, continually modernising...

RoleNigel James Associates are delighted to be working with a leading international wealth manager who are currently seeking an experienced Senior Paraplanner to join their Financial Planning division based in their London office.This role is client facing and you will be working with existing clients to provide full paraplanning support. You will be...

Our client, established for over twenty years is an independent, family-run financial planning firm with whole of market access. Due to on-going success require a Paraplanner. The role is based in central London with easy transport links. Duties: Prepare suitability reports in line with client objectives and as agreed with the adviser. Either post or email...

Our client, an acclaimed Financial Services firm with multiple awards, is seeking an experienced Chartered career Paraplanner to join their team and participate in their Proposition Governance Forum.Founded in 2014, the firm aims to be the most recommended name in financial services, providing exceptional client service from start to finish. Within five...

This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community. The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation...

Do you have 3+ years' experience as a mortgage administrator or paraplanner? Would you like to work alongside some of the best brokers in the mortgage industry?My client is a prestigious brand who are based in the City of London. They have experienced a lot of growth over the past 12 months due to success within the business and are currently looking for...

IFA AdministratorWest Chester£22-29KOffice BasedAre you looking for an opportunity to work in a supportive and professional environment?Simply looking for a move to a more reputable and established firm?This role could be for you!We are working with a Cheshire based Wealth firm who are looking to grow their Admin team within their Chester head...

This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community. The Opportunity: The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders,...

Paraplanning ManagerA successful finance company based in central London is looking for a Head of Paraplanning to join their dynamic, fast-growing team. You will supervise our skilled paraplanners, managing team workload and monitoring workflows to ensure our high-quality output is maintained. You will use your own skills and knowledge to mentor and support...