Paraplanner

Paraplanner Location - RemoteSalary - Up to £45,000We are an SJP Partner Practice looking to appoint an experienced Paraplanner to join our growing team.Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their...

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...

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...

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...

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 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...

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...

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...

The Company: A highly regarded boutique Investment ManagementThe Role:The Paraplanner will support a team of Wealth Managers / Wealth Planners in the administrative management of client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support.The Paraplanner will prepare and implement...

RoleNigel James Associates is delighted to be working with one of country’s fastest growing financial planning companies who are a true innovators in the industry.With their consistent growth our client is seeking an experienced Paraplanner to join their team in London. You will be responsible for the financial planning that a client receives, rather than...

South Yorkshire (Remote based with expectation of being in the office twice per month)£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...

Experienced Paraplanner needed to work with 2 AdvisersOffices near Piccadilly Circus/Green Park (London)Basic salary £45k - £55k + benefits packageFull study support to Chartered status and route to AdviserFirst 8 weeks in the office then 2 days WFH per weekMy client is an award winning medium sized Chartered independent financial advice business based in...

Role: ParaplannerLocation: The City, LondonSalary: Up to £50,000This role can be 2-3 days a week in London, or at least 1 day a fortnight as a minimum.This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW...

We’re currently partnering with a global financial services business, with offices across the UK, to recruit for an experienced Paraplanner to join their team. This role offers the flexibility of remote work, allowing you to support high-quality financial advice from the comfort of your home.Our client is a globally recognised leader in financial services,...

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,...

RoleNigel James Associates have been assigned by a leading wealth management company to secure an experienced part-time Paraplanner to work closely with two senior Financial Planners working with HNW/UHNW clients. You will be required to work four days a week, with one to two days spent in the office, depending on client meetings.RequirementsYou will be an...

Are you an experienced Paraplanner with a passion for client service and leadership? We are working with a prestigious Multi-Family Office based in Mayfair, looking for a Senior Paraplanner to join their team. With clients ranging from £25M to £500M in assets, including entrepreneurs who have recently sold their businesses through M&A, this is an exciting...