Paraplanner

Overview: Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services recruitment. We have partnered with a prestigious wealth management firm to recruit an experienced paraplanner.Job Description: The paraplanner will be responsible for supporting financial advisers in preparing client recommendations and...

Job DescriptionKey Responsibilities:Collaborate with financial advisers to prepare comprehensive suitability reports.Provide exceptional client service by responding to enquiries and resolving issues in a timely manner.Analyse investment performance and costs to ensure optimal portfolio management.Maintain strict adherence to internal policies and industry...

MHA Caves Wealth is a leading provider of financial advice and investment management services. We are currently seeking a skilled Financial Paraplanner to join our team.The successful candidate will be responsible for providing administrative support to our financial planners, including researching new business opportunities and assessing the suitability of...

Role SummaryCV-Library is seeking a skilled Paraplanner to join our team. As a Paraplanner, you will be responsible for providing professional support to our MD and Advisers, servicing all aspects of client work.The ideal candidate will have strong organizational and time management skills, with the ability to work in a team environment and maintain...

About the RoleWe are seeking a skilled Paraplanner to join our dynamic wealth management team at Artemis Recruitment Consultants Ltd.This is a fantastic opportunity for an experienced individual to utilize their knowledge and expertise in investment analysis, client service, and regulatory compliance.

Adecco are currently supporting our client in recruiting for a Paraplanner for a well-established Financial services company based in Kettering.Job Description:To provide a professional level of support as a Paraplanner to the MD and a team of Advisers in servicing the demands of all aspects of client work.Respond to all communications in a timely...

Job DescriptionWe are seeking a skilled Paraplanner to join our team at CV-Library. As a Paraplanner, you will be responsible for providing professional support to our MD and Advisers, servicing all aspects of client work.The ideal candidate will have strong organizational and time management skills, with the ability to work in a team environment and...

Job OverviewWe are seeking a highly skilled Paraplanner to join our team at CV-Library. As a Paraplanner, you will play a crucial role in providing professional support to our MD and Advisers, servicing all aspects of client work.This is an exciting opportunity for a motivated individual to take on new challenges and contribute to the growth of our...

We are looking for a dedicated and highly skilled Financial Paraplanner to join our team at CleverHR. In this role, you will have the opportunity to work on a wide range of financial planning projects, from developing comprehensive financial plans for clients to collaborating with financial advisors to implement client strategies.Job RequirementsA strong...

At MHA Caves Wealth, we are seeking a talented Paraplanning Specialist to join our team. As a key member of our paraplanning department, you will play a vital role in delivering high-quality advice and support to our clients.We are looking for an experienced Paraplanner with a Level 4 Diploma (CII) and at least 2 years of experience in the industry. The...

We are seeking a highly skilled and detail-oriented professional to join our team at CleverHR as a Financial Paraplanner. This role offers an exciting opportunity to work closely with our financial planning and support teams to develop comprehensive financial plans for clients.Key ResponsibilitiesConduct in-depth financial analysis for clients, including...

CleverHR is a leading provider of HR services, and we are committed to delivering exceptional results for our clients. As a Financial Paraplanner, you will play a vital role in helping us achieve this goal.About the RoleThis is a challenging and rewarding role that requires strong analytical and communication skills. You will work closely with our financial...

We are currently seeking an experienced Financial Planning Assistant to join our team in Northhampton. As a key member of our practice, you will work closely with our financial advisers to provide a comprehensive wealth management solution.Our company offers an integrated financial and tax advice service, combining the expertise of experienced financial...

Paraplanner - Northampton - Up to £40k + Our client, with their head office in Northampton, are looking for a paraplanner to help provide technical support for the some of the senior advisors. Within the role this would be technical in such as paraplanning, research, analysing, preparation of new and existing client cashflow, as well as some PA work and...

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...

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...

Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of...

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...

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...

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...

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: 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...

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...

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 - 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...

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...

We are currently recruiting for a Financial Planning practice in Northhampton who are looking to recruit a Paraplanner to join their team. The company provides an integrated financial and tax advice service. Their experienced financial advisers work very closely with their professional tax advisers to provide a fully comprehensive wealth management...

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...

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...