Paraplanner

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: ParaplannerSalary: CompetitiveLocation: ManchesterStandard Hours: 35 hours per weekResponsible to: Director of Financial PlanningMain duties and responsibilities:· Carry out research and analysis· Write suitability reports and letters· Carry out annual review analysis and reporting· Client and adviser contact· ...

Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners based in Altrincham.Role overviewTo prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and PartnersTo ensure that the preparation of advice...

Paraplanning ManagerStockportSalary up to £60,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Group Life Scheme Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent...

Paraplanning Manager - Join our Dynamic Finance Team!Are you a talented individual with a passion for finance and excellent leadership skills? We are currently seeking a Paraplanning Manager to join our vibrant and successful finance organisation. If you have experience managing and training others, and you're looking for an exciting opportunity to make...

Technical IFA AdministratorStockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays.Full exam supportGroup Life Scheme Hybrid working Flexible working hours Our client are a highly progressive and buoyant...

Paraplanning Manager RoleAre you an experienced Paraplanner looking to elevate your career? This Paraplanning Manager role offers a unique blend of leadership, strategy, and client-focused responsibilities, designed to enhance your professional journey.Why Consider This Role?This position provides the perfect balance of autonomy and collaboration, allowing...

Paraplanner Manager opportunity - Chartered Wealth Practice My client is a Chartered Financial Planning practice with a long-term financial planning approach to their clients. They are looking to augment their successful team by securing an experienced Paraplanner Manager for their Heaton Mersey office, near Stockport. You'll deal with a wide range of...

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 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...

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...

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 Description Paraplanner Stockport based Salary up to £40,000(Experience dependant) 25 days holiday, Hybrid working Full 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...

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...

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 Description 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...

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...

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,...

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 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...

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...

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...

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...

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...

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...