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...

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...

A boutique firm of Financial Planners have recently acquired a couple of new client banks and subsequently are looking for a strong Financial Planning Administrator to join their Client Servicing team in Birmingham.Working alongside the Advisers and Paraplanners daily responsibilities will include;Submission of new business applicationsOversee management of...

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...

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...

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...

Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy The business is independently owned and has a team of 6, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth...

We are thrilled to be representing our client in their search for a Paraplanner or Senior Administrator in Ipswich to join their boutique independent financial advisory firm. Our client is a successful family firm who has been trading for almost 30 years covering Suffolk, London and surrounding counties. Their main office is set in an idyllic barn in Ipswich...

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...

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...

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...

Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy The business is independently owned and has a team of 6, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth...

Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategyThe business is independently owned and has a team of 6, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth...

An experienced Paraplanner is required to work closely with our Financial Planner, providing high-quality service and support to its clients.This is a HYBRID role. This position is based outside of Wolverhampton, so would suit a car ownerThe ideal candidate will be committed to continuous personal development and will possess a strong understanding of the...

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...

Salary £35k to £40k DOE | Remote | Flexible Hours – Full or Part timeCathedral Appointments is delighted to be working with a well-established, independent Asset Management firm based in Cornwall who are proud of its reputation and bespoke client care.They have an exciting opportunity for an experienced Paraplanner to join their team on either a full...

Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategyThe business is independently owned and has a team of 6, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth...

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,...

Are you a Senior IFA Administrator or Trainee Paraplanner looking for the next step in your career? NJR Recruitment are partnered with a well established Chartered Financial planning firm who are currently looking for a Trainee Paraplanner to assist their Financial Planner in providing expert guidance to their clients. This Trainee Paraplanner will have a...

Job DescriptionMy 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...

Paraplanner (or Junior Paraplanner) - Knutsford, hybrid £25,000 to £36,000 plus company benefits and discretionary bonus.MBF Recruitment is delighted to be representing an established firm of Independent Financial Advisors based in Knutsford. Our client is seeking a talented Paraplanner to join their growing team.Candidates will be responsible for...

Paraplanner vacancy - work with Chartered Advisers £40k - £50k basic salary + benefits Kent based offices My client, who has offices across Kent with a highly experienced team of Employed Chartered Advisers are a Chartered wealth planning practice who have been operating for over 25 years. I have placed 6 members of staff in the business, and they maintain...

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...

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...

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...