Paraplanner - Hybrid Wokring

2 months ago


Whiteley UK, Fareham, United Kingdom mbf Full time

A highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team. With offices across the South West and London, this well-established and reputable company has experienced steady growth over recent years.


The Role: Due to increased business demand, they are looking for a Paraplanner to provide full technical support to Chartered Financial Planners and Financial Planners. This role will focus on delivering comprehensive technical assistance, allowing advisors to focus on client-facing activities.


Requirements:

  • You must hold a Diploma in Regulated Financial Planning (CII Level 4) as a minimum.
  • Progress towards Chartered status, or any additional qualifications, would be highly advantageous.


What’s on Offer: Our client takes pride in their low staff turnover, which is attributed to exceptional on-the-job training, a supportive working environment, and extensive opportunities for career progression. Whether you're looking to advance into advisory or management roles, or prefer to develop further as a Paraplanner, the business offers a clear, structured progression path.


The company provides a highly competitive package, including:

  • Basic salary up to £45,000 (dependent on experience)
  • Discretionary bonus
  • Pension scheme
  • Private medical insurance (PMI)
  • Generous holiday entitlement
  • Group income protection
  • Health cash plans
  • Life cover
  • And more


Work-Life Balance: Recognising the importance of flexibility, the company offers a hybrid working model, with 2 days in the office and 3 days working from home.


Why Join? This is a fantastic opportunity to become part of a leading financial planning firm that truly values its employees. You'll be joining a dynamic, forward-thinking organisation where your contribution will be recognised and valued. If you're looking for a role where you can make a real impact in a collaborative, growth-focused environment, we’d love to hear from you.



  • Whiteley, United Kingdom mbf Full time

    A highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team. With offices across the South West and London, this well-established and reputable company has experienced steady growth over recent years. The Role: Due to increased business demand, they are...


  • Whiteley, United Kingdom mbf Full time

    Job Description A highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team. With offices across the South West and London, this well-established and reputable company has experienced steady growth over recent years. The Role: Due to increased business...


  • Whiteley, United Kingdom mbf Full time

    A highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team. With offices across the South West and London, this well-established and reputable company has experienced steady growth over recent years.The Role: Due to increased business demand, they are looking...


  • UK, UK, United Kingdom mbf Full time

    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...

  • Paraplanner

    3 months ago


    UK, UK, United Kingdom Eden Scott Full time

    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...

  • Paraplanner

    3 weeks ago


    Harrogate, UK, North Yorkshire, United Kingdom Search Part time

    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...

  • Paraplanner

    2 weeks ago


    Manchester, UK, Greater Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time

    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...

  • Paraplanner

    3 weeks ago


    Harrogate, UK, North Yorkshire, United Kingdom IDEX Consulting Ltd Full time

    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...

  • Senior Paraplanner

    3 weeks ago


    Bristol, UK, South West England, United Kingdom VPA London Full time

    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...


  • Solihull, UK, West Midlands, United Kingdom mbf Full time

    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...

  • Senior Paraplanner

    7 months ago


    London, UK, UK, United Kingdom Tate Recruitment Full time

    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...

  • Paraplanner

    1 month ago


    Stockport, UK, Greater Manchester, United Kingdom Medlock Partners Full time

    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...

  • Paraplanner

    2 days ago


    Manchester, UK, Greater Manchester, United Kingdom mbf Full time

    Paraplanner - Leading Wealth Management Organisation - Manchester/ hybrid Salary to £50,000 plus first class benefits packageInitial 15 month Fixed Term Contract - Potential for perm roleMBF are currently working with the Financial Planning division of a Private Banking organisation who are looking to recruit an experienced Paraplanner to join their growing...

  • Paraplanner

    7 days ago


    Newcastle Upon Tyne, UK, Tyne & Wear, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner | NewcastleUp to £40,000 salary + discretionary bonusHybrid working patternIDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Newcastle based team. Having placed into this team earlier in the year, it can be said with confidence how the business provides ongoing support to new joiners and and helps...

  • Paraplanner

    3 weeks ago


    Crawley, UK, West Sussex, United Kingdom Nelson Scott Full time

    ParaplannerHybrid- 3 days from home Key Responsibilities• Prepare suitability reports across a wide range of advice types, financial products, and investment solutions• Carry out any necessary technical research• Ensure client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that theyare kept...

  • Paraplanner

    7 months ago


    London, UK, UK, United Kingdom Tate Recruitment Full time

    Job Title: ParaplannerLocation: City of LondonSalary: Highly competitive compensation base range DOE + 2 annual discretionary bonuses + extensive benefits.Work Arrangement: Flexible Hybrid working.Are you an experienced Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a...

  • Paraplanner

    1 month ago


    Leicester, UK, Leicestershire, United Kingdom Medlock Partners Full time

    ParaplannerLeicesterSalary up to £35,000Hybrid working (2 days in the office) Fully funded staff eventsWe are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands and other key locations. The successful candidate will be working alongside an experienced team of Paraplanners to create bespoke...

  • Paraplanner

    1 month ago


    Newcastle Upon Tyne, UK, Tyne & Wear, United Kingdom Medlock Partners Full time

    Paraplanner,Newcastle Upon Tyne Salary up to £45,000 Experience dependant & Diploma qualified)Hybrid WorkingExcellent Benefits and career progression Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing...

  • Home Based Paraplanner

    2 months ago


    UK, UK, United Kingdom mbf Full time

    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,...

  • Senior Paraplanner

    1 month ago


    Loughton, UK, Essex, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Senior ParaplannerIndustry: Financial PlanningLocation: LoughtonSalary: Up to £75,000 (negotiable dependent on experience)Job Reference: 9320Job Description:Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner to join a highly respected and thriving Financial Planning firm based in Essex. Due to continued business...