Paraplanner
4 weeks ago
We are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Paraplanner to join their busy and successful team.
Candidates will be responsible for providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client.
Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills.
In return our client is looking to offer a competitive basic salary as well as an excellent benefits package and plenty of opportunities for career progression, within this growing organisation.
-
Paraplanner
4 weeks ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeThis hybrid-based Paraplanner job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm. You will be joining their head office support staff team including Paraplanners and Administrators, who provide quality, technical support to their team of Chartered Financial Planners. As a Paraplanner, you will be focused on...
-
Paraplanner
4 weeks ago
Bristol, United Kingdom Premier Jobs UK Limited Full timeThis hybrid-based Paraplanner job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.You will be joining their head office support staff team including Paraplanners and Administrators, who provide quality, technical support to their team of Chartered Financial Planners.As a Paraplanner, you will be focused on...
-
Paraplanner
3 weeks ago
Bristol, Bristol, United Kingdom CV Elite Ltd Full timeThe Role : I am recruiting a Paraplanner on behalf of Paradigm Norton, an award-winning financial planning firm. Working in Paradigm Nortons Financial Planning hub, this is a remote/hybrid role where you will enjoy a high degree of autonomy while still benefitting from the highest level of training, support and personal development. This is a fantastic...
-
Paraplanner
3 weeks ago
Bristol, Bristol, United Kingdom CV Elite Ltd Full timeThe Role:I am recruiting an experienced Paraplanner to join the team at Co-Navigate Ltd, a leading independent Financial Planning firm based in Gosforth (Newcastle, NE3).Working in a collaborative, client focused team you will work alongside the Financial Planners, attending client meetings and using cashflow forecasting to support them in delivering a...
-
Paraplanner
6 days ago
Bristol, Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner - £45,000 + Bonus – Bristol/ HybridI'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Bristol offers a true...
-
Assistant Paraplanner
1 day ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeLocation Bristol Salary £28500 - £28500 TypeFixed Term WorkplaceHybrid Ref87736 Recruiter Managing This Role Role: Assistant Paraplanner (12 Month FTC) Location: Bristol Salary: Up to £28,500 2-3 days a week in the office This is an award winning financial planning and investment company with an excellent reputation within the industry....
-
Paraplanner
3 weeks ago
bristol;avon, united kingdom Premier Jobs UK Limited Full timeThis hybrid-based Paraplanner job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.You will be joining their head office support staff team including Paraplanners and Administrators, who provide quality, technical support to their team of Chartered Financial Planners.As a Paraplanner, you will be focused on...
-
Paraplanner (Pensions Management)
4 weeks ago
Bristol, United Kingdom IDEX Consulting Ltd Full time €45,000Paraplanner - £45,000 + Bonus – Bristol/ Hybrid The business local to Bristol offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Preparing pre-approval documentation prior to report writing. 30 days annual leave plus bank holidays. ~ Discretionary...
-
Paraplanner
4 weeks ago
Bristol, United Kingdom Switch Recruitment Services Ltd Full timeWe are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Paraplanner to join their busy and successful team. Candidates will be responsible for providing a first class service to clients and supporting Financial Planners with full research and suitability...
-
Paraplanner
4 weeks ago
London Area, United Kingdom Pure Resourcing Limited Full timeParaplanner - Wealth Management (Office-based)Location: North LondonSalary: £45,000 - £75,000 (Depending on experience)Are you an experienced, career Paraplanner looking to join a highly professional yet friendly and collaborative team? This is an exciting opportunity to work within a well-respected wealth management firm that values both expertise and a...
-
Paraplanner
4 weeks ago
London Area, United Kingdom Pure Resourcing Limited Full timeParaplanner - Wealth Management (Office-based)Location: North LondonSalary: £45,000 - £75,000 (Depending on experience)Are you an experienced, career Paraplanner looking to join a highly professional yet friendly and collaborative team? This is an exciting opportunity to work within a well-respected wealth management firm that values both expertise and a...
-
Senior Paraplanner
4 weeks ago
Greater London, United Kingdom Tate Recruitment Full timeJob Title: Senior ParaplannerLocation: City of LondonSalary: £60k to £70k 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 approach...
-
Senior Paraplanner
4 weeks ago
Greater London, United Kingdom Tate Recruitment Full timeJob Title: Senior ParaplannerLocation: City of LondonSalary: £60k to £70k 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 approach...
-
Senior Paraplanner
4 weeks ago
Greater London, United Kingdom Tate Recruitment Full timeJob Title: Senior ParaplannerLocation: City of LondonSalary: £60k to £70k 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 approach...
-
Paraplanner
3 weeks ago
London Area, United Kingdom Orla Rose Associates Full timeJunior Paraplanner – Wealth ManagementLocation: LondonSalary: £35,000 - £38,000Employment Type: Full-Time | Hybrid Working (3 days in the office)The OpportunityA well-established and highly regarded wealth management firm is seeking a Junior Paraplanner to join their team. This role is ideal for a detail-oriented and organised professional with at least...
-
Paraplanner - EU
1 week ago
London Area, United Kingdom Skybound Wealth Management Full timeSkybound Wealth Management is looking for a proactive, detail-oriented Paraplanner to join our London office and support our team of financial advisors who serve clients across the UK, USA, Europe, and the Middle East. This role offers an exciting opportunity to develop your paraplanning skills while supporting a high-performing team in providing top-tier...
-
Head of Paraplanning
7 hours ago
Bristol, Bristol, United Kingdom JR United Kingdom Full timeSalary: £45,000 to £50,000 dependent on experience, plus a discretionary annual bonus and benefits.Are you an experienced qualified Paraplanner looking to stretch into a more senior, leadership-oriented role? This is your opportunity. You must be DipPFS Level 4 qualified.Key Responsibilities of the Head of Paraplanning:Process Leadership: Bring structure...
-
Head of Paraplanning
14 hours ago
Bristol, Bristol, United Kingdom Tate Full timeJob Description Head of ParaplanningBased in Bristol.Full time, Hybrid working. Salary: £45,000 to £50,000 dependent on experience, plus a discretionary annual bonus and benefits. Are you an experienced qualified Paraplanner looking to stretch into a more senior, leadership-oriented role, this is your opportunity. You must be DipPFS Level 4 qualified.Key...
-
Financial Advisor
3 weeks ago
Bristol, Bristol, United Kingdom IDEX Consulting Ltd Full timeJunior Financial Advisor - £30,000 DOE – Bristol / Hybrid (2 days/week)I'm partnered with a National IFA business seeking a Junior Financial Advisor to join their thriving firm at their Bristol office.This is a fantastic opportunity to get your foot in the door with an established business within the advisory industry, offering rare exposure to highly...
-
Financial Advisor
3 days ago
Bristol, Bristol, United Kingdom IDEX Consulting Ltd Full timeJunior Financial Advisor - £30,000 DOE – Bristol / Hybrid (2 days/week)I'm partnered with a National IFA business seeking a Junior Financial Advisor to join their thriving firm at their Bristol office.This is a fantastic opportunity to get your foot in the door with an established business within the advisory industry, offering rare exposure to highly...