paraplanner

My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and...

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a...

Description £32,000 to £38,000 plus benefits and bonus Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM. Working in office based your role will focus on – technical...

Paraplanner | Nottingham | Full Time | Monday to Friday, 9am - 5pm | £30,000-£40,000 per annum DOE Are you an experienced Paraplanner looking for a new opportunity within an established financial planning practice? Our client is an Independent Financial Services Group Practice, established in 2001 and based in the Midlands. They specialise in all areas of...

This Paraplanner job offers an excellent opportunity if you are a genuine Paraplanner who enjoys being actively involved in complex financial planning work. In this Paraplanner job, you will work closely with advisers on thoughtful, holistic client planning. Your involvement will go far beyond report writing, with a strong emphasis on research, technical...

My client is currently looking for a Paraplanner to join their business in Blackpool.THE ROLEUndertake Paraplanning activity for the Planners on the team and in exceptional circumstances, provide support to the wider Paraplanning team.Undertake appropriate, accurate and relevant research, based on the information gathered by the Planner, known information...

Most of what we say about paraplanning at Equilibrium is about the client-facing route. This is the other one, and it matters just as much.We are Equilibrium Financial Planning, an award-winning, independent Chartered financial planning firm based near Wilmslow, managing over £1.4bn for our clients. Our purpose is simple: making people's lives better. That...

Description £32,000 to £40,000 plus benefits Paraplanner required by this regional financial advisor to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning, focusing on the technical report writing and research. Paraplanning duties will include – report writing (template...

Carlisle or Penrith. Full time, permanent. Hybrid once settled. Negotiable salary based on experience | Hybrid – up to 3 days from home | Genuine flexi-time | Overtime at 1.5x | 30 days’ holiday + bank holidays | 5% employer pension | Funded CII/CISI exams & study support | Enhanced parental leave + health & wellbeing benefits Experience before exams We...

Job Title: Paraplanner Industry: Financial Services Location: Edinburgh Salary: £40,000 - £60,000 Job ref: 10567 Job Description: Paraplanner Recruit UK are working on an excellent opportunity for an Experienced Paraplanner in Edinburgh to join a well-established leading Financial Advice firm. They deal with high net worth private individuals and...

Recruit Wealth are delighted to be representing one of the UK’s most recognised and highly respected national Financial Planning and Wealth Management names. Our client is renowned for delivering truly independent, expert financial advice combined with exceptional client service. Their mission is simple but powerful – to make a genuine difference to...

Paraplanner Location: Guildford Salary: Up to £50,000 depending on experience. Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, you’ll play a vital role in supporting financial...

Are you an experienced Paraplanner looking to join a well-established and highly respected wealth management practice where you can make an immediate impact? T Nixon Associates is seeking an experienced Paraplanner to support a substantial and long-standing wealth management client bank. Working closely with the advising practice principal and a small,...

Our client is a growing financial planning business with a strong presence in the market and a reputation for providing bespoke financial advice. To support increasing client demand, they are looking to appoint an experienced Paraplanner who can contribute to the continued success of the firm. Working closely with Financial Planners, you will provide...

Description £34,000 to £42,000 plus benefits Paraplanner required by this regional financial advisor to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning, focusing on the technical report writing and research. Paraplanning duties will include – report writing (template...

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Please note that applicants must have worked for a Financial Services company - the client is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered ResponsibilitiesProvide Administration...

Paraplanner Blackpool | Circa £35,000–£45,000, negotiable depending on qualifications and experience | Full-time CKB Recruitment is working with an established and growing insurance and financial-planning business seeking an experienced Paraplanner, or someone progressing towards a fully-fledged Paraplanner position. This is an excellent opportunity to...

Looking for a Paraplanning role where your technical expertise is valued and have the all the work life balance you could wish for!? We're delighted to be representing a truly independent boutique Financial Planning name that has built an outstanding reputation for delivering truly personalised, client-centric advice. Unlike many larger organisations, this...

Where Expertise Meets Purpose – Join a Chartered Wealth Management Firm with £1.2M+ AUM per Client average Are you a qualified Paraplanner ready to elevate your career by working one-on-one with a Chartered Financial Adviser on high-value, technically complex portfolios? This is your opportunity to become a key player in a boutique, high-performing firm...

Recruit Wealth are delighted to be representing one of the UK’s fastest growing and most highly regarded national Financial Planning names. This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and...