paraplanning

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As...

Paraplanning Team Leader Salary: £50,000-£55,000 Reports to: Paraplanner Manager Location: Farnborough/Remote About the Role Are you an experienced paraplanner ready to lead and inspire a team? This is a fantastic opportunity to step into a Team Leader role where you will blend technical expertise with leadership, overseeing the day-to-day running of...

The Company: A highly respected and professional Wealth Management firm with ambitious growth plans. The Role: The Paraplanning Team Leader will actively manage a team of Paraplanners who are supporting Wealth Planners by carrying out high-quality research on a full range of financial planning products and services including pensions, life insurance, tax...

Pinstripe Personnel seeks a highly experienced Financial Planner for a fully remote role in the UK. The position offers an OTE of £100,000+ with paraplanning support, new business leads, and a dedicated business development team to help you succeed.You will join an award-winning wealth planning firm with training academies, workshops, and market-leading...

A financial services provider in Bristol is seeking a Paraplanning Team Leader. This role involves mentoring a team, ensuring high-quality support to Financial Advisers, and maintaining compliance with regulations. The ideal candidate should have experience in managing paraplanners and a strong grasp of financial planning. A combination of office and remote...

The Company: A highly respected and professional Wealth Management firm with ambitious growth plans. The Role: The Paraplanning Team Leader will actively manage a team of Paraplanners who are supporting Wealth Planners by carrying out high-quality research on a full range of financial planning products and services including pensions, life insurance, tax...

We are working with one of London's leading wealth and investment management businesses, who are looking to appoint an experienced Head of Paraplanning to lead and further develop their established Paraplanning function.This is an outstanding opportunity for an experienced people manager or senior leader within the financial planning or wealth management...

We are looking for an experienced Paraplanning Manager to lead and develop a high-performing paraplanning team within a growing financial planning business. This is a leadership role for someone who combines strong technical expertise with a passion for developing people, improving processes and delivering an efficient, high-quality advice service. Working...

As part of our ongoing expansion we are looking to appoint a Head of Paraplanning to lead, develop and manage our Paraplanning function while also having input into our Client Executive pathway. Serving as the senior representative of the Paraplanning function, working closely with senior stakeholders to embed the strategic direction ensuring the function...

An exciting opportunity has arisen for an experienced Paraplanner Manager to join a successful financial planning team based in Bromsgrove.The successful candidate will take responsibility for managing and developing a team of 8- 10 Paraplanners, ensuring the delivery of accurate, compliant and high-quality financial planning research and reports within...

Eden Rose, a Chartered independent boutique Financial Planning firm, seeks a Research and Analysis professional to support its advisers in the City. The role blends paraplanning and administration, helping ensure compliant client files and high-quality financial planning advice.You will assist with research, suitability reports, and new business processing,...

The JobsBoard is looking for an experienced Paraplanning Team Leader to guide and develop a team of Paraplanners while continuing to deliver high-quality paraplanning support. This leadership role blends people management with technical guidance and quality assurance to ensure compliant financial planning advice.You will review client fact-finds, perform...

We are working with a highly regarded, well-established wealth management business that is looking to appoint an experienced Paraplanning Manager to lead and develop its growing paraplanning function. This is an excellent opportunity for someone who enjoys developing people, improving processes and contributing to the wider strategy of a business, whilst...

W1M Wealth & Investment Management seeks a Head of Paraplanning to lead, develop and manage the Paraplanning function, while shaping the Client Executive pathway.As the senior Paraplanning representative, you will align with senior stakeholders to embed strategic direction, ensure technical excellence, regulatory compliance and best-in-class service for...

mbf in London is seeking an experienced Head of Paraplanning to lead and further develop the established Paraplanning function. Reporting directly to the Head of Private Clients, this senior appointment will sit at Associate Director or Director level, with responsibility for managing, motivating and developing an established team of 17+ Paraplanning...

Bruin in Warrington is seeking a Senior Client Manager to join a well-established financial planning team. You will join Senior Financial Advisers, attend client meetings, own the technical planning, and manage client-facing work while preserving the hands-on paraplanning elements.You’ll handle fact-finds, build cash‑flow models, review pensions,...

Eden Rose is seeking an experienced Paraplanning Manager in Glasgow to lead a high-performing paraplanning team within a growing financial planning practice. You will drive technical excellence, develop people, and deliver efficient, high-quality advice services.Work closely with Financial Planners, Compliance and Client Support to ensure timely, compliant...

Eventus Recruitment Group is seeking an IFA Administrator to join a Wirral-based financial planning firm. This permanent, full-time role focuses on supporting advisers through the full advice process, with average client assets around £500,000 and exposure to pensions, investments and tax planning.You will collaborate with paraplanners, handle provider...

A financial planning practice in Guildford is seeking a Senior IFA Administrator to support Financial Advisers and Paraplanners. This role involves client communication, detailed report drafting, and quality checks of administration processes. Ideal candidates will have over 5 years of IFA administration experience, Level 4 diploma qualifications, and strong...

BWD Search & Selection is partnering with a renowned wealth management business to appoint an experienced Paraplanning Manager who will lead a growing paraplanning function and work closely with advisers on high-net-worth portfolios.The role focuses on people development, process improvement and contributing to wider business strategy, while staying hands-on...