Jobs: paraplanning


  • London, United Kingdom Nelson Scott LLP Full time

    Management of Paraplanning support across a number of Practices delivering high quality technical and report writing services to Advisers. In this role, you will also be responsible for a number of centralised Paraplanning or technical activities. RESPONSIBILITIES - Recruit, manage, train and develop high calibre Paraplanners within budget and headcount...


  • Nailsea, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Quick Questions: Do you have experience working as a Paraplanning Administrator ?Do you have experience producing simple suitability letters as a Paraplanning Administrator ?Are you looking to work for a great firm that offers excellent benefits and opportunities as a Paraplanning Administrator ?Benefits: Group Life CoverGroup Income ProtectionPrivate...


  • Southampton, United Kingdom Eight Wealth Management Ltd Full time

    **Paraplanning Assistant** **Eight Wealth Management - Totton** **£27,000 - £29,000** Are you looking to build your career in paraplanning, love working with data and detail, and want to be part of a forward-thinking, people-first financial advice firm? If you enjoy producing high-quality advice documents and learning in a fast-paced environment, this...

  • Paraplanning Manager

    2 weeks ago


    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Full time

    Paraplanning ManagerWe are looking for a skilled and detail-oriented Paraplanning Manager to join our financial planning team. The Paraplanning Manager will play a key role in supporting our financial advisors by conducting research, preparing financial plans, and ensuring that all documentation is accurate and compliant with regulations, as well as managing...


  • Winchester, United Kingdom Eden Rose Full time

    Head of Paraplanning Phone: 01172841280 Remote (with travel to regional offices as required) £50,000 – £60,000 A growing, client-focused wealth management group that prides itself on delivering personalised financial planning. The advisers and paraplanners work collaboratively to help clients achieve their life goals through clear, ethical, and...


  • Sheffield, United Kingdom Ortus PSR Full time

    **Paraplanning Manager** **Location: Sheffield** **Salary: £35,000 - £45,000** The opportunity for an experienced Paraplanning Manager to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Managing, leading and motivating a team of paraplanners -...


  • Bristol, United Kingdom Ortus PSR Full time

    **Paraplanning Manager** **Location: Bristol** **Salary: £40,000 - £50,000** The opportunity for an experienced Paraplanning Manager to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Managing, leading and motivating a team of paraplanners -...

  • Paraplanning Manager

    2 weeks ago


    Edinburgh, United Kingdom Ortus PSR Full time

    **Paraplanning Manager** **Location: Edinburgh** **Salary: £40,000 - £50,000** The opportunity for an experienced Paraplanning Manager to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Managing, leading and motivating a team of paraplanners -...

  • Paraplanning Manager

    2 weeks ago


    Glasgow, United Kingdom Ortus PSR Full time

    **Paraplanning Manager** **Location: Glasgow** **Salary: £40,000 - £50,000** The opportunity for an experienced Paraplanning Manager to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Managing, leading and motivating a team of paraplanners -...


  • Newcastle Upon Tyne, United Kingdom Tempest Jones Full time

    **Paraplanning Manager (Pensions)** A fantastic opportunity has arisen to join a reputable North East based Financial Planning practice as Paraplanning Manager. The core purpose of this role will be to provide excellent paraplanning support for a team of Financial Advisers. This entails participatingin client meetings and helping to formulate financial...


  • Bromsgrove, United Kingdom AFH Financial Group. Full time

    Location: Bromsgrove, Worcestershire, United KingdomSalary: Competitive Salary and Benefits Paraplanning Manager AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges,...


  • Bromsgrove, United Kingdom AFH Financial Group. Full time

    Location: Bromsgrove, Worcestershire, United KingdomSalary: Competitive Salary and Benefits Paraplanning Administrator AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new...


  • Carlisle, United Kingdom Quilter Full time

    What the Hiring Manager Says This is an exciting opportunity to be part of the Cumbria and Scotland leadership team working locally in the Carlisle main office location. We have an existing team of 3 Paraplanning colleagues who have a vast range of experience in supporting our Financial Planners and supporting good client outcomes. I am proud to lead a...


  • Bristol, United Kingdom Cap Resourcing Ltd Full time

    Paraplanning AdministratorSouth BristolSalary up to £33,000We’re looking for a detail-driven Paraplanning Administrator to join a growing wealth management team. This role is all about supporting Financial Planners and Paraplanners in delivering high-quality client service and ensuring recommendations are implemented smoothly and accurately.What you’ll...


  • Nailsea, United Kingdom Premier Jobs UK Limited Full time

    This Paraplanning Administrator 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 IFA Administrators, who provide quality support to their team of Chartered Financial Planners. As a Paraplanning Administrator, your duties will...


  • Flax Bourton, United Kingdom Premier Jobs UK Full time

    This Paraplanning Administrator 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 IFA Administrators, who provide quality support to their team of Chartered Financial Planners. As a Paraplanning Administrator, your duties will...


  • Cheshire, United Kingdom Exchange Street Full time

    **Job Type**: Perm Town/City: Altrincham County: Cheshire Salary/Rate: £41000 - £50000 per annum Sector: Financial Services Discipline: Paraplanner Job ref: FS915685 This Altrincham business needs a role model for their paraplanning team. You'll join an existing team of five paraplanners who support twelve advisers. This team has members with...


  • Bristol, United Kingdom IDEX Consulting Full time

    Job description A fantastic opportunity has arisen for an experienced Regional Paraplanner Manager to join a highly respected national financial planning business. This role is ideal for a confident people leader with strong technical knowledge and proven experience managing high-performing paraplanning teams.As Regional Head of Paraplanning, you will be...


  • Bromsgrove B JE, United Kingdom AFH Wealth Management Full time

    Paraplanning AdministratorAFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms.We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a full-time,...


  • Littlehampton, United Kingdom White House Capital Management Ltd Full time

    **The opportunity** An exciting new opportunity has arisen for a Paraplanning administrator to join a busy team within White House Capital Management Ltd who are a highly successful Appointed Representative of St. James’s Place Wealth Management Plc. St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth...