Location: Stamford, Lincolnshire (Hybrid Working Available) Job Type: Full-time, Permanent Sector: Financial Planning / Wealth Management / IFA THE ROLE PARAPLANNER - Producing comprehensive suitability reports and financial planning documentation - Conducting technical research across pensions, investments, protection, and retirement planning xujxxms - Supporting advisers with FCA-compliant...
Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team.You willbe...
This Paraplanner job in Maidstone and Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a...
Paraplanner Hybrid London, EC2R Salary £40k - £50k pa + Benefits Permanent, Full time early finish on Fridays We are looking for an experienced Paraplanner to join our close-knit team. This is a genuine opportunity to become a valued part of a growing, ambitious business where your work will be recognised and your contribution will matter. You will be working alongside our existing client...
My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients. The Role - Technical support to advisers following client meetings - Investment portfolio reviews and research - Preparation of suitability reports and client documentation - Ensuring...
Paraplanner (Part-time or Full time) Location -Alderley Edge, Cheshire (SK9) Salary -FTE £37.5k + Bonus + 10% matched pension contribution and Private Medical Insurance We are an SJP Senior Partner Practice based in Alderley Edge, Cheshire. We are seeking to appoint an experienced Paraplanner to work alongside our existing paraplanner, helping build our client service team for the continued...
Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity,...
Financial Services Administrator / Paraplanner Belfast | Hybrid Are you an experienced Financial Services Administrator/Paraplanner who thrives in a collaborative, client-focused environment? This is a fantastic opportunity to join a highly regarded independent wealth management firm that truly values its people and provides an exceptional level of personal service to its clients. About the...
Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. Read all the information about this opportunity carefully, then use the application button below to send your CV and application. They are currently looking to recruit an experienced Paraplanner to support their team of...
I am recruiting an experienced Paraplanner to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1). The Opportunity : The successful Paraplanner will be Diploma qualified (Dip PFS) and will receive the support required to become Chartered. We are happy to consider a career Paraplanner, xbpsjku or a Paraplanner who is keen to progress into advising,...
PowerPlanner Solutions is a small but growing paraplanning services company seeking an experienced Report Writer / Financial Paraplanner to join our team on a full-time, permanent basis. Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.This is an exciting opportunity to work within a small, agile business, gain exposure to a variety of financial...
Senior Paraplanner Location: City of London Salary: £60k to £65k 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 to investing? Join our client's dynamic...
✨ Paraplanner — Chartered / Almost Chartered 📍 Location: (Insert location / hybrid / remote) 💰 Salary: Competitive + bonus + study support + excellent benefits 📈 Clear progression | High-quality clients | Supportive culture Are you a technically strong Paraplanner who genuinely loves getting under the skin of complex financial planning… but also wants to feel valued, supported, and part of a...
Location: Stamford, Lincolnshire (Hybrid Working Available) Job Type: Full-time, Permanent Sector: Financial Planning / Wealth Management / IFA THE ROLE PARAPLANNER - Producing comprehensive suitability reports and financial planning documentation - Conducting technical research across pensions, investments, protection, and retirement planning - Supporting advisers with FCA-compliant...
Job Description My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients.The Role - Technical support to advisers following client meetings - Investment portfolio reviews and research - Preparation of suitability reports and client...
Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. Read all the information about this opportunity carefully, then use the application button below to send your CV and application. They are currently looking to recruit an experienced Paraplanner to support their team of...
Job Description Paraplanner (Part-time or Full time) Location -Alderley Edge, Cheshire (SK9) Salary -FTE £37.5k + Bonus + 10% matched pension contribution and Private Medical Insurance We are an SJP Senior Partner Practice based in Alderley Edge, Cheshire. We are seeking to appoint an experienced Paraplanner to work alongside our existing paraplanner, helping build our client service team for...
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of...
Job Description Paraplanner Hybrid London, EC2R Salary £40k - £50k pa + Benefits Permanent, Full time early finish on Fridays We are looking for an experienced Paraplanner to join our close-knit team. This is a genuine opportunity to become a valued part of a growing, ambitious business where your work will be recognised and your contribution will matter. You will be working alongside our...
Job Description Location: Stamford, Lincolnshire (Hybrid Working Available) Job Type: Full-time, Permanent Sector: Financial Planning / Wealth Management / IFA THE ROLE PARAPLANNER - Producing comprehensive suitability reports and financial planning documentation - Conducting technical research across pensions, investments, protection, and retirement planning - Supporting advisers with...