Employment Type : Full-Time
Job Title: Paraplanner role. Location: Woking based with 2 days from home and 1x per week in London office. Salary: DOE - Ranging between 38000 and 44000 plus up to 12% bonus Are you a Paraplanner, either Diploma qualified or close to completion of the level 4 Would you love to have the stability, benefits and development opportunities associated with a larger company, but with a highly collaborative role and family feel often found in smaller t...
Employment Type : Full-Time
Paraplanner (12-Month FTC with View to Permanent) Remote, Hybrid, or Birmingham-Based | Salary up to 55,000 (DOE & Qualifications) I'm working exclusively on behalf of a well-regarded global professional services firm to recruit an experienced Paraplanner for a 12-month fixed-term contract to cover maternity leave. While this is initially a contract role, the business hopes the successful candidate will transition into a permanent position —...
Employment Type : Full-Time
Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly created Paraplanner role is located for their Newcastle regional office, one of 50 national offic...
Employment Type : Full-Time
Role and responsibilities We are recruiting an experienced, high calibre Paraplanner for this award winning financial planning who are looking or a paraplanner. They require someone who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability reports. The role will report to a paraplanning team leader, and the key areas of responsibility are as follows: ...
Employment Type : Full-Time
Paraplanner - Leading Wealth Management Firm | Glasgow | Hybrid | 40,000 - 50,000 Bonus & Benefits Are you a Diploma-qualified Paraplanner ready to take the next step in your career? We’re partnering with one of the UK’s most respected integrated Wealth Management firms to find a talented individual to join their Glasgow-based team. The Role This is an exciting opportunity to join a market-leading financial planning organisation as a Parapla...
Employment Type : Full-Time
Our client is looking for a talented Paraplanner to join their team based in Worthing, Sussex. The main purpose of your role will be to work collaboratively with the team of Financial Planners to provide technical solutions for all aspects of financial planning, to prepare high quality written advice, delivered in an efficient manner; whilst mitigating any risks to the business. This will be a hybrid working position, within an IFA firm. Respons...
Employment Type : Full-Time
Your new company An excellent opportunity has arisen within a highly professional and growing firm of IFAs for a Paraplanner to join their well-established small team of paraplanners. You will work alongside an experienced, highly qualified team of professionals and be encouraged to develop your skills. The paraplanning team is supported by experienced administrators to enable you to focus on client recommendations. Your new role As a paraplanne...
Employment Type : Full-Time
Paraplanner - Hybrid, Manchester Up to 50,000 | Real Strategy, Not Just Reports Some roles clip your wings. They hand you a templated report and ask you to spell-check it. They tell you what the recommendation is before you’ve even looked at the plan. Your technical skills? Wasted. This isn’t that. This is a role for a paraplanner who wants to be involved, properly involved, in shaping advice, solving complex cases, and influencing outcomes that...
Employment Type : Full-Time
Paraplanner – Level 4 Qualified | Up to 45,000 Hybrid Working | Saffron Walden Shape the future of financial advice – support high-calibre IFAs and thrive in a dynamic, professional environment. Are you a qualified Paraplanner looking to join a respected and forward-thinking Wealth Management firm in Saffron Walden? This is a fantastic opportunity to bring your technical expertise and analytical insight to a supportive and client-focused team th...
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice who are looking to recruit a Level 4 Diploma Qualified Paraplanner to join their team in their Aylesbury office. This role offers hybrid working. Role The role will report to the Head of Paraplanning, and the key areas of the role are as follows: Analyse client information and existing investments/plans Tax calculations (IHT/CGT/bonds etc) Construct appropriate solutions for clients i...