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
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
Just because you are happy doesn’t mean you can’t be happier. Most people who read job adverts are not desperate for a new job. Paraplanners like you for example. You are well looked after. Well thought of. Reasonably happy with your salary. But that doesn’t mean that you can’t be better looked after. Challenged more. And paid more. You don’t always need to have a reason to click apply other than how good another company sounds. And what’s the h...
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...
Employment Type : Full-Time
The Company: A regionally renowned, Chartered IFA/wealth management firm based in Wakefield who are looking to add an experienced QCF level 4 Diploma qualified paraplanner to their technical team. With over 1b AUM across both private and corporate client advice this is an excellent opportunity to join an established firm with tangible growth plans across the next 12-months. Location: Wakefield Hybrid Working: Yes - 50:50 split Package: 34-37k ba...
Employment Type : Full-Time
A fantastic opportunity has arisen for an experienced Paraplanner to join a well-supported, forward-thinking wealth management firm with a national presence and strong growth trajectory. Working closely with a team of Financial Planners, you’ll play a key role in delivering high-quality technical support and helping ensure exceptional outcomes for clients. This firm offers the best of both worlds — the backing of a larger group combined with a p...
Employment Type : Full-Time
Join a team where your expertise shapes the future of financial advice. Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning? We are recruiting for a leading wealth management firm in Marlow, known for its personal approach and dedication to helping clients navigate the complexities of financial decisions. This is an opportunity to become part of a team that genuinely values collaboration, fosters g...
Employment Type : Full-Time
Job Title: Paraplanner Industry: Financial Planning Location: Leamington Spa Salary: 30,000 – 55,000 (higher negotiable) Job Reference: 9756 Job Description: Are you an experienced Senior Paraplanner or a Senior Administrator with strong paraplanning experience looking to take the next step in your career? Recruit UK Are recruiting for a technically skilled individual with proven experience in holistic report writing, covering investments, pensi...
Employment Type : Full-Time
Are you an experienced Paraplanner looking to join a forward-thinking, supportive, and highly professional financial planning team? This is an exciting opportunity to become part of a growing and well-respected organisation that is committed to delivering high-quality, client-focused financial advice. You will be joining a thriving financial planning division within a larger, long-established professional services firm that has a strong presence...
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice near Oxford who are looking to recruit a Paraplanner to join their team. The company provides an integrated financial and tax advice service. Their experienced financial advisers work very closely with their professional tax advisers to provide a fully comprehensive wealth management solution. They work with individuals, business owners and professionals throughout the various stages ...