82 jobs found

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, or a Paraplanner who is keen to progress into advising, when your ski click apply for full job details

If you are an experienced paraplanner seeking a job that offers genuine development into a Financial Adviser role, this opportunity could be the perfect next step. You will be joining a professional, well established advice firm that provides high quality financial planning and offers a clear route to advisory responsibilities as your competence and confidence grow click apply for full job details

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 working o click apply for full job details

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 ongoing compliance a click apply for full job details

This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties click apply for full job details

Lifestyle Paraplanner / Technical Administrator North London Hybrid Working An established, independent financial planning firm in North London are looking to appoint an experienced Lifestyle Paraplanner / Technical Administrator as part of its continued growth. This is a career paraplanner opportunity within a modern, dynamic business that combines professional standards with a relaxed, collaborat click apply for full job details

Oakley Recruitment is working in partnership with an expanding organisation based in Birmingham. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis Culture and Environment Our clients culture is vibrant and driven. Following a recent restructure, they are entering an exciting period of growth, making this a fantastic opportunity to join a dynamic and c click apply for full job details

This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors click apply for full job details

Dynamite Recruitment are proud to be supporting an Independent Financial Planning firm in Dorset. On the recruit of an experienced Paraplanner to join the existing Paraplanning team to provide technical support to the Financial Advisors. Offering Hybrid working, Flexible working hours, Annual salary reviews, exam support and much more! Duties include: Preparing recommendation reports and client sign up packs Trusts, DB pension transfers, ISAs, General Investment Accounts, Onshore/Offshore Investment Bonds Attending client and product provider meetings Processing new business and updating and maintaining the back-office system Ensuring correspondence and telephone calls are dealt with in a professional, speedy manner. Interpreting information and statistical data Experience and skills desired: Excellent communication skills Excellent eye for detail 2 years experience in a similar role Strong written work Maintain high personal and professional standards. Hybrid working Flexible working Hours Private Medical Insurance Yearly salary reviews Exam support For more details please contact Tegan Walsh at Dynamite Recruitment

This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients click apply for full job details

This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties click apply for full job details

The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1). Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members click apply for full job details

This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties click apply for full job details

Are you an experienced Paraplanner looking for a role where you can stretch your technical skills and work on more complex cases? This expanding firm is seeking a confident Paraplanner who enjoys getting into the detail of tax planning and supporting Advisors in delivering outstanding client outcomes. You will be joining a supportive team environment, using a shared ticketing system to provide para click apply for full job details

Paraplanner - from £36,000 to £45,000 salary (based on experience) - Chester, CH1 1QQ Note: for a Chartered Financial Paraplanner a salary of up to £50K. Imagine working in a role where your skills truly shape financial futures-and you still get home on time. At Cestrian Financial Planning, we're proud to offer just that. We're a Chartered Independent Financial Advisory firm in Chester, with over 40