DescriptionWe are looking for an experienced Paraplanner to support our Financial Planning team in delivering high-quality advice and client outcomes.You will work within a cross-functional “Pod” alongside Financial Planners and Client Support Executives, taking ownership of cases, providing technical insight, and ensuring recommendations are accurate, compliant, and client-focused.This role suits a paraplanner who wants real responsibility, a varied caseload, and the opportunity to deepen ...
Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providing impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax.We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business, this role can either be office based, hybrid, or remote working. You will work closely with ...
Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providing impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax.We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business, this role can either be office based, hybrid, or remote working. You will work closely with ...
Paraplanner - Alderley Edge £30000 - £50000Great opportunity for a paraplanner who is keen to join a well respected Chartered Financial Planners in Alderley Edge who specialise in true lifelong financial planning and evidence-based investment management.You will supports Financial Advisers by conducting product research, analyzing financial data, and preparing compliant suitability reports.Core Responsibilities * You will be responsible for technical research: Analyse investment funds, ...
Paraplanner - Cheshire/Manchester - £30000 - £50000Hybrid working or opportunity to work from home with occasional visit to the office.Great opportunity for a paraplanner who is keen to join a small independant Chartered Financial Planners who specialise in comprehensive financial planning, offering tailored advice to both individuals and businesses.You will supports Financial Advisers by conducting product research, analyzing financial data, and preparing compliant suitability reports.Core ...
Interim Paraplanner Duration: Initial 6 months Location: Birmingham / RemoteI am looking for a Senior Paraplanner to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support their Estate planning and Pension switching case loads.To be considered candidates must have;Level 4 Diploma in Regulated Financial Planning (or equ...JBLK1_UKTJ
We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team or an experienced Parplanner. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high-quality client outcomes.You will work closely with Financial Advisers and Senior Paraplanners to research solutions, prepare reports, and ensure client recommendations are ...
Paraplanner - East Lancashire £30000 - £50000Great opportunity for an experienced paraplanner who is keen to join a Large Independant firm working on complax highly complex work . You will supports Financial Advisers by conducting product research, analyzing financial data, and preparing compliant suitability reports.Core Responsibilities* You will be responsible for technical research: Analyse investment funds, pensions, and insurance products to identify the best solutions for clients.* You ...
Senior Technical Paraplanner £45,000-£55000 Gloucestershire | Hybrid Working This is a senior technical paraplanning role within a highly respected Financial Planning firm known for the depth of its advice work, long-term client relationships, and consistently high technical standards. The focus here is not volume-driven paraplanning. It is detailed, technical financial planning work supporting complex client situations across pensions, investments, retirement planning, and protection. You...
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses.We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters...
