Hybrid (3 days office-based)This is an excellent opportunity for a technically strong Paraplanner who enjoys the analytical side of financial planning and wants to play a key role in delivering high-quality advice to clients. The position offers exposure to complex financial planning work, with a strong focus on technical analysis, cashflow modelling, research, and report writing rather than administration.Working closely with Financial Planners, you'll help create robust, client-focused ...
Hybrid (3 days office-based)This is an excellent opportunity for a technically strong Paraplanner who enjoys the analytical side of financial planning and wants to play a key role in delivering high-quality advice to clients. The position offers exposure to complex financial planning work, with a strong focus on technical analysis, cashflow modelling, research, and report writing rather than administration.Working closely with Financial Planners, you'll help create robust, client-focused ...
Are you an experienced Paraplanner or technical financial planning professional looking for a role where you can make a real impact?We are looking for a technically skilled and detail-focused individual. You will work closely with Financial Advisers, clients and wider professional teams to deliver high-quality, compliant financial advice solutions.This is an exciting opportunity to join a forward-thinking firm that values collaboration, innovation and professional development.About the roleAs a ...
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their teamA Technical Administrator (or Paraplanner) will generally handle the following annual review reports and client suitability documentation.Liaising with fund managers and product providers to gather necessary financial data.Ensuring file pro...JBLK1_UKTJ
Paraplanner - Financial Planning Product SpecialistFintech Startup -Product & Technology BuildBasic Salary £60,000 to £70,000 DOELondon Based, Hybrid WorkingReady to use your financial planning expertise to help build the future of advice technology?Are you an experienced Paraplanner looking for something beyond the traditional financial planning environment?We are an ambitious London-based fintec...JBLK1_UKTJ
The need to learn is an innate human trait. If we aren’t progressing, we get bored. Demotivated.In fact, the number one reason why people move jobs is that they have stopped learning.And you haven’t been learning that much have you? You like your company. You like your colleagues. But when it comes to it, you can’t see how you’re going to progress.At this company you’ll learn. You'll start as an administrator (basic annual review letters, letters of authority etc) but that's not where you'll end...
Location: Newcastle upon TyneHybrid Working: 1 day office / 4 days homeSalary: £55,000 Basic + Bonus (OTE £80,000)The OpportunityDue to significant growth, we are recruiting a number of Paraplanners to join a rapidly expanding Technical Planning Team within one of the UK's leading wealth management businesses.This team plays a crucial role in supporting financial advisers by producing high-quality Advice Reports and technical recommendations, allowing advisers to spend more time meeting clients ...
ParaplannerLeicestershire (Our Ref AL1390)Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period.Salary £35,000 - £41,200 dep on exp + benefitsMy 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 providing ...JBLK1_UKTJ
Senior ParaplannerLocation - Chorley, Lancashire/HybridSalary - £45,000 pa + excellent benefitsHours - Full time, HybridWe are an SJP Partner Practice in Chorley, Lancashire looking to appoint an experienced Senior Paraplanner to join our team.Our Practice is long established and highly successful, priding itself on offering a first-class service to all our clients, providing them with a range of ...JBLK1_UKTJ
Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title: ParaplannerLocation: North WestSalary: Competitive (Dependent on Experience) days annual leave plus bank holidaysBirthday leavePaid Christmas shutdown leave9-day working fortnight (paid day off every other week)5% employer pension contribution via salary sacrificeEmployer National Insurance savings rebated into ...JBLK1_UKTJ
