paraplanner manager Jobs - 134

Dynamite Recruitment Solutions Ltd - PO180PR

Employment Type : Full-Time

We are currently recruiting a Trainee Paraplanner to join a Financial Planning firm. This is a fantastic opportunity for someone with existing experience within Financial Planning, perhaps as an administrator that is now looking for the next step up!  You will be working closely with the Senior Parpalanner,s howddowing and assisitng with the workload and overtime taking on more responsibility and technicality. Duties include: Working alongs...

THE OPENWORK PARTNERSHIP - GU111TT

Employment Type : Full-Time

Role: Paraplanner Location: Aldershot, Hampshire Salary: 35,000 to 45,000 (depending on experience) We are recruiting for an experienced Paraplanner to join one of our partnership business based in Aldershot in Hampshire. This role will focus on providing effective technical support to the Practice Principal and Financial advisers to ensure an efficient processing of business and to deliver a high quality service to their clients. This is a grow...


GCB Recruitment - MK403JY

Employment Type : Full-Time

Our clients offer excellent opportunities in a professional and friendly working environment, where you will work alongside a team of advisors. The successful candidate would ideally be Level 4 Diploma qualified and have a minimum of 4 years’ experience working as a Paraplanner. The successful Paraplanner will be offered: Salary from 45,000 - 50,000 dependant on experience Option for 2 days of hybrid work at the end of 6-month probation per...

GCB Recruitment - CH23NJ

Employment Type : Full-Time

We are currently looking for a Paraplanner to join our clients, a highly successful and expanding practice in the Chester area. The role is available on a hybrid working basis, therefore can offer remote working for part of the week Our clients offer excellent career progression in a professional and friendly working environment, where you will work alongside a team of paraplanners. The successful candidate would ideally be Level 4 Diploma quali...

Bruin Financial & Professional Services - Birmingham

Employment Type : Full-Time

My client is a Global Firm of Wealth Managers. As the firm goes through a growth phase, they are now recruiting a Paraplanner to join the team in Birmingham City Centre. Actively supporting the Wealth Planners your duties will include; Carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management Undertake accurate calculations and cash-fl...

Reed - EC3A5AT

Employment Type : Full-Time

Paraplanner One of the best Asset Managers in the UK is hiring a Senior Paraplanner. We are looking for a dedicated Paraplanner to join our team, providing technical support and report writing services for client work in financial planning and advisory. Day-to-day of the role: Collaborate with Financial Planners, Advisers, and colleagues to provide technical support and report writing services. Conduct client risk assessments, research, analysis...

Frontier Consulting - PR83HL

Employment Type : Full-Time

Company Overview: Our client is a leading Chartered Financial Planner and independent advisory firm with over 40 years of experience, recognized as Professional Service Firm of the Year 2022. They provide high-quality personal service to clients across the UK. Purpose: The Paraplanner supports advisors in creating and delivering exceptional advice, managing client reporting, analysis, and post-review actions, ensuring regulatory compliance. Key ...

Lime People Search & Select Ltd - Huddersfield

Employment Type : Full-Time

My client is a small Financial Planning firm, bringing together decades of experience in financial planning and advice, supported by specialists in investment, tax, pensions, wills, trusts and more. We are seeking an experienced Paraplanner to join existing teams within our Huddersfield offices, supporting 2 Key Financial Advisers. You will be responsible for the delivery of written advice / reports, you will provide technical support to Adviser...

Exchange Street Claims & Financial Services - LL302RH

Employment Type : Full-Time

You might not want to be a financial planner but that doesn't mean you don't enjoy working with clients. But all too often people aren't trusted with client relationships. You might take the odd call but more often than not you're very much behind the scenes. Out of sight and out of mind. This modern IFA firm is set up in a way that's different to most. It's not adviser heavy with an overworked support team frantically whirring away in the backg...

Reed - SK43GN

Employment Type : Full-Time

Job Title: Paraplanner Location: Heaton Mersey (Hybrid) Salary: 35,000 - 48,000 - Are you a skilled Paraplanner looking for a company that values and supports its employees? Our client is committed to providing a supportive and inclusive work environment that fosters growth and development. If you would like to join a talented team of Paraplanners in one of the UK’s top wealth managers, read on! The role is to support the Financial Advisors in p...