Employment Type : Full-Time
Remote Paraplanner (Diploma Level 4 Required) Location: Fully Remote (UK-based applicants only) Employment Type: Full-time Salary: Competitive, based on experience Overview: A forward-thinking chartered financial planning firm committed to providing high-quality, client-focused advice and support is seeking an experienced and qualified Paraplanner (minimum Diploma Level 4) who shares a passion for excellence, compliance, and client care, to join...
Employment Type : Full-Time
Remote Paraplanner (Diploma Level 4 Required) Location: Fully Remote (UK-based applicants only) Employment Type: Full-time Salary: Competitive, based on experience Overview: A forward-thinking chartered financial planning firm committed to providing high-quality, client-focused advice and support is seeking an experienced and qualified Paraplanner (minimum Diploma Level 4) who shares a passion for excellence, compliance, and client care, to join...
Employment Type : Full-Time
Paraplanner - Remote working - Up to 45,000 An exciting opportunity has arisen for an experienced Paraplanner to join a leading IFA with offices across the UK. What’s on offer? 7% employer pension contribution 4xDIS varying bonus schemes PMI full financial support for industry qualifications The firm in question have been expanding rapidly and as business levels continually increase, they need to maintain a strong support system behind the finan...
Employment Type : Full-Time
Paraplanner - Remote working - Up to 45,000 An exciting opportunity has arisen for an experienced Paraplanner to join a leading IFA with offices across the UK. What’s on offer? 7% employer pension contribution 4xDIS varying bonus schemes PMI full financial support for industry qualifications The firm in question have been expanding rapidly and as business levels continually increase, they need to maintain a strong support system behind the finan...
Employment Type : Full-Time
A highly respected and established investment management firm is seeking an experienced Senior Paraplanner to join their growing Wealth Planning team. This is a career-defining role for a technically strong, client-focused professional who wants to work on complex cases — not a templated report writing role. This is also a fully remote opportunity, with just four office visits per year (quarterly) to their central London office. You’ll work clos...
Employment Type : Full-Time
Our client, an award winning firm of financial planners in south Manchester are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis. hybrid remote* - Candidates can be either office based or work on a remote basis, with very infrequent office visits required (e.g. once per month) Working closely with the advisers, duties and responsibilities will include: Writing and tailoring high quality suitability lett...
Employment Type : Full-Time
Our client, an award winning firm of financial planners in Glasgow are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis. hybrid remote* - Candidates can be either office based or work on a remote basis, with very infrequent office visits required (e.g. once per month) Working closely with the advisers, duties and responsibilities will include: Writing and tailoring high quality suitability letters based...
Employment Type : Full-Time
Our client, an award winning firm of financial planners in Nottingham are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis. hybrid remote* - Candidates can be either office based or work on a remote basis, with very infrequent office visits required (e.g. once per month) Working closely with the advisers, duties and responsibilities will include: Writing and tailoring high quality suitability letters ba...
Employment Type : Full-Time
An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Place Wealth Management. This position allows remote working, and also the opportunity to be either employed or self-employed (whichever is preferable). The candidate we are seeking shoul...
Employment Type : Full-Time
Our client, an award winning firm of financial planners in Harrogate are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis. Working closely with the advisers, duties and responsibilities will include: Writing and tailoring high quality suitability letters based on consultation with the Adviser Extensive product research surrounding the key financial products in order to arrive at the most suitable recomm...