28 paraplanner jobs found

Eventus Recruitment Cheshire are seeking an Senior Paraplanner to join a very successful Financial Planning business based in Stockport, Cheshire. This is a great job opportunity to join an established and successful company with big growth plans. You will benefit from a supportive team, hybrid working (3 days remote at home), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays), flexible working policy (core hours 10am to 4pm) and much more. *Role responsibilities:* The role is to support the Financial Planners in providing, implementing and reviewing strategies and advice to private and corporate clients. This will include monitoring and reporting to clients in respect of various types of financial products. There will be additional responsibilities to provide technical and compliance support to other areas of the business. * Supporting Consultants in preparing accurate financial plans and suitability...

*Eventus Recruitment are seeking a career Paraplanner to join a successful IFA business based in Manchester City Centre. This is a great opportunity to join a thriving well-established company looking to bring their Paraplanner team back in house. You will benefit from 25 days holiday plus bank holidays, flexible working hours, relaxed working culture with a hybrid working model (1-2 days in office if desired), flexible work patterns and an excellent pension plan. * *Role Responsibilities* The incoming Paraplanner will have previous experience and strong pension knowledge due to large volume of retirement planning work. Key tasks will include: * Accurately prepare suitability reports and letters to target deadlines. * Ensure all client work is compliant and supported with relevant paperwork. * Undertake comparative research in preparation of client recommendations. * Complete technical research as part of the existing arrangement review process. * Understand clients overall...

*Eventus Recruitment Cheshire are seeking a Paraplanner to join a and fast-paced team near Stockport, Cheshire. Working closely with two Senior Advisers, you will be liaising with clients on financial strategies, plans and products, and organising technical tasks, illustrations, and reports. Hours of work are 9am – 5pm, Monday to Friday and This is a full-time permanent job opportunity with a supportive and well-established firm. You will benefit from 25 days holidays (+ bank holidays), hybrid working options and an excellent pension plan.* *Role Responsibilities* The incoming Paraplanner will provide technical and paraplanning support to ensure that clients and colleagues receive a professional service.. Further responsibilities within this Paraplanning job include: * Fully analysing clients’ requirements, developing cash flow models and accurately record client data * Researching and analysing financial products to meet client requirements and objectives * Constructing financial...

*Eventus Recruitment Cheshire are seeking an Senior Paraplanner to join an elite Financial Planning business based in Wilmslow, Cheshire. The firm was one of the first financial planning firms in the UK to use cashflow modelling tools and is a great job opportunity to join one of the most respected Chartered financial planning firms in the UK. You will benefit from a supportive team, annual bonuses, matched pension contributions up to 10% of salary (20% total), 30 days holiday (+ bank holiday), flexible working policy (core hours 10am to 4pm), Death in Service Benefits (4 x Basic Salary), Private Medical Insurance (Bupa), Examination support (study leave, financial support and bonuses) and much more.* *Role responsibilities:* The role is to support a Senior Financial Planner in providing, implementing and reviewing strategies and advice to private and business clients. There will be a lot of interaction between the Paraplanner and clients, therefore the ability to build strong...

*Eventus Recruitment are seeking a full-time permanent Junior / Trainee Paraplanner to join a successful IFA / Financial Planning business based in Altrincham, Greater Manchester. This is a great opportunity to join a team of professionals who are committed to delivering personalised and strategic advice, ensuring that their clients achieve their financial goals. They foster a collaborative and supportive work environment, encouraging continuous learning and professional growth. Working hours are 9am – 5pm, Monday to Friday and you will receive 24 days holiday (plus bank holidays), team bonus, excellent company pension, income protection (75% of salary), group life cover (death in service) - 4x salary, study support.* *Role Responsibilities* The successful Junior / Trainee Paraplanner will support senior financial planners by preparing financial reports, conducting research, and much more. This is a full-time permanent job and an excellent opportunity for an individual with around...

Paraplanner £35,000-£45,000 DOE NJR are currently partnered with a well-established financial planning firm who are currently looking for a paraplanner to join their team. They are committed to providing exceptional financial advice and services, ensuring their clients achieve the best possible outcomes. The team adhere to the highest standard by the Financial Conduct Authority(FCA) aiming to deliv...

This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors. Your responsibilitie...

Paraplanner - Barnet What's in it for you: £40,000 - £50,000pa Ongoing professional development and training Supportive and collaborative work environment Opportunities for career progression NMS Recruit is partnering with a highly respected Financial Services firm based in Barnet to secure a Paraplanner This is a full-time opportunity for a strategic financial leader. People have previously described th...

Paraplanner - Mortgages We are delighted to be working with this well established and highly regarded mortgage brokerage in Warrington. They are now looking to expand their operational team and are looking for a Mortgage Paraplanner to join them. As a Mortgage Paraplanner, you will play a crucial role in delivering exceptional service. Youll collaborate closely with internal departments and director...

TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Paraplanner Location: Sheffield Salary: £35,000 to £37,000 Plus quarterly bonus Benefits: Competitive salary range participation in Bonus Scheme Generous 8% non-contributory pension scheme City Centre Parking Provided Hybrid working options Opportunity for professional development and career growth About the Company: Our client in Sheffiel...

TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Paraplanner Location: Nottingham Benefits: Pension scheme 5% & 3% 25 days holiday + Bank Holidays + birthday if it falls on a weekday Death in Service benefit x 4 Private Health Insurance available after 12 months Exams paid if you wish to pursue further qualifications Company funded events Salary: 30k ~ 40k depending on experience an...

Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy The business is independently owned and has a team of 6, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth year-on-year from professional introducer and...

This hybrid-based Paraplanner job near Reading is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients. In addition, they regularly provide cashflow modelling to their clients. As a Paraplanner,...

Junior Paraplanner Location : West Malling/Maidstone Hours : full time 9-5pm Salary: £28,000 - £32,000 + bonus and benefits An excellent and very interesting opportunity has arisen for a Junior Paraplanner or Senior Administrator to work within a highly successful Practice based in Kent. You will be joining the team based in their Kings Hill offices. The Practice is keen to add to their team and are look...

Paraplanner Location Harrow / Hybrid Salary - £40,000 - £45,000 based on experience We are an SJP Partner Practice in Harrow looking to appoint an experienced Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financ...

Paraplanner (Flexitime / Bonus) £45,000 - £55,000 + Training + 38 Days Holiday + Study Support + Flexitime + Progression + Company Bonus + 38 Days Holiday + Gym Membership + 10% Pension Wilmslow Are you a Paraplanner looking to join a well-established Chartered Independent Financial Advisor's that will provide flexible hours, 38 days holiday, a generous bonus and a great working environment? On offer ...

Position: Paraplanner (Mid level and senior positions available) Overview: Join a dynamic and engaging team at a leading financial boutique in Mayfair, London. As a Paraplanner, you will play a critical role in supporting our clients financial planners, conducting research, and ensuring exceptional service for our clients. This is an exciting opportunity to contribute to the high standards of their ...

Paraplanner Location - Leeds (West Park) Salary - £23k to £30k + Bonus (Dependent upon experience) Hours - full time, in office We are an SJP Partner Practice in North Leeds looking to appoint a Paraplanner to join our growing team. You may have recently started Paraplanning or have some experience and are now looking for the next step in your career. Our Practice is highly successful and prides its...

TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Paraplanner Location: Nottingham Salary: £30,000 to £40,000, depending on qualifications and experience Benefits: Full-time role, Monday to Friday Flexible working arrangements with a mix of office and remote work Competitive salary based on experience, skills, and qualifications Excellent staff benefits, including: Matching Pension Sch...

Job description Remote or Hybrid Working We are recruiting for a Self employed Paraplanner to support one of our Wealth Management clients (SJP) Role Purpose: To support the Practice when informing and advising clients on financial strategies, plans and products, and organise the technical task, illustrations, and reports. Key Duties and Responsibilities: Working closely with the Advisors to achieve Cli...