Chartered Paraplanner jobs

You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Paraplann...

My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients. Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application. The Role - Technical support to advisers following client...

Quick Questions: - Do you have Paraplanning experience? - Do you have experience using Intelligent Office and FE Analytics? - Are you looking for a hybrid full time Paraplanner role in Cardiff? Benefits: - Contributory pension scheme (with salary exchange) - Non-contributory death in service cover - Non-contributory income protection scheme - Private medical insurance (after a 6-month...

Paraplanner Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.Salary Range: £40K-£65K paLocation: working from homeWorking days/ hours: flexible depending on the candidateAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based...

The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1).Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members. The Senior Paraplanner...

You must be Chartered or close to obtaining Proven experience advising HNW clients. Strong communication and relationship-building skills. A client-centric approach with a passion for quality advice. What’s in it for you: Salary up to £75,000 + generous bonus structure. Supportive, professional culture with full paraplanning and admin support.

A Chartered Independent Financial Advisory firm in Chester is seeking an experienced Paraplanner to join their team. The role involves writing suitability reports, researching financial products, and liaising with clients to ensure clarity in financial decisions. The ideal candidate will have experience in a financial advisory setting and possess a Level 4 Diploma in Financial Planning. This...

You will conduct detailed research to identify the most appropriate financial solutions from our Centralised Investment Proposition or other market alternatives, aligning them with each client's financial needs and objectives.

You will also be responsible for drafting suitability letters, completing and submitting applications, and ensuring all compliance procedures are strictly followed.

Location Nottingham Salary £50000 - £55000 TypePermanent WorkplaceRemote Ref89179 Job Title: Chartered / Part-Chartered Paraplanner Location: Remote or Hybrid (Will need to travel to North East office for quarterly meetings) Salary: Up to £55,000 (DOE) Job Type: Full-time, Permanent About the Role: A national Independent Financial Advisory firm with offices across the UK is seeking a...

You will provide technical support to their top adviser and the clients on a one-on-one basis.

You will have strong knowledge of all investment, life and pensions products/legislation and be working for either an IFA practice or consultancy with a first class track record in providing support to advisers.

Our client is a privately owned Chartered Financial Planning firm in Alton, Hampshire that has been established for over 40 years. They are currently recruiting for a Senior Paraplanner to strengthen their adviser support team. The role Providing paraplanner support to assigned advisers. Researching and writing reports for financial planning strategies for new clients. Writing reports for...

SENIOR PARAPLANNER LONDON (Hybrid, 3 days per week onsite) Salary £60,000 - £65,000 per annum Ready to bring your expertise to a role where you'll shape advice, influence change, and help drive growth? As Senior Paraplanner you'll do more than deliver technical expertise. You'll be a trusted partner, thinking ahead for clients, shaping solutions, and helping drive our ambitious growth. What...

You will be responsible for ensuring reports are accurate, compliant, and clearly presented, while maintaining up-to-date records in line with regulatory standards. Strong attention to detail and the ability to collaborate effectively within a team are essential. Key Responsibilities

You will provide technical support to their top advisers within the business.

You will have strong knowledge of all investment, life and pensions products/legislation and be working for either an IFA practice or consultancy with a first class track record in providing support to advisers.

The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1). Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members. The Senior...

You will be joining a values driven firm who are passionate about doing what is right for the client xcunqrw and helping through their technical expertise. In your role as a Paraplann...

You must have strong experience as a Paraplanner within an IFA firm

You must hold your full Level 4 Diploma in Financial Planning Individuals working towards Chartered / Advanced qualifications would be beneficial

You must be confident in constructing thorough financial planning research and reports, including complex cases Senior Paraplanner Benefits Salary of £42,500

You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.

You will be supported by their team of Administrators, T&C and compliance, all working in-house together to create the best outcomes for clients.

You must be Level 4 Diploma qualified and ideally with advanced qualifications such as towards Chartered or niche areas like STEP qualification

You must be an experienced Paraplanner, confident undertaking thorough research and report writing

You should have desire to be part of a growing team and take an active role in delivering growth for the business

You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.

You will be supported by their team of Administrators, T&C and compliance, all working in-house together to create the best outcomes for clients.