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Chartered Paraplanner jobs

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Paraplanner

Premier Jobs UK Limited
Folkestone CT19 4RG

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...

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a day ago

Paraplanner Cardiff

The Progress Shed
Cardiff

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...

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7 hours ago
Hybrid

Paraplanner

TEMPLEGATE RECRUITMENT LIMITED
Cardiff

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...

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59 minutes ago
Remote

Paraplanner

Equals One
Mansion House EC4N

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...

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a day ago
Hybrid

Senior Paraplanner

CV Elite Ltd
London

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...

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59 minutes ago
No Experience Hybrid

Chartered Financial Planner

Financial Divisions
City of London EC1A

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.

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6 hours ago

Paraplanner: Craft Clear Reports & Grow with a Chartered Firm

Cestrian Financial Planning Services Limited
Chester

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...

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13 hours ago
Remote

Chartered Paraplanner

Attivo Group
Darlington

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.

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5 days ago
Hybrid

Chartered Paraplanner (Remote)

Heat Recruitment
Nottingham

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...

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5 days ago

Technical Paraplanner - Chartered Practice

Blakemore Recruitment
City of London

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.

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2 days ago

Senior Paraplanner

Asset Recruit
Alton

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...

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13 hours ago
Hybrid

Senior Paraplanner

Weatherbys Banking Group
London

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...

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8 hours ago

Paraplanner

RGH-Global Limited
Glasgow

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

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a day ago

Paraplanner - Chartered Practice

Blakemore Recruitment
Newbury

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.

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2 days ago
Hybrid

Senior Paraplanner

CV Elite Ltd
Islington

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...

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a day ago
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Paraplanner

Premier Jobs UK Limited
London

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...

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21 minutes ago
Hybrid

Senior Paraplanner

Premier Jobs UK Limited
Bridgnorth

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

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45 minutes ago

Paraplanner

Premier Jobs UK Limited
Sandgate

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.

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3 hours ago

Technical Paraplanner

Premier Jobs UK Limited
Swindon

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

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2 hours ago

Paraplanner

Premier Jobs UK Limited
Maidstone

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.

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2 hours ago
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