Paraplanner jobs in Wales

Are you a skilled Paraplanner looking for your next opportunity? Join a dynamic and thriving financial planning team where your expertise will directly support the delivery of exceptional client solutions. Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below. Responsibilities: - Compile compliant case files, including data...

Job Description 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...

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...

Job Description Paraplanner – from £36,000 to £45,000 salary (based on experience) - Chester, CH1 1QQ Note: for a Chartered Financial Paraplanner a salary of up to £50K. Imagine working in a role where your skills truly shape financial futures—and you still get home on time. At Cestrian Financial Planning, we're proud to offer just that. We're a Chartered Independent Financial Advisory firm...

Job Description Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: - Suitability Reports:Prepare detailed, accurate, and compliant suitability...

Paraplanner – from £36,000 to £45,000 salary (based on experience)Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application.- Chester, CH1 1QQ Note: for a Chartered Financial Paraplanner a salary of up to £50K.Imagine working in a role where your skills truly shape financial futures—and you still get home on time.At Cestrian...

Job description IDEX Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during due to acquisitions across the UK. Duties include; Preparing pre-approval documentation prior to report...

Job Description Join our team as a Paraplanner and play a key role in delivering high-quality financial planning solutions. You’ll provide technical and analytical support to advisers, ensuring recommendations are well-researched, compliant, and aligned with client needs. This is an opportunity to make a real impact on client outcomes while developing your expertise in a collaborative...

You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries.

You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.

Paraplanner - Wrexham 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. The successful candidate will be responsible for the Paraplanning within this highly...

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.

Are you a skilled Paraplanner looking for your next opportunity? Join a dynamic and thriving financial planning team where your expertise will directly support the delivery of exceptional client solutions. Responsibilities: Compile compliant case files, including data gathering, provider liaison, analysis of existing arrangements, whole-of-market research, suitability reports, and application...

You must be from a background in managing paraplanning processes as well as team(s) and be of a highly technical nature in order to succeed in this role. As such, you must be level 4 diploma qualified but ideally Chartered or IMC. The firm are also expanding so this role will also involve recruitment as well as personal development for all the team.

We're working with a highly respected Independent Financial Adviser firm based in Cardiff, known for delivering bespoke financial planning and investment advice to both private clients and businesses. The firm has built its reputation entirely through client referrals, reflecting its unwavering commitment to service quality and trusted relationships. They're now looking to appoint an experienced...

Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK.Read all the information about this opportunity carefully, then use the application button below to send your CV and application.They are currently looking to recruit an experienced Paraplanner to support their team of...

You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties click apply for full job details

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...

Job Description Are you a detail-oriented professional with a passion for financial planning and mentoring others? We’re looking for a Senior Paraplanner to join our team. This role offers the opportunity to lead by example, support advisers with complex cases, and help shape the paraplanning function. If you thrive in a collaborative environment and enjoy driving quality and consistency, we’d...

You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all xbpsjku parties. Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.

Job Description 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...