31 paraplanner jobs found

Trainee Paraplanner (Full training and study support to obtain Diploma in Financial Planning provided) Agile working available A fantastic opportunity has arisen for a Trainee Paraplanner to join a national chartered firm of financial planners who specialise in giving advice to individuals and corporate entities on a wide range of financial planning topics such as pensions, investments and protection...... click apply for full job details

mbf. are working with one of the UKs largest & most successful Independent Financial Planning organisations to recruit an experienced Home Based Paraplanner. Our client holds Chartered status, they are fully independent and have an excellent reputation. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Due to the technical nature of the role, only individuals that hold the Diploma in Financial Planning as a minimum will be considered. You will also ideally have 3+ years experience working within a Paraplanning capacity. If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with...

Paraplanner Leicestershire Salary up to £40,000 4 Days remote available Our client is a well established Wealth Management practice who provides corporate and private client wealth management advice to Private Clients, Business Owners, Trustees and Sports professionals and now have an outstanding opportunity for an ambitious Financial Services Administrator to join their prestigious office based in the Leicestershire area. The main purpose of your role will be to prepare written advice and provide technical research services to a team of Financial Planners. You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner; whilst mitigating any risks to the business and assisting with the achievement of business targets. Responsibilities Develop and maintain effective relationships with clients and colleagues.Prepare suitability reports appropriate to level of experience and under relevant...

We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they have offices across the UK so you will be able to go into your local office as and when should you want to. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will...

We are currently working with a National Wealth & Investment Management organisation to recruit an experienced Paraplanner to join their Bracknell offices.Our client is a highly reputable Wealth Manager with offices across the UK. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation into either an advisory or management capacity.This organisation is well known for...

Mbf are working with one of our very best clients to recruit an experienced Paraplanner. The business are true market leaders with offices across the UK, they are a Chartered & fully independent business that have won multiple industry awards. The client is now seeking to recruit a Paraplanner/Client Manager to join their growing South/Hampshire based team. This role will work closely with a successful Financial Planning Director, you will provide high quality technical support and will also be a first point of contact for clients. The client is ideally looking for an individual who is happy to attend client meetings (usually via video) and have a genuine impact on the advice process. Duties include: To assist the Financial Planner in formulating the advice to the client, taking instructions for research and/or document the advice to provide to the companies Paraplanning team To attend client meetings (normally via Teams) with the FP to take detailed notes of the...

Home based Paraplanner - Salary negotiable to £45,000 - Anywhere in the UK, National Wealth Management Organisation We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner to work in their centralised, Home based Paraplanner team. This role will be 100% home based, supporting many of their Financial Advisors across the UK and helpng them to provide a first class service to their clients. The role: Our client is a highly reputable Wealth Manager with offices across the UK. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of experienced Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Requirements: Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold...

We are currently working with a National Wealth & Investment Management organisation to recruit an experienced Paraplanner to join their Bristol offices.Our client is a highly reputable Wealth Manager with offices across the UK. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation into either an advisory or management capacity. This organisation is well known for...

We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they have offices across the UK so you will be able to go into your local office as and when should you want to. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will...

Paraplanner - West Midlands/ Home based (1 day in office) - Salary negotiable depending on experience & Qualifications - Flexible hours MB Fitzgerald have been in discussions with a trusted client about a new Paraplanner vacancy in Tamworth. Candidates will be mostly working from home, with weekly travel to the office for team meetings and catch-up's. The role: As a Paraplanner, you will be responsible for research and report writing support for the company's Financial Advisers. Requirements You should be a skilled and experienced report writer with an excellent knowledge of financial services products. As such, candidates will ideally be Diploma qualified or studying towards this. Minimum of 1 year's previous experience in a Paraplanner role On Offer: Salary on offer is completely negotiable dependent on experience and qualifications. Company benefits Flexible Working hours - 32 hrs/ week including 24 core hours. The rest of your hours you...

Paraplanner, £30,000 - £45,000 per annum DOE. Our client, based in Bristol, is looking for an experienced Paraplanner to join their team due to recent expansion. We are looking to speak to Paraplanners that are interested in joining an established yet growing financial planning firm. The opportunity will be based in Bristol however it is a hybrid role with weekly office visits. What's needed from you? - Experience working within an IFA- Paraplanning experience- Level 4 Diploma qualified. However, part qualified candidates will also be considered- IT literate What we can offer - Non contributory pension scheme - 6x Death in service- 25 days holiday + bank holidays- Private medical insurance- The opportunity to join an established yet growing IFA firm What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client....

Paraplanner, £30,000 - £45,000 per annum DOE. We are working with a Devon based IFA who are looking for an experienced Paraplanner to join their team due to a period of growth leading to increased workload. We are looking to speak to Paraplanners that are interested in joining an established, yet growing financial planning firm. You will have the flexibility to work remotely with monthly office visits to help build your relationship with the team. What are we looking for? - Experience working within an IFA- Paraplanning experience- Level 4 Diploma qualified. However, part qualified candidates will also be considered- IT literate What we can offer - 25 Days holiday + bank holidays- 4% Employer pension contribution- 4x Salary death in service benefit- Will cover exam costs (text, study, enrolment etc) - Discretionary bonus What next? Apply today for more information and to be considered for this opportunity. If suitable, one of our specialist consultants will be...

Paraplanner - Part Qualified or Junior Paraplanners should apply - Manchester, Salford Quays (Flexible working) - Salary negotiable to £38,000 MB Fitzgerald Recruitment are currently working with one of the UK's biggest Independent Financial Advisory organisation's who are now seeking to recruit an additional Paraplanner to join their team The role In this role you will be required to - Work with Senior Financial Planners to provide technical support Prepare detailed recommendations & write bespoke financial planning reports Liaise with HNW & UHNW clients Requirements To be considered you must be working as a Paraplanner or Junior Paraplanner and will have strong experience in this type of role Previous report writing experience is essential You will also need be Diploma qualified or studying towards this Experience using Intelligent office is desirable On Offer Basic salary of up to £38,000 plus company benefits Work from home up to 3...

Paraplanner - Part Qualified or Junior Paraplanners should apply - Birmingham (Flexible working) - Salary negotiable to £38,000 MB Fitzgerald Recruitment are currently working with one of the UK's biggest Independent Financial Advisory organisation's who are now seeking to recruit an additional Paraplanner to join their team The role In this role you will be required to - Work with Senior Financial Planners to provide technical support Prepare detailed recommendations & write bespoke financial planning reports Liaise with HNW & UHNW clients Requirements To be considered you must be working as a Paraplanner or Junior Paraplanner and will have strong experience in this type of role Previous report writing experience is essential You will also need be Diploma qualified or studying towards this Experience using Intelligent office is desirable On Offer Basic salary of up to £38,000 plus company benefits Work from home up to 3 days per week...

Paraplanner - Part Qualified or Junior Paraplanners should apply - Leeds (Flexible working) - Salary negotiable to £38,000 MB Fitzgerald Recruitment are currently working with one of the UK's biggest Independent Financial Advisory organisation's who are now seeking to recruit an additional Paraplanner to join their team The role In this role you will be required to - Work with Senior Financial Planners to provide technical support Prepare detailed recommendations & write bespoke financial planning reports Liaise with HNW & UHNW clients Requirements To be considered you must be working as a Paraplanner or Junior Paraplanner and will have strong experience in this type of role Previous report writing experience is essential You will also need be Diploma qualified or studying towards this Experience using Intelligent office is desirable On Offer Basic salary of up to £38,000 plus company benefits Work from home up to 3 days per week Study...

Paraplanner - Part Qualified or Junior Paraplanners should apply - Glasgow (Flexible working) - Salary negotiable to £38,000 MB Fitzgerald Recruitment are currently working with one of the UK's biggest Independent Financial Advisory organisation's who are now seeking to recruit an additional Paraplanner to join their team The role In this role you will be required to - Work with Senior Financial Planners to provide technical support Prepare detailed recommendations & write bespoke financial planning reports Liaise with HNW & UHNW clients Requirements To be considered you must be working as a Paraplanner or Junior Paraplanner and will have strong experience in this type of role Previous report writing experience is essential You will also need be Diploma qualified or studying towards this Experience using Intelligent office is desirable On Offer Basic salary of up to £38,000 plus company benefits Work from home up to 3 days per week Study...

Paraplanner - Yorkshire RegionHOME BASED opportunity (occasional visits to the Yorkshire office required)£30,000 - £45,000 (plus excellent company benefits)An experienced Paraplanner is required to join a top-performing IFA and Wealth management firm in Yorkshire. Earning a competitive salary of £30,000 to £450000, this full-time role could be your ideal next career move if you're talented, ambitious and experienced. The role will be almost fully home based with only occasional requirements to come into the office.The Paraplanner role: As part of the established paraplanning team you'll have excellent organisation skills alongside the ability to analyse, and document client needs promptly. Previous experience of working as a Financial Paraplanner/ Technical Support or similar within an Financial Advice environment is essential.Some of your Paraplanner duties include: Drafting reports and letters Carrying out tax calculations, e.g. calculating capital gains tax, chargeable...

Are you an experienced Paraplanner? Are you looking to enhance your career with more technical challenges? In this role, you will act as a technical support to deliver professional quality written report documentation for Financial Planners and their clients in accordance with the company and regulatory requirements.You will be expected to travel to client meetings in the Southampton area and ideally, you will have a background in a similar role with Financial Services qualification too. Key Responsibilities & Main Tasks Act as the first point of contact for clients regarding any technical queries and as the technical interface between clients and Financial Planners Preparation of client review paperwork to include fund and product research using appropriate financial systems Compilation of financial cashflow forecast Analysis, monitoring, and reporting in respect of investment valuation reports, including SIPP drawdown analysis, existing policy analysis, and...

A highly reputable, leading firm, and independent provider of accounting, business advisory and wealth management services currently require an experienced Diploma Level 4 qualified REMOTE PARAPLANNER to join its team Paraplanner Vacancy Description To contribute to the department's strategic objectives by providing excellent support, in a compliant manner, to enable us to deliver a first-class service to clients, in our quest to be the firm of choice. To support one another, in a professional, flexible, and positive way, working together to achieve departmental and firm-wide success using our combined knowledge, enthusiasm and initiative to be the best we can be. It is a leading independent provider of accounting, business advisory and wealth management services. It has offices across the North-West, with over 300 partners and staff advising clients across the UK. It is also part of a global network of firms, helping clients with international trade matters Its...

A multi-office Independent Financial Planner currently requires an experienced a Senior Paraplanner, Technical Support Consultant, to join its friendly team. This position is remote, home based. It is supporting a HNW / UHNW Financial Advisor with clients predominately in the Southampton area. It provides a competitive base salary and an extremely comprehensive superb benefits package, details upon application The Client Technical Support Consultant Role To provide an excellent service to the Financial Planning Director and their clients by producing quality documents which provide clear advice to the client, based on solid market research and the client's financial objectives. Client Technical Support To attend client meetings (normally via Teams) with the FP Director to take detailed notes of the meeting. Transpose the meeting notes into the Fact find and Investment Risk Discussion document for submission. To assist the Financial Planner in formulating the...