141 paraplanner jobs found

Paraplanner Competitive salary dependent on experience / qualifications Boston, UK Compensation and Benefits: * Enhanced Pension: Employer contribution of 5% * 20 days of holiday, increasing to 25 after 3 years * Full study/exam support: CII fees covered, exam days off * On-site parking A dynamic financial advisory firm in Boston is actively expanding its support team. They are now seeking an additional Paraplanner to join the growing support and technical team. Key Information:. * Career Progression: Offers a unique opportunity for career progression through the networks Academy, leading to the potential transition to a self-employed adviser role. Initial employment will be as a paraplanner. * Work Environment: We foster a warm, friendly-team environment with frequent team meetings and enjoyable outings, including days at the races. Our team boasts longevity, with many staff members having dedicated 10+ years. Key Responsibilities: * Work closely with...

Are you an experienced Paraplanner who is looking for work on a hybrid basis?  Our client is offering hybrid working hours to the successful individual who joins their team as a Paraplanner. They are well-established independent Financial Advisers based in the East Sussex area who are currently seeking an experienced Paraplanner to join their team.  Working hours: Monday – Thursday 9 am -5.30 pm Friday 9 am - 5 pm The successful Paraplanner will be offered: Basic salary up to £45,000 Hybrid working 25 days holiday + bank holidays Staff Socials To be considered for the Paraplanner role you must have: Minimum of 2 years of experience in a similar role Experience working closely with IFAS An organised working manner As a Paraplanner, your responsibilities will involve: Assisting the Financial Adviser/Planner in establishing new client relationships. Assessing clients’ financial circumstances. Preparing...

An exceptional opportunity is available for an experienced CLIENT FACING DIPLOMA QUALIFIED PARAPLANNER and a PARAPLANNER to join a professional team of HNW and UHNW Independent Financial Advisors, based in Bishops Stortford As a Paraplanner you will be dealing with the company’s new business clients, bespoke clients, and existing clients. The successful Paraplanner’s core duties will include, but will not be limited to: * Completing financial fact finds and calculations. * Preparing and writing reports - producing relevant client paperwork * Producing suitability letters and reports * Providing a high level of technical support - dealing with complex queries and scenarios * General administration around IFA tasks The successful Paraplanner will have demonstrable experience in a similar financial role (good technical knowledge is more important than qualifications) and should have knowledge of products for pensions, investments, and protection. In...

A prestigious wealth management firm currently requires an experienced and highly skilled Paraplanner . This opportunity lies within their Financial Planning Division, catering to discerning clients with complex financial needs. With a reputation for excellence and a commitment to delivering exceptional client service, this role offers a rewarding career path within a dynamic and thriving environment. Paraplanner Role Overview: As a Paraplanner, you will play a crucial role in providing comprehensive support to the team of Wealth Managers and Advisors. You will have the opportunity to work closely with high-profile clients, engaging in client contact and attending meetings alongside the advisory team. This role requires technical expertise, strong interpersonal skills, and meticulous attention to detail. Paraplanner Key Responsibilities: Collaborate with Wealth Managers and Advisors to prepare and deliver holistic financial plans for HNW clients. Conduct detailed research and...

This Paraplanner job in Rotherham is seeking an experienced Paraplanner to join their growing team You will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. Plus, producing compliant financial planning reports for the Financial Advisor to present to clients Paraplanner Requirements * You should be an experienced Paraplanner with good report writing skills * Level 4 Diploma is desirable but not required if you have good paraplanning experience The Company This national independent financial planning group has developed over 20 offices across the UK to provide nationwide coverage to clients, on all areas of financial planning. The group has an ethical culture, focused on putting the client at the heart of their actions and a robust compliance approach. Paraplanner Benefits * Salary of circa £33,000 depending on experience and qualifications plus...

Paraplanner Location: Loughborough Salary: £35,000 - £45,000 Duration: Permanent, Full time, Part time, Hybrid We are working with a well-established and reputable financial advisory firm committed to providing clients with top-notch financial planning and wealth management services. They pride ourselves on their dedication to delivering exceptional client outcomes and maintaining the highest standards of compliance and quality. They are seeking a motivated and detail-oriented Paraplanner to join their dynamic team. As a Paraplanner, you will play a crucial role in supporting the financial planning team by providing paraplanning and report-writing assistance. This is an excellent opportunity for someone looking to grow and progress within the financial services industry. Key Responsibilities: * Prepare detailed client letters and reports, both templated and bespoke, ensuring compliance, quality, and timely delivery. * Write client review letters, including...

We are working with a reputable financial advisory firm that has been serving small businesses and individuals since its founding. They take pride in their holistic approach to financial advising, aiming to help clients achieve their objectives by utilising a wide range of financial products and exclusive arrangements not available elsewhere. Their expertise extends to problem-solving, cost accounting, and contract law, making them a trusted partner for their clients' financial needs. The practice understand the value of specialised knowledge. That's why they have a team of specialist support staff in the areas of pensions and investments. They also have established partnerships with corporate lawyers, family lawyers, and specialist tax consultants, ensuring clients receive comprehensive financial solutions. Their mission is clear: to enhance clients' wealth through tax control, improved investment returns, and effective risk management. They are now looking for a...

A leading East Anglian business are looking to hire an experienced Paraplanner to join their growing Financial Services team. This role will be essential in providing crucial support to the team of Financial Planners. You will be responsible for researching products, investment strategies, and financial planning solutions, conducting tax calculations, preparing financial planning reports, and offering technical support. This position may also require you to serve as the technical liaison between consultants and clients, ensuring that all client needs are met effectively. Responsibilities include: * Provide research and report writing support to the Financial Planners as assigned, ensuring all compliance requirements are met for both new and existing clients. * Cultivate and maintain strong working relationships with financial institutions. * Continuously update and enhance your knowledge in all areas of financial planning. * Attend client meetings as required, actively...

Are you an experienced Paraplanner seeking an exciting opportunity to join a prestigious Wealth Management Firm in the heart of the West Midlands? If you're looking for a challenging role that offers room for personal and professional growth, we want to hear from you. About: This role is with a well-established and highly respected financial advisory company, committed to providing clients with top-tier wealth management solutions. They are dedicated to delivering personalised, client-centric financial services that help individuals achieve their financial goals. Key Responsibilities: As a Paraplanner, your role will encompass a wide range of responsibilities, including: * Conduct in-depth research on client profiles, financial products, and market trends to support our advisors in creating tailored financial strategies. * Prepare financial reports, cash flow forecasts, and investment portfolio analyses to assist in the development of comprehensive financial plans....

Role: Client Facing Paraplanner Salary: £50,000 Location: City of London A well-known, and established IFA in the heart of the City is looking to expand the Paraplanning team due to the company going through a period of growth and transition, with Paraplanners moving up into Advising roles, so now they are in a space to add someone new to the team. The company are a Chartered practice and certified B-Corporation, and they place a focus on ethical and sustainable investing. They are looking for someone to support one top producing Financial Planner and sit in on the majority of client meetings. This is a technically demanding role and requires strong experience dealing with HNW clients and cash flow planning skills. This role would suit a Diploma qualified Paraplanner with at least 2 years of experience in a Paraplanner role. Ideally you will have experience with XPlan and Voyant. You will be responsible for Paraplanner duties such as: Client Meetings, Research, Reports...

Our client is seeking a Paraplanner or Report Writer to join their team near Halifax, as they look to continue growing and expanding They are happy to consider either a full Paraplanner or a Report Writer / Administrator. As such, the role will be shaped to the successful individual’s skillset and knowledge. A key part of the role will be to assist the Financial Advisers by producing detailed, compliant financial planning reports for them to present to clients. Other duties could include: undertaking detailed research, analysis of financial planning solutions, being main point of contact for client queries, processing new business and preparing client packs. Paraplanner or Report Writer Requirements * You should be experienced in a similar role with good financial planning report writing skills * Level 4 Diploma is desirable but not required The Company This national independent financial planning group has developed over 20 offices across the UK to provide...

Role: Paraplanner Salary: £45,000 Location: City of London A well-known, and established IFA in the heart of the City is looking to expand the Paraplanning team due to the company going through a period of growth and transition, with Paraplanners moving up into Advising roles, so now they are in a space to add someone new to the team. The company are a Chartered practice and certified B-Corporation, and they place a focus on ethical and sustainable investing. They are looking for someone to support two Financial Planners and sit in on some of the client meetings. This role would suit a Diploma qualified Paraplanner with at least 2 years of experience in a Paraplanner role. Ideally you will have experience with XPlan and Voyant. You will be responsible for Paraplanner duties such as: Research, Reports & Recommendations. You are able to progress in this position through guided professional development plans, and the full support to take further Financial Planning...

Paraplanner Gateshead Competitive salary based on experience, study support and comprehensive benefits package. Are you a highly organised, client-focused individual, with a passion for financial services? If so, this could be the perfect role for you. My client, a leading financial services practice, is looking for an experienced Paraplanner to join their team in Gateshead. This is an excellent opportunity to join a successful organisation that has a long and impressive history of helping clients achieve their financial goals. The Role The purpose of this role will be to provide technical support to a team of financial planners who deal with a range of wealth management issues including pensions, investments and protection. You will have the opportunity to further develop your knowledge of the financial services sector, with ongoing in-house training and development. Duties will include: * Conducting research on products and providers, assisting them in finding the...

Paraplanner Study support to obtain Chartership and to become a financial planner, if this career route is of interest. A fantastic opportunity has arisen for an Experienced or Trainee Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments. You will join a dynamic team who work together to support a large team of busy holistic financial planners. On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into advising and beyond, for the right candidate. Full study support will be provided to attain chartered status. The role The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing clients’ needs in the...

Mortgage Administrator / Paraplanner A high performing independent Mortgage Brokerage is expanding their operation and they require an additional Mortgage Administrator / Para planner to join their flourishing and expanding team in their new offices, in order to support this exciting period of company growth. The successful applicant will cover the administration of several Mortgage Brokers. Two different salary bands are on offer depending on whether the successful applicant comes on board as a Mortgage Administrator or as a more experienced Paraplanner. The salary will depend on the candidates overall experience and exposure to the full mortgage sales process. Mortgage Administrator / Paraplanner - Skills Required: * Previous Mortgage Administration experience is essential for this role * Proficiency in MS Office, Word, Excel and Outlook * Superior organisational skills and dedication to completing projects in a timely manner * Excellent communication skills *...

Paraplanner (9-month maternity cover contract) £35,000 - £40,000 + Flexitime + Hybrid + Training + Company Benefits Penrith, Cumbria, commutable from Carlisle, Langwathby, Whinfell, Dalston, Appleby-in-Westmorland, Lazonby Are you a Paraplanner with wealth management background looking to join a tight knit reputable business known for looking after their staff, offering you support in acquiring further qualifications, excellent training and ability to push you further? On offer is the opportunity to join a client focussed financial advisers who pride themselves on their bespoke approach to financial advice. They are going through a period of organic growth and are looking for a paraplanner to bolster their team. Your role will involve supporting consultants, preparing compliant reports, reports detailing the consultant's recommendations for the client, accurately investing client money as per recommendations and evaluating investment portfolios. This role...

This Paraplanner job in London provides the opportunity for you to lead the back office team of a small financial planning firm As a Paraplanner, you will be supporting their Chartered Financial Advisor to provide high quality, compliant financial planning. Following the factfind meeting being undertaken, the Financial Advisor will handover the notes to yourself, therefore your responsibilities will include: * Concentrating on technical paraplanning * Undertaking research for appropriate financial planning solutions * Undertaking cashflow modelling * Producing paperwork and suitability reports ready for the Financial Advisor to present to clients * Delegating responsibilities and tasks to the Administrators and ensuring tasks are completed in a timely manner * Liaise with clients to aid the client relationship management, including obtaining required information, answering general questions and arranging meetings * Using FE Analytics and Voyant. As part of...

Trainee Paraplanner Amazing opportunity for a bright graduate (or equivalent) looking for a career in Financial Services with the additional opportunity to undertake financially supported professional qualifications. Great benefits package 35 hour week Monday WFH Main Purpose & Scope of the Job Working closely with Financial Advisors and experienced Paraplanners to provide support in the financial planning and investment management process. This role is an excellent opportunity to gain hands-on experience in the financial services industry and progress toward becoming a fully qualified paraplanner. Helping to evolve the processes of client onboarding and the management of client information. Assisting clients over the phone, face to face or through other communication mediums. Helping to manage general office procedures to ensure processes and duties in the office flow efficiently. Main Responsibilities/Accountabilities Client Acquisition Assist in collecting and...

Paraplanner Required - Salary negotiable, extremely generous benefits. Hybrid The Company A Chartered, Independent Financial Adviser firm based in Cheshire. Client service and satisfaction is key, and it aims to combine traditional service values with forward thinking innovative solutions to provide the best results. It offers a broad range of financial services advice. Client needs may be straightforward or be more complex and giving it total commitment to fully understanding clients’ aims and ambitions is essential. It provides specialist advice in the areas of Personal Injury Trusts, Court of Protection, Divorce Settlements, Investment Management, Pension Funding, Retirement Planning, Inheritance Tax Planning as well as Care Fee Planning and Protection. Purpose of Role - Paraplanner The Paraplanner role represents an excellent opportunity for someone with previous relevant experience to make a real difference working within a small team environment, where their...

Paraplanner Vacancy - Canterbury - £37,500 + Bonus (Up to 20%) An Independent Financial Adviser in Canterbury are seeking a Paraplanner who can: * Write/prepare suitability reports on general pensions and investments, IHT, Trust planning and more * Research funds and products and present recommendations to the Advisers * Stay up to date with industry changes and maintain CPD You’ll join a team of 12 Paraplanners with good experience that work together with the Advisers and Administration Team to ensure their clients receive the best possible service. You’ll receive any additional training and be supported in achieving further qualifications towards Chartered status. To be considered you will be: * Paraplanning currently * Level 4 (DipPFS) qualified or equivalent Further info: * Starting salary is £36,000-£37,500 * Office based * Up to 20% annual discretionary bonus based on personal performance * Group life and protection...