Average salary: £38,054 /yearly
More statsSearch Results: 35 vacancies
£35k - £40k per annum
...Exciting Opportunity: Experienced Paraplanner Wanted!
Location: Hybrid role (1 day/week in Leeds office)
About the Role:
At 2plan, our Paraplanners are pivotal in delivering top-notch financial advice and recommendations to our clients. As part of our expanding...
Suggested
Work at office
Hybrid work
Holiday work
Flexible hours
1 day week
...Looking to join a team with a track record of promoting their paraplanners?
Passionate about joining a team with a collaborative and dynamic culture?
Recruit UK is working with a leading Chartered wealth management firm in Wakefield, that works on a national level, looking...
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Permanent employment
Work at office
Work from home
Home office
Employment trial period
Hybrid work
...million pounds to support some incredible causes.
Bartlett Wealth Management currently have a rare opportunity for an experienced Paraplanner to join our team.
This role focuses on the provision of financial plans and independent advice to a wide range of existing...
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Temporary work
Work at office
No agency
Flexible hours
...The Company: A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site.
Location: Wakefield
Hybrid Working: Yes – 50:50 split
Package: £32-3...
Suggested
Work at office
Hybrid work
Holiday work
Flexible hours
£32k - £40k per annum
...The Company: An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. An ambitious firm currently looking to grow both organically and through acquisition.
Location: Central...
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Flexible hours
...We are working with an award winning IFA firm in Leeds on a paraplanning role.
This expanding IFA firm are looking for Paraplanners who hold their level 4 diploma and have worked within a paraplanning role for 2-4 years.
This would suit someone who is a career Paraplanner...
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Christmas work
Holiday work
Flexible hours
£27k - £36k per annumEstimated
...provide tailored bespoke Financial Planning & Wealth Management Advice.
We are urgently seeking an experienced Diploma Qualified Paraplanner who will be responsible for the production of reports, research and technical information in respect of all financial planning...
Suggested
Apprenticeship
Lime Search & Select Ltd
Leeds
2 days ago
£27k - £35k per annumEstimated
...Paraplanner Position Leading Wealth Management Firm
Join Our Team in Oldham Town Centre!
A leading provider of wealth management and financial services across the UK and an appointed representative of a prestigious wealth management group is excited to announce an opening...
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Traineeship
Remote job
City centre
Hybrid work
Holiday work
Flexible hours
£27k - £35k per annumEstimated
...Job Description
Our client based in Bury is recruiting an experienced Paraplanner to join their friendly team servicing corporate and private clients. Providing all-round holistic planning including investment planning, trust work, inheritance tax planning and retirement...
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Full time
Work at office
Holiday work
Established in 1940, Bartlett is one of the UK’s leading insurance brokers and financial advisers.
Recognised for our enduring focus on clients and employees, in the last 3 years alone we have been named as UK Broker of the Year, Commercial Lines Broker of the Year, the...
Suggested
Temporary work
Work at office
No agency
Flexible hours
£32k - £40k per annum
An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. Working: Yes - 4 days office | 1 day WFH
Package: £32-40k base DOE + bonus and full company benefits (below):...
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Flexible hours
A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site.
Hybrid Working: Yes - 50:50 split
Package: £32-37k base DOE + bonus and full company benefits...
Suggested
Work at office
Hybrid work
Holiday work
Flexible hours
Building cash flow models
Identifying areas for planning
Undertaking research both independently and with the Financial Planner to identify suitable solutions to meet the clients need
Preparing information/comparisons for analysis by Planner
Liaising with client'...
Suggested
£34k - £37k per annum
Working: 100% office based
Package: £34-37k base DOE + bonus & full company benefits
Standard contributory pension, death in service plus medical/healthcare scheme
Holidays: 25 days holiday + stats
The Role: A broad, private wealth focused Paraplanning role geared...
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Work at office
Holiday work
Providing high quality technical, administrative and research support to the Advisers
Undertaking whole-of-market research as required, including investments, pensions and protection plans
Undertaking research for asset allocation on clients' existing portfolios, quantifying...
Suggested
Christmas work
Holiday work
Flexible hours
About this Apprenticeship
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible ...
Apprenticeship
Traineeship
£41k - £54k per annumEstimated
...Our growing client is looking for a Paraplanner to join our growing team. This individual will provide a full paraplanning function to Planners, ensuring client service and compliance are delivered at all times.
Key Accountabilities Include
Preparing and maintaining...
IDEX Consulting
Leeds
2 days ago
...Financial Advice across ISA’s & Investments, Family Protection, Retirement Planning & Pensions & Equity Release. We are seeking a Trainee Paraplanner to join an existing Office based team of Paraplanners, who are providing assistance to the Financial Advisors of the business in...
Apprenticeship
Traineeship
Work at office
Holiday work
...Advice across ISA’s & Investments, Family Protection, Retirement Planning & Pensions & Equity Release.
We are seeking a Trainee Paraplanner to join an existing Office based team of Paraplanners, who are providing assistance to the Financial Advisors of the business in terms...
Apprenticeship
Traineeship
Work at office
Holiday work
£21k - £28k per annumEstimated
...in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses.
We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and...
Apprenticeship
Traineeship
Immediate start
Lime Search & Select Ltd
Harrogate, North Yorkshire
1 day ago
