Employment Type : Full-Time
Technical Paraplanner – Cheltenham – Up to 65,000 Join a growing Wealth Management firm supporting HNW and UHNW clients with complex financial planning needs. Are you an experienced Paraplanner looking to step into a senior, technical role where you can work on high-value, complex cases and truly make an impact? This is a rare opportunity to join a prestigious, independent Wealth Management firm in Cheltenham, with an exciting period of gr...
Employment Type : Full-Time
Senior Paraplanner – Mentor, Lead, and Shape the Future of Paraplanning Are you a Senior Paraplanner looking for an opportunity to make a real impact? If you’re passionate about technical excellence and want to help develop the next generation of Paraplanners, this is the perfect role for you. Salary up to 55,000 Hybrid working Join a leading independent wealth management firm, where you’ll not only provide high-level technical support but also ...
Employment Type : Full-Time
Lead Chartered Paraplanner – Shape the Future of Paraplanning in a Growing IFA Firm Salary up to 85,000 | Career-Defining Leadership Role Are you a Chartered Paraplanner ready to take the next step in your career? Do you thrive in a technical environment where your knowledge is respected, your voice matters, and your work genuinely influences client outcomes? This is your opportunity to lead the paraplanning function within a fast-growing, forwa...
Employment Type : Full-Time
Our client, an award winning Chartered Financial Planning firm, is keen to strengthen their Paraplanning and Technical team. Due to client growth, they are actively seeking to appoint a Senior Paraplanner who can demonstrate extensive technical knowledge and assist with complex cases as well as managing the relationships with a selection of clients. Your role will be to work with the Director of Financial Planning and assisting in the management...
Employment Type : Full-Time
Technical Paraplanner, Sussex (hybrid). Up to 45k plus benefits and annual bonus. Excellent opportunity has arisen within an Independent Chartered Firm who provide whole-of-market, holistic advice to HNW clients. They are looking for an experienced client facing Paraplanner to work for 1 of their Senior Advisers, supporting them with their client portfolio and working closely with other Paraplanners and Administrators in providing a highly effec...
Employment Type : Full-Time
Technical Paraplanner, Bedfordshire (hybrid). 40k- 50k plus benefits and annual bonus. Excellent opportunity has arisen within an Independent Firm who provide whole-of-market, holistic advice to Mid-HNW clients. They are looking for an experienced client facing Paraplanner to work for 1 of their Senior Advisers, supporting them with their client portfolio and working closely with other Paraplanners and Administrators in providing a highly effect...
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner. This role offers hybrid working 1 day in the office and 4 days from home. Company Description The company is a boutique wealth management firm (approx 25 staff members) based just outside of Guildford, providing expert financial advice to a range of private and corporate clients. Role Description They are looking f...
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner. This role offers hybrid working 1 day in the office and 4 days from home. Company Description The company is a boutique wealth management firm (approx 25 staff members) based just outside of Guildford, providing expert financial advice to a range of private and corporate clients. Role Description They are looking f...
Employment Type : Full-Time
Our clients are a highly successful Asset Management firm based in Sevenoaks who require a technical Paraplanner to join the team. Ideally you will be client facing. The role is a hybrid role also involves File checking, Compliance tasks and supporting 2 Managing Directors Going from strength to strength you will be joining a brilliant small team. They provide independent financial advice, planning and guidance to individuals, as well as support...
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice in Gerrards Cross who are looking to recruit a Technical Specialst/Paraplanner. The office is based in Gerrards Cross and would require you to be in the office 1/2 days a month. They are a bespoke life and financial planning firm dedicated to helping clients build and preserve their wealth with precision and care. They specialise in delivering personalised solutions that align with cl...