technical paraplanner Jobs - 477

AFH Wealth Management - B604JE

Employment Type : Full-Time

Paraplanner AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits...

Titan Wealth Holdings Limited - HG31RY

Employment Type : Full-Time

About us The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other ...


Titan Wealth Holdings Limited - BS16DZ

Employment Type : Full-Time

About us The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other ...

GBWM - Beckenham

Employment Type : Full-Time

Paraplanner Ideally qualified to Level 4 Diploma or very close to receiving qualification. Qualification is not essential if you have extensive years of experience and knowledge is evident. Full time – Office based Position. Based in Beckenham, BR3 Essential skills required: The ability to produce comprehensive, accurate and clear Suitability Reports, to write reports on a wide variety of topics including Pensions, Investments, Inheritance tax, ...

Ortus PSR - B604JE

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 ...

Ortus PSR - B31SW

Employment Type : Full-Time

Technical Paraplanner – Lead, Innovate & Shape the Future of Wealth Management An opportunity has arisen for an experienced Technical Paraplanner to take on a leadership role within a forward-thinking wealth management firm. This is a chance to work closely with senior leadership, supporting high-net-worth clients while utilising the latest technology and AI-driven solutions to enhance efficiency and client outcomes. Competitive salary: 50,0...

Ortus PSR - GL501QB

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...

Synchronicity Group - West Sussex

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...

Blakemore Recruitment - Guildford

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...

enable Recruitment - CO49YQ

Employment Type : Full-Time

We’re incredibly pleased to collaborate with a leading financial planning firm in East Anglia, known for their client-centric approach and strong team culture.  This firm has won multiple industry awards and are growing at an impressive rate, delivering bespoke advice and wealth planning expertise within the region. If you are a Technical Paraplanner who has a passion for delivering a top level service for clients, then we would l...