Paraplanner jobs in the Accounting & Finance category

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Nsure Financial Services Limited - Worthing, South East/Southern, BN11 3JX(1 day ago)
Independent Financial Advisers based in Central Worthing We are a local, family run firm of Chartered Financial Planners and we take pride in offering all our clients excellent advice and service. Our clients are individuals and businesses based predominantly locally but also some further afield. We specialise in retirement planning, investment solutions, tax planning and also advise on life assur...
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PARAPLANNER Liverpool City Centre £20,000 - £35,000 (Dependant on experience) A financial company has an exciting opportunity for a qualified Paraplanner to join a growing independent firm based in Liverpool City Centre. The Paraplanner will work closely with 3 directors to prepare and write reports and conduct research in order for the clients to present to their clients. Skills essential to the ...
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SF Group - Glasgow, Scotland (2 days ago)
Why me? A technical paraplanning background is a pre-requisite here but my client is looking to attract that technical knowledge and skill-set in to support several high performing advisers in the Scotland region. From a consultative perspective you will be an experienced report writer and be looking for the support and stability of a larger offering, whilst looking to be challenged by a hugely te...
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Cameron James Professional Recruitment - Nottinghamshire, NG52JN(2 days ago)
Role: Paraplanner Location: Nottinghamshire Salary: Upto 35k Job Information Our client a successful IFA based in Nottinghamshire requires an experienced Paraplanner to offer paraplanning support and maintenance to a large client bank. You will work closely with the director This exciting opportunity requires somebody with previous experience in a paraplanning role within financial services and Qu...
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Paraplanner / Report Writer Newcastle £24,000 - £34,000 basic salary plus bonus package, flexi-benefits, free parking, exam support An award winning IFA based on the outskirts of Newcastle are looking for a Paraplanner to join their organisation. Due to expansion in business levels I am looking for an experienced, industry qualified Paraplanner to join the company and provide an important function...
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Cameron James Professional Recruitment - Lincolnshire, NG316SE(2 days ago)
Role: Paraplanner Location: Grantham Salary: Upto 30k Job Information Our client a successful IFA based in the Centre of Grantham requires an experienced Paraplanner to offer paraplanning support and maintenance to a large client bank. You will work closely with the director This exciting opportunity requires somebody with previous experience in a paraplanning role within financial services and Qu...
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Cameron James Professional Recruitment - Manningtree, CO111PW(2 days ago)
Role: Paraplanner Location: Essex Salary: Negotiable Job Information Our client a successful IFA based on the outskirts of Essex set in a picturesque Rural area in a renovated farmhouse.They require a Qualified or partly qualified Paraplanner to initially start of with part Paraplanning and Administration and then developing rapidly. This exciting opportunity requires somebody with previous experi...
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Paraplanner Tyne and Wear £25,000 - £35,000 basic (depending on experience) plus benefits An excellent opportunity has arisen in the Tyne and Wear area to join a Wealth Management firm working within their financial services advice team as an experienced Paraplanner. You will be working in a role created purely due to organic growth within the company as the IFA's successfully increase their clien...
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Paraplanner – Multi-Office Accountancy Firm Location: Taunton Salary: Up to £27,000 + benefits Our client is a well-respected accountancy firm with offices throughout the South West. They aim to provide high-quality advice to businesses and individuals locally as well as nationally, helping their clients achieve their financial goals. They are seeking a Paraplanner to join their Taunton office to ...
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Senior Paraplanner – Regional Financial Management Firm Location: Guildford Salary: Up to £37,500 + benefits (dependent on experience) Our client is a business with expertise ranging across all aspects of financial planning. They are seeking an experienced Paraplanner to bring their technical knowledge to the business. The main purpose of the role is to provide extensive technical support to the M...
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Paraplanner – Asset Management Firm Location: Bristol Salary: £28,000 - £35,000 + package (dependent on experience) Our client is an award-winning asset management firm, providing a range of financial advice, investment management and on-line investing services. They have specialised in managing client portfolios for over 40 years working from various offices across the UK. The group of which our ...
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Our clients, a highly regarded, national firm of Chartered Financial Planners, have just created a new Paraplanning position based at their Yorkshire office. The role will be a classic Paraplanner position, providing research, technical guidance and report-writing to a highly experienced CFP who specialises in investment planning for HNW individuals, but also takes an holistic approach to financia...
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Cameron James Professional Recruitment - Nantwich, CW55DQ(3 days ago)
Role: Paraplanner Location: Cheshire Salary: Upto 35k Job Information Our client a successful IFA based in the Centre of Cheshire requires an experienced Paraplanner to offer paraplanning support and maintenance to a large client bank. You will work closely with the director This exciting opportunity requires somebody with previous experience in a paraplanning role within financial services and Qu...
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Paraplanner / Report Writer Chesterfield £25,000 - £30,000 basic salary plus flexi-benefits, free parking, exam support A successful IFA based in Chesterfield are looking for a Paraplanner to join their organisation. Due to expansion in business levels I am looking for an experienced, industry qualified Paraplanner to join the company and provide an important function in supporting the IFA's withi...
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The Company: I am currently working on behalf of a niche wealth management firm who are part of a larger group and are looking to add a QCF level 4 qualified paraplanner into the technical research team. To be based from their Wakefield site they require a technical paraplanner who can come and established team to support multiple high performing advises across both private and corporate advice. W...
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SF Group - Leeds, South East/Southern(4 days ago)
The Company: I am currently working on behalf of a highly successful, award-winning, nationally renowned firm who are looking to add an experienced, Senior Paraplanner to the wealth management side of the business. Based in North East Leeds you will be joining a progressive, expanding firm with 220 staff currently and strong plans to progress their advisory offering in the next 2-3 years. The Role...
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I am currently working on behalf of a very ambitious, Chartered IFA firm who are growing at circa 20% year on year and are looking to add an experience Paraplanner into their team of 4. Based in Chesterfield you will be joining a truly independent wealth management/investment services firm consisting of 13 staff (4 advisers) across their private wealth arm and with expansion plans for the remainde...
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Salary/Package: £28-35k basic plus benefits package (5% contributory pension when you put in 3%, 3xDIS and a discretionary bonus structure. 25 days holiday + stats) The Company: I am currently working on behalf of a highly successful, Chartered IFA/financial advisory firm who have multiple sites across the North. To be based from their Bolton site they are currently looking to recruit a senior, ex...
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Salary/Package: £28-35k basic plus benefits package (5% contributory pension when you put in 3%, 3xDIS and a discretionary bonus structure. 25 days holiday + stats) The Company: I am currently working on behalf of a highly successful, Chartered IFA/financial advisory firm who have multiple sites across the North. To be based from their Bolton site they are currently looking to recruit a senior, ex...
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SF Group - Leeds, Yorkshire (4 days ago)
The Company: I am currently working on behalf of a Chartered financial planning firm based in North Leeds who are looking to add a qualified Paraplanner into the technical team. To be based from that sister site to a larger business, I am looking for a technical paraplanner who can come in and support 3 high-performing advisers inclusive of the MD of the Leeds site. With an established workforce a...
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ParaPlanner £30-40k DOE Woking They offer personal advice on all aspects of your finances including investments, tax, insurance and pensions, they are a highly respected company based in Woking looking for a Paraplanner to join their expanding team. Duties *The paraplanner is to undertake advice research for advisers and to prepare Suitability Reports, based upon information received from the Advi...
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Company Confidential- Guildford, Home Counties (5 days ago)
Private Client Paraplanner Guildford £34,000 - £39,500 + industry leading bonus scheme and benefits I am currently working on behalf of a leading National HNW IFA firm, having developed an exceptional reputation within the UK Financial Planning market. Primarily generating clients through established referral networks, they are looking to welcome on board an experienced Paraplanner to join their G...
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Company Confidential- London, London (5 days ago)
Private Client Paraplanner Central London £36,000 - £44,000 + industry leading bonus scheme and benefits I am currently working on behalf of a highly successful and Boutique HNW IFA practice, having developed an exceptional reputation within the London markets. Primarily generating clients through established referral networks, they are looking to welcome on board an experienced Paraplanner to joi...
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Company Confidential- London, London (5 days ago)
Private Client Senior Paraplanner Central London £46,000 - £54,500 + industry leading bonus scheme and benefits I am currently working on behalf of a highly successful, Boutique HNW IFA practice, having developed an exceptional reputation within the London markets. Primarily generating clients through established referral networks, they are looking to welcome on board a Senior Paraplanner to join ...
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Company Confidential- London, London (5 days ago)
Private Client Paraplanner Central London £36,000 - £44,000 + industry leading bonus scheme and benefits I am currently working on behalf of a leading National HNW IFA firm, having developed an exceptional reputation within the UK Financial Planning market. Primarily generating clients through established referral networks, they are looking to welcome on board an experienced Paraplanner to join th...
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