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491 Open positions

Technical Paraplanner

Trowbridge, United Kingdom

£ 40,000.00 - 50,000.00

Description:

Technical Paraplanner Location: Trowbridge, Wiltshire Salary: £40,000 £50,000 (DOE) plus discretionary quarterly bonuses Hybrid Working: Yes Qualifications: Diploma qualified (Level 4) The Opportunity An award-winning, forward-thinking wealth management firm is seeking a Technical Paraplanner to join its team in Trowbridge. The business prides itself on putting clients at the heart of everything it does, while also creating a supportive and collaborative environment for its people. This is an exciting opportunity …

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Senior Paraplanner

Cambridge, United Kingdom

£ 50,000.00 - 60,000.00

Description:

Job Title: Senior Paraplanner Location: Cambridge office (hybrid working available) Salary: £50,000 £60,000 Role Overview The Senior Paraplanner plays a key role in supporting Financial Planners by delivering detailed technical research, analysis, and documentation across a broad range of financial planning areas. This includes pensions, protection planning, tax considerations, and investment strategies. The role involves handling more complex client scenarios and contributing to high-quality advice that delivers strong, client-centric outcomes. …

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Senior IFA Administrator

Coventry, United Kingdom

£ 26,000.00 - 34,000.00

Description:

Senior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners. Key Responsibilities Assist Paraplanners by …

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Paraplanner

Manchester, United Kingdom

Description:

Paraplanner Our client is seeking an experienced Paraplanner to join a well-established financial planning team based in Trafford. Key Responsibilities: Review cases and collaborate with Financial Planners to fully understand recommendations in line with client needs and objectives Check and confirm fact-find information with Financial Planners Review ceding scheme details and liaise with providers to obtain any missing information Ensure recommendations are suitable and compliant with regulatory requirements Draft and …

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Paraplanner

Loughborough, United Kingdom

Description:

Paraplanner Location: Loughborough | Hybrid Flexible Salary: £40,000-£50,000 Contract: Permanent | Full-Time Overview An established, forward-thinking financial planning firm is seeking an experienced Paraplanner to join its growing team. The business specialises in delivering holistic, values-led advice to high-net-worth individuals and families, often working alongside external professional partners such as solicitors and accountants to deliver joined-up financial solutions. This is a technically engaging role offering genuine variety, professional development, and …

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Paraplanner

Poole, United Kingdom

Description:

Paraplanner Salary - £35,000-£55,000 Location: Near Poole Overview Due to continued and sustained growth, a full-time Paraplanner is required to join a well-established and expanding financial planning practice based in the Wimborne area of Dorset. This is an excellent opportunity for an experienced individual who is looking to develop their career within a supportive and collaborative environment. The successful candidate will work closely with a team of Financial Planners, supporting …

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Paraplanner

Blackburn, United Kingdom

Description:

Paraplanner Financial Planning Team Location: Blackburn (Hybrid Working Available) Overview A fantastic opportunity has arisen for a motivated and skilled Paraplanner to join a forward-thinking financial planning practice in Blackburn. This position is ideal for someone who is analytical, collaborative, and keen to play a key role in shaping clients long-term financial strategies. Whether you are an experienced paraplanner or developing your expertise, you will be joining a supportive environment …

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Paraplanner

Brighton and Hove, United Kingdom

Description:

Paraplanner Salary £40,000-£50,000 DOE (Bonus available) Location - Near Brighton, Hybrid working This position is ideal for someone who is analytical, collaborative, and keen to play a key role in shaping clients long-term financial strategies. Whether you are an experienced paraplanner or developing your expertise, you will be joining a supportive environment where your skills and ideas can genuinely influence how the team evolves. About the Role As a Paraplanner, …

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Paraplanner

Coventry, United Kingdom

£ 40,000.00 - 45,000.00

Description:

Senior Paraplanner An excellent opportunity for an experienced Senior Paraplanner to join a growing and forward-thinking financial planning firm that prides itself on delivering comprehensive, client-focused financial advice. You will join a collaborative team of Paraplanners who work closely with Financial Advisers to provide holistic financial planning and cashflow modelling services. This role is ideal for someone who enjoys combining technical expertise with strong communication and mentoring skills. Key Responsibilities …

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Paraplanner

Cambridge, United Kingdom

£ 35,000.00 - 45,000.00

Description:

Paraplanner Salary £35,000-£45,000 Based in Cambridge, hybrid working This role provides essential analytical and technical support to Financial Planners by researching a wide range of financial planning solutions such as pensions, protection, tax strategies, and investments to help deliver comprehensive, client-focused advice. The position suits a paraplanner with strong experience who can produce high-quality reports, understand complex client circumstances, and contribute to well-reasoned recommendations. Main Responsibilities Client Support  Carry …

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