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Paraplanner Have you got what it takes to succeed The following information should be read carefully by all candidates. Leeds (Hybrid – 2 days from home) £40,000 – £50,000 basic Outsource UK is recruiting for an experienced Paraplanner to join a forward-thinking, high-growth financial services business in Leeds. This is an excellent opportunity to become part of a dynamic team at an exciting stage of development. Over the next five years, there will be significant opportunities for individuals who are eager to demonstrate their ability and progress their careers. The Role You will support a busy team of Financial Advisers in delivering a high-quality service that exceeds client expectations and enhances the firm's reputation. Key Responsibilities • Manage client requests and tasks efficiently, ensuring a professional and positive client experience, • Undertake complex client-specific analysis, including CGT assessments, IHT evaluations, and target funding calculations, • Conduct technical research and prepare detailed suitability reports following client reviews, • Support the administration team with technical queries to ensure smooth case progression, • Carry out product research and technical comparisons using industry software, • Maintain accurate records on back-office systems, tracking workflow and ongoing actions, • Assist advisers in delivering comprehensive financial planning services, • Ensure all client files and records meet FCA compliance standards, • Adhere to internal compliance procedures and regulatory requirements, including Consumer Duty and Treating Customers Fairly principles Skills & Experience, • Minimum 2 years' experience in a Paraplanner role, • Strong understanding of financial products and the advice process, • Excellent analytical, research, and report-writing skills, • High attention to detail with a focus on producing quality work, • Strong communication skills and ability to build effective working relationships, • Well-organised with the ability to manage multiple priorities, • Self-motivated, resilient, and professional in approach, • Working towards or holding a Level 4 Diploma in Financial Planning (desirable)

A leading financial advisory firm in Leeds is seeking an experienced Paraplanner to support Financial Advisers.This dynamic role involves reviewing client documentation, conducting product research, and preparing suitability reports.The ideal candidate will have a strong track record in preparing fi

A leading financial services company in Guiseley is seeking a Trainee Paraplanner to support Financial Advisers.You will assist in report writing, client administration, and compliance tasks.Strong analytical skills and a degree in finance or related field are essential, along with a desire for prof

The successful candidate will have over 5 years of experience in wealth management, producing compliant client reports, and assisting financial planners.

This is a full-time role for a Paraplanner based in Chester, with the flexibility to work from home when needed. The Paraplanner will be responsible for supporting Financial Advisor by creating detailed reports, conducting financial analysis, and assisting in the development of comprehensive financi

Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London.

Paraplanner - £38,000 to £50,000 (DOE) Hybrid Working - 1 Day in Office or Fully Remote for the Right Candidate** Due to continued business growth, we are seeking an experienced and technically skilled Paraplanner to join our expanding team. As part of this evolution, we are looking fo

If you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you.

We are looking for an experienced paraplanner, so you will know what the work involves.

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 for assessing new business submitted based on informati

Known for its independent advice, strong values, and commitment to developing its people, the firm is recruiting within its Leicester office and looking for an experienced Paraplanner to join the team. We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning g

Specialist Recruiters in Financial Services.Trowbridge, Wiltshire (Hybrid part office-based, part home working).This is an opportunity to join a forward-thinking, award-winning wealth management firm with a strong reputation for delivering e.

With the view to grow and continue their award winning service our client is in the market for a Paraplanner. As the Paraplanner, youll join a collaborative and driven firm who look to push them and their clients to the next level.

My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team.

Paraplanner (Progression to Financial Advisor). Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with ser.

ParaplannerLocation: Farnborough / Remote- 1 day a month in the Farnborough officeSalary: £45,000-£50,000Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate pl

Paraplanner (Work Life Balance). Are you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' holiday, and the opportunity to earn an annual bonus?.

They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis.

Paraplanner - CII, CISI, LIBF, Estate planning, Drawdown, Pension switching and replacement business initiatives. I am looking for multiple Paraplanners to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support a number

ParaplannerCompany DescriptionOur client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses.

Paraplanner (Wealth Management) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-MareAre you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to

Holidays: 28 days, (4 days kept for Christmas) plus statsPensionDISAnnual bonus and salary reviewVarious Company expensed events during the yearStudy days and full exam funding, including study materialFree parkingCandidate Requirements:Must have at least 2 years experience working as a Paraplanner

Senior Paraplanner Day-to-Day duties:. Senior Paraplanner Qualifications:.

This is an excellent opportunity to join a technically strong, well-structured financial planning team that is known for developing high-quality Paraplanners and offering clear, long-term career progression. Suitable for Paraplanners from newly qualified through to more experienced levels.

Their Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs.

Due to rapid business growth, we are looking for an eager Financial Planning professional to join us as a Trainee Paraplanner, with the view of being part of our journey as a fast-growing FinTech.

As a Senior Paraplanner, you’ll apply strong technical knowledge across pensions, investments, protection, and tax planning to prepare detailed research, cashflow models, and suitability reports. Alongside your core responsibilities, you’ll have the chance to mentor junior paraplanners, share be

As a Senior Paraplanner, you’ll work closely with their Financial Planners to support the delivery of personalised financial strategies for clients. Provide guidance to less experienced paraplanners and support their development.

TECHNICAL PARAPLANNER (HOME-BASED). We are working with a leading HNW/UHNW boutique IFA who is seeking an experienced Technical Paraplanner to support their Advisers and play a key role in delivering high-quality financial planning solutions on a fully remote basis.

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client.

ParaplannerIf you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you.

ParaplannerLocation: Solihull - Hybrid or remote workingSalary: £40,000 + comprehensive benefits packageWe are an SJP Partner Practice based in Solihull and are looking to appoint an experienced Paraplanner to join our expanding team.

Company description:At Rathbones, we help people invest their money well, so they can live well.That means more than financial returns its about helping people feel confident in their decisions and supported in their future.We dont just manage money, we guide people through lifes big moments, helpi

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:Apprentice Paraplanner / Junior ParaplannerLocation:WorcesterSalary:£25,000 to £30,000 depending on qualifications and experience)Benefits:25 days annual leave plus bank holidays and your birthday offMatched pension contrib

ParaplannerSalary Range: £40K-£65K paLocation: working from homeWorking days/ hours: flexible depending on the candidateAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London.