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Bond Recruitment is delighted to be recruiting and experienced, remote based Paraplanner with experience of Defined Benefit (DB) Pension Transfers, on behalf of our client, a very well established and market leading financial planning firm based in the heart of the Cheshire countryside. THIS IS A REMOTE BASED ROLE SO WE WILL CONSIDER APPLICANTS ANYWHERE IN THE UK Specific activities include: • Check all compliance paperwork is present • Confirm client risk profile is determined • Discuss client objectives with planner Preparing recommendations – with emphasis on DB Pension Transfers • Identify areas for planning • Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client’s needs • Prepare information/comparisons for analysis by planner • Consider current and future allocation of assets for investment strategy with regard to client risk profile • Prepare draft recommendation reports to be discussed/signed off by planner Implementing recommendations • Prepare suitability letters in accordance with the agreed recommendations • Complete application / proposals forms • Implement the chosen investment strategies Qualifications •Ideally qualified to Level 4 Diploma with either– G60, AF7 or AF5 however this is not essential Essential Attributes These would be expected of an experienced para...

This is a small, family-originated IFA business with a close-knit office of six employees, including two advisors, two paraplanners, an admin, and a practice manager.

Leeds (Hybrid – 2 days from home).Up to £50,000 basic salary + bonus.Monday to Friday - Core office hours.Outsource UK is recruiting for an experienced.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 sig

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.

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

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

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

As a Paraplanner, youll play a vital role in supporting financial consultants by preparing hig.

Office based, with occasional remote working.Holidays: 30 plus stats and Xmas closure.Pension: 8% company contribution.Must have some experience in paraplanning.Possess sound technical knowledge in pensions, investments, tax and general financial planning.Proficient with financial planning software,

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.

Paraplanning Associate / Junior Paraplanner. An excellent opportunity has arisen for an ambitious and technically minded individual to join a growing Paraplanning team as a Paraplanning Associate / Junior Paraplanner.

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

Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice.Supporting the Consultants ahead of client meetings.Preparing compliant, technical suitability reports and ‘Financial Life Plan' reports detailing the Consultant's r

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

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 of initiatives including - Estate planning, Drawdown, Pension switching and replacement business init. Paraplanner

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.

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 (Work Life Balance)£40,000 - £50,000 + Pension + 33 Days Holiday + Bonus + Training + European Weekends AwayBordon, HampshireAre you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' h

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

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.

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

Paraplanner (Progression to Financial Advisor) £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

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

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.

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.

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

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.

We are excited to be partnering with a well-established financial services company with offices across the UK, as they look to recruit experienced Paraplanners to support their continued growth.