Paraplanner jobs in WolverhamptonCreate job alerts

Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Wolverhampton on a Trainee Financial Planning role. This position would suit an experienced paraplanner or junior financial adviser wanting to progress into a Financial Advice position at a leading company dealin

Servicing Financial Adviser (Pathway to Chartered) Location: Near Wolverhampton (WV6) Salary: ~£45,000 + 20% New Business Bonus Client Bank: ~350 households A great opportunity to step into a client-facing advisory role with immediate ownership of a well-established client bank. An established, growth-focused wealth firm is hiring an experienced financial planner to take responsibility for ~350 existing households with full back office support - retaining and developing relationships while identifying new inflows across both existing and newly introduced clients. What you'll actually be doing Managing and growing relationships across ~350 existing households Conducting reviews and ad-hoc advice conversations - these should feel like the highlight of your week, not admin Spotting where clients could be better served - more FUM consolidated, gaps in protection, underused allowances Progressing toward Chartered if you're not already there - funded and supported. You'll be a good fit if You're a qualified adviser (or a paraplanner who's been doing the advice work and wants the title to match) with real client-facing experience You're Chartered, or interested in pursuing this. You find it easy to have proactive conversations with clients, because you're genuinely interested in their situation You want to be recognised when you do well - the bonus structure is real and meaningful What good looks like in 12-18 months Retention is high. Clients are referring people they care about. The book has grown through consolidation and warm introductions. You're Chartered, or on a credible path. And you feel like you're advising, growing, and being properly rewarded. Interested? Let's talk. No lengthy application process. If this reads like you, reach out with a brief note on where you are in your career

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

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

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.

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

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

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

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.

PARAPLANNER full or part time considered.

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?.

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.

We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning groups. 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

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,

Paraplanner (Wealth Management). 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 service.

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

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

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.

Templegate RecruitmentSpecialist Recruiters in Financial ServicesParaplanner Research TeamLocation:Rayleigh, Essex (Hybrid working available)Salary:£40,000£45,000 per annumBenefits:25 days holiday plus bank holidays3 additional days at ChristmasOffice closed for 1 week after ChristmasAuto-enrolme

An established and growing Chartered financial planning firm in Central Birmingham is seeking a paraplanner to join its technical team. Experience as a Paraplanner within an IFA or financial planning firm.

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.

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.

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

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

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.

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.

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.

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

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

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

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.

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.