An established wealth management and financial planning firm in London is seeking a motivated Paraplanner to join its high-performing, collaborative team. This is a fantastic opportunity for a detail-driven financial professional looking to develop their career with full support for professional qualifications. Apply below after reading through all the details and supporting information...
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the...
We are currently recruiting for a highly regarded Financial Planning practice based in Witney who are looking to recruit a Trainee Paraplanner. Main Purpose of the Role: Eventually be able to work with the senior team to provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential)...
This is a full-time, on-site role based in Barrowford for a Paraplanner / Trainee Paraplanner. In this role, you will assist financial advisers by preparing detailed reports and recommendations, conducting financial research, and analyzing client portfolios. Your work will involve supporting the team with financial planning tasks and ensuring compliance with regulations while delivering...
Trainee Paraplanner Liverpool City Centre Monday to Friday, 9am - 5pm Competitive salary w/ excellent benefits + progression opportunitiesAn excellent opportunity to join a dynamic and growing financial advisory firm based in Liverpool, dedicated to providing expert financial planning and wealth management services to individuals, families, and businesses. They are now looking for a Trainee...
Job description My client is a growing chartered financial planning business and they are currently looking for a Trainee Paraplanner to join their firm in Chorley. About the role To accurately interpret the adviser's client files to ascertain the client's needs and advisers instructions to translate this successfully into a Financial Planning ReportTo carry out appropriate research and...
Based in Haslemere, Surrey, Squirrel Financial Planning is a holistic and independent firm of financial advisers dedicated to delivering financial clarity and confidence to every client. We provide personalized financial planning services, ensuring tailored solutions for each individual's unique needs. Our commitment is to empower clients with comprehensive advice that leads to informed and...
Trainee Paraplanner (Wealth Planning Analyst) Heaton Moor, Stockport Up to £34,000 A growing, client-focused financial planning firm based in Heaton Moor is seeking a Trainee Paraplanner / Wealth Planning Analyst to join their friendly, small but ambitious team. This is a fantastic opportunity for someone looking to progress from administration into paraplanning within a supportive and long-term...
We are currently looking for a Trainee Paraplanner to join our clients, a highly successful Independent Financial Practice with a team of advisers who have a wealth of experience. This is a unique opportunity to learn from seasoned professionals, gain hands-on experience and embark on a journey towards becoming a proficient paraplanner. Our clients offer a clear career path with excellent...
Location CHORLEY Salary Competitive TypePermanent WorkplaceOn-Site Ref88917 Recruiter Managing This Role Trainee Paraplanner Financial Planning Support We are seeking a motivated Trainee Paraplanner to join a well-established financial planning firm. This is an exciting opportunity for someone looking to start their career in paraplanning and gain hands-on experience in producing...
You will have the capability to pass exams and have the capacity to learn about a niche area – personal injury/Court of Protection advice. As a small business/team you will need to be a team player and given the specialist advice will have great attention to detail. -----------------------------------------------------------------------------------------
You will be a level 4 qualified paraplanner who wants to work for a small company.
You will have passed at least one AF exam. It's a sign you're taking you're as passionate about financial planning as this firm are. You’ll become a lead on cashflow modelling so experience with that is preferred (ideally Voyant).
A financial advisory firm based in Haslemere is seeking a full-time Trainee Paraplanner to support financial advisers. This role involves preparing reports, conducting financial research, and ensuring compliance with regulations. Candidates should have strong organisational skills, attention to detail, and knowledge of financial planning. The position offers a hybrid work model. Previous...
Location Loughborough Salary £30000 - £38000 TypePermanent WorkplaceHybrid Ref89149 Recruiter Managing This Role Trainee Paraplanner Loughborough Up to £38,000 A highly unique and successful Wealth Management firm based in the midlands are looking to add a trainee Paraplanner to their dynamic team. They provide clients with independent holistic financial planning advise to company owners,...
We are currently recruiting for a Financial Planning practice in London who are looking for an experienced Paraplanner or Trainee Financial Adviser to join their team. They are looking for someone with 2 years+ Paraplanning experience and must be Level 4 qualified. Purpose To provide financial planning reports for clients following adviser client meetingsTo support the advisers with pre-meeting...
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant...
A financial services company in Barrowford is seeking a full-time Paraplanner / Trainee Paraplanner to assist financial advisers with detailed reports, financial research, and client portfolio analysis. The ideal candidate will demonstrate a high level of attention to detail, strong communication skills, and a good understanding of financial compliance. Benefits include competitive salary, study...
A growing financial planning firm is seeking a Trainee Paraplanner / Wealth Planning Analyst in Stockport. This role involves providing administrative and paraplanning support while receiving structured training and development. Candidates should have at least three years of administration experience in financial planning. The firm offers a competitive salary, an annual bonus linked to...
Our clients are based in Berkshire and are a small IFA with a large HNW private client base. An opportunity has arisen for a Paraplanner to join the existing support team. The role will be to provide full technical support to the directors of the business and work alongside the existing support staff including the sales support. There is an opportunity for candidates who are looking for this to...
You will interpret information obtained during client meetings, conduct research to provide solutions to meet their needs, prepare APTA/ TVC (using SelectaPension) and recommend an appropriate course of action in suitability reports.
You will manage the paraplanning process whilst supporting the advisers, and assist in the training of Junior Paraplanners as required.