We are partnering with a national financial planning practice to recruit an experienced Paraplanner to join their growing Bath team. · This is an exciting opportunity to join a forward-thinking firm that delivers truly holistic financial planning to clients across the UK. · Suppo ...

We are Succession Wealth, from start-up in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. · We have over 800 employees and 200 Wealth Advisors providing wealth management and financial plan ...

We are proud to partner with one of the UK's most respected Financial Planning and Asset Management organisations to recruit an experienced, Level 4 qualified Paraplanner.We are seeking an experienced Paraplanner with 3+ years' experience and minimum Level 4 Diploma qualified. · ...

Job Title: Paraplanner · Location: Bath (Hybrid) · Salary: £38,000 - £45,000 · Capio Recruitment is working with an independent financial planning firm on an exciting opportunity for an Paraplanner to join a practice in Bath. The firm prides themselves on providing a high-quality ...

A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. · Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the s ...

An opportunity has arisen for an diploma qualified Paraplanner to join the Bath office. You'll work closely with a collaborative team contributing to process improvements providing technical guidance to more junior colleagues while continuing to develop your own expertise. · Prep ...

We're excited to be expanding our presence and as part of this growth, we're looking for a high calibre Paraplanner to join our team and play a key role in supporting our advisers and clients. · As a Paraplanner at Saltus, you'll be responsible for delivering high-quality technic ...

Job Title: · Paraplanner · Location: · Bath · Salary: · Up to £55,000 + bonus · Benefits: · Pension up to 17.5%, strong bonus potential, hybrid working (4 days office / 1 day remote) · About the Company: · This firm is a well-established, highly regarded wealth management busines ...

We are supporting a large wealth management firm across the UK and they're looking to add an experienced Paraplanner to their team in Bath. · Researching clients financial planning arrangements, · Conducting portfolio reviews and asset allocation analysis in line with client risk ...

We are proud to partner with one of the UK's most respected Financial Planning and Asset Management organisations to recruit an experienced, Level 4 qualified Paraplanner. · ...

+Job summary · We're excited to be expanding our presence and as part of this growth, we're looking for a high calibre Paraplanner to join our team and play a key role in supporting our advisers and clients.QualificationsHold the CII Level 4 Diploma in Regulated Financial Plannin ...

We have an excellent opportunity for an experienced Paraplanner to join the Bath office on a permanent basis. · As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and have gained knowledge through exposure to client planning scenarios. · Yo ...

We have an excellent opportunity for a Wealth Paraplanner to join the team in Bath. As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and have gained knowledge through exposure to client planning scenarios. You will analyse our clients' ai ...

This well established local firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey. · You must be Level 4 Diploma qualified and ideally with advanced qualifications. · Career progression available such as support towards becoming a s ...

This is a fantastic opportunity for a Paraplanner with 12+ months' experience to join a highly respected, forward-thinking advice business. · ...

We have an excellent opportunity for a Wealth Paraplanner to join the team in Bath. You will analyse our clients' aims and needs to construct solutions as a tool for advisors to communicate to clients. · ...

Experienced Paraplanner or Senior Paraplanner (DipPFS or Chartered) looking for role where expertise will be highly valued. · We deliver clear and transparent financial advice whilst creating exceptional experiences for our clients. We seek skilled paraplanner to support one of o ...

BRISTOL / MANCHESTER / SHEFFIELD · An established and forward-thinking financial planning firm is seeking a skilled and commercially minded Paraplanner to join its team. This role offers the opportunity to develop into a Financial Adviser, in a firm which is on a strong growth tr ...

Our Paraplanners are highly valued within Succession and are integral to our business, providing vital support to our Financial Planners and ensuring a positive experience for our clients. · We expect our paraplanners to be able to research and prepare excellent suitability repor ...

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 seekin ...