Defined Benefit Specialist – Home Working

All locations
Competitive Salary

Initially part-time with scope to expand to full-time if the individual wishes. Joining a well established Outsourced Paraplanning firm – providing paraplanning services for St. James’s Place Wealth Management Partners. We have one DB specialist but the workload is proving too much for one person. Must have experience with dealing with Defined Benefit transfers – AF7 or equivalent desirable.

Senior Paraplanner – Home working available

All locations, Scotland
Competitive Salary

Carbon is a leading provider of independent financial advice, providing holistic financial planning which puts clients first. At the heart of everything we do are our core values: Be the best we can be Do the right thing Free to be different We aim to provide the very best advice to clients without being constrained […]

Senior Paraplanner – South-East, South-West

All locations, South East England, South West England
Competitive Salary

An excellent opportunity has arisen for a dynamic and highly experienced individual to take the lead as Senior Paraplanner to work within our growing Independent Financial Planning firm with offices in the South East and South West. The business delivers holistic financial planning to a wide range of HNW clients including individuals, companies and trusts.

Senior Paraplanner

London (Central), South East England
Competitive Salary

We are looking to recruit a senior, career paraplanner for our boutique wealth management company which delivers high quality financial and investment advice to individuals in the professional services industry.

Paraplanner – Cornwall – circa £40,000 + Bonus and benefits. Negotiable dependent on experience

Cornwall, South West England
c. £40,000 + Bonus and benefits. Negotiable dependent on experience

Our Company: Taylor Money is an independent wealth planning and investment management firm based in Falmouth, Cornwall. For over 30 years we have been helping clients make good decisions with their money. We pride ourselves on investing time with our clients to understand what is important to them now and in the future.

Paraplanner/Senior Associate – Middleton, Manchester

North West England
Competitive Salary

We are seeking to recruit an experienced Paraplanner in a Senior Associate position within the Firm’s Technical Team.

Paraplanner – Flexible Working – Up to £45k + bonus & benefits

North West England
Up to £45k + bonus & benefits

LIFT are looking for another paraplanner to join their paraplanning team based at their head office in Altrincham, South Manchester.

Paraplanner with Defined Benefit transfer experience

London (Central), South, South East England
£35-£50k

We are a growing Financial Planning firm based in Cheam. We deliver holistic financial planning to a wide range of clients including individuals, companies and trusts. We like to develop individuals with talent and promote from within.