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About Us, Our Clients and Our People Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve what they set out to. We support all of our team...

Join a team where your expertise shapes the future of financial advice. Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning? We are recruiting for a leading wealth management firm in Marlow, known for its...

Our client is growing the number of financial advisers, so they are seeking additional paraplanners. This is a opportunity for an paraplanner wishing to move firms but also for a paraplanner who wishes to move in to a financial adviser role in the future...

Our client, an established IFA company, is dedicated to providing exceptional financial planning and advisory services to its clients. With a culture centered around expertise, integrity, and client satisfaction, the company offers a supportive and collaborative...

Paraplanner, Bracknell Hybrid Up to 50k This role is suited for an experienced Level 4 qualified Paraplanner looking to join an established advisory firm. Our client is looking for a dedicated and driven individual to join their team based in Bracknell...

Our client has been providing independent financial advice to individual and corporate clients since 1990’s. Due to on going success require a further Paraplanner. This is an amazing opportunity to join a truly dynamic team. Role and Responsibilities Responsible...

We are currently recruiting for a growing financial planning firm in Stokenchurch who are looking to recruit a Senior Paraplanner due to company growth. The position will be suitable to someone who has a good working background in Paraplanning, and either...

Paraplanning Team Manager – Shape the Future at a Dynamic IFA Firm Why Join Us? Take on a leadership role at a firm that’s committed to personalised financial planning and client-first service. As the Paraplanning Team Manager, you’ll be instrumental in...

We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such...

Our client is a highly respected Chartered & fully independent financial advisory firm with a reputation for delivering bespoke financial planning services to high-net-worth individuals. The firm has seen significant growth in recent years, driven...

Great Role linked to a very wonderful LOVELY company in Financial Services in Marlow.  The company are sourcing a Junior Paraplanner with ideally 2 to 3 years experience within an IFA firm working and qualified Diploma wise in Financial Services.  It is...

My client a fantastic IFA Firm is actively looking to recruit a Senior PARAPLANNER to join their hugely successful business. The client may 2 PART REMOTE DAYS  in terms of SKILLED PARAPLANNERS HUGELY SKILLED Report Writer in SENIOR PARAPLANNING.  IF YOU...

Great Role linked to a very wonderful LOVELY company in Financial Services in Marlow.  The company are sourcing a Paraplanner with a level of the skills ideally 2 to 3 years experience within an IFA firm working and qualified Diploma wise in Financial...