Employment Type : Full-Time
An exciting opportunity has arisen for a Paraplanner with 3 years’ experience in a similar role to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary range of OTE 35,000 - 40,000. As a Paraplanner , you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages, pensions, and investments, utilising the Quilter Platform. What we are looking...
Employment Type : Full-Time
Job Description: Senior Paraplanner Location: Stevenage Salary: Up to 50,000 (depending on experience) About the business: A small, friendly team based in Stevenage, looking for a dedicated and experienced Senior Paraplanner to join their expanding business. They pride themselves on attention to detail, excellent report writing skills, and a sound understanding of investments, pensions, trusts, tax planning, and inheritance tax planning. Key Res...
Employment Type : Full-Time
Job Title: Paraplanner Industry: Financial Services Location: Northampton Salary: Up to 40,000 Job ref: 9266 Job Description: Recruit UK is excited to be partnering with a thriving firm in Northampton that’s on the lookout for a talented paraplanner to join their expanding team. This firm is renowned for delivering holistic advice and bespoke solutions, helping clients achieve their financial goals with a highly personalised touch. With people a...
Employment Type : Full-Time
Role: Paraplanner Location: The City, London Salary: Up to 50,000 This role can be 2-3 days a week in London, or at least 1 day a fortnight as a minimum. This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market lead...
Employment Type : Full-Time
James Phillip are currently recruiting for a modern investment house and stockbroker. Who through organic growth are looking to recruit a Paraplanner into their existing team. All Paraplanners considered, whole of market or tied. My client describes it as a great working environment, relaxed with some great attractions. This is an ideal opportunity for someone who is looking to play an integral part of a well-respected practice that recognises a...
Employment Type : Full-Time
Paraplanner - Northampton - Up to 40k Our client, with their head office in Northampton, are looking for a paraplanner to help provide technical support for the some of the senior advisors. Within the role this would be technical in such as paraplanning, research, analysing, preparation of new and existing client cashflow, as well as some PA work and office management. What’s needed from you? Previous Experience working within an IFA Paraplannin...
Employment Type : Full-Time
Paraplanner Location: Fareham, office-based Job Type: Full-time Salary: up to 45k Reed Financial Services are seeking a dedicated Paraplanner to join a South Coast spanning Financial Services Team. Reporting to the Head of Financial Services, this role is crucial in providing comprehensive financial planning services to our clients, focusing on lump sum investment advice, financial planning for later life, and inheritance tax planning. Day...
Employment Type : Full-Time
Paraplanner Location: Fareham, office-based Job Type: Full-time Salary: up to 45k Reed Financial Services are seeking a dedicated Paraplanner to join a South Coast spanning Financial Services Team. Reporting to the Head of Financial Services, this role is crucial in providing comprehensive financial planning services to our clients, focusing on lump sum investment advice, financial planning for later life, and inheritance tax planning. Day...
Employment Type : Full-Time
Blakemore Recruitment are proudly assisting a well respected and long established wealth management firm recruit for a diploma qualified Paraplanner to join their expanding team. They provide a wide range of services to their clients such as financial planning, pension planning, investment advice, inheritance tax planning, protection planning and corporate planning. You will be working among a friendly team that continue to strive to be among th...
Employment Type : Full-Time
This energetic and expanding Wealth Management firm seeks a skilled Paraplanner who is looking to further their career within an innovative firm. This role will allow you to work within the Advisory team who deal with HNW clients who require holistic solutions. You will conduct detailed research and produce reports in line with the agreed areas of advice. You will be involved in client management and the advice process and you will receive first...