Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice in Northhampton who are looking to recruit a Paraplanner to join their team. The company provides an integrated financial and tax advice service. Their experienced financial advisers work very closely with their professional tax advisers to provide a fully comprehensive wealth management solution. They work with individuals, business owners and professionals throughout the various sta...
Employment Type : Full-Time
My client is an Independent Financial Advisory firm based in Harrogate providing Financial Advice to both individuals and businesses surrounding Pensions, Investments, Retirement Planning, Tax, Trusts and Life & Health Insurance. We are seeking an experienced Paraplanner to join the exiting Paraplanning and Administrative teams, specifically you will be responsible for: Providing administrative support in the preparation of non-client facing...
Employment Type : Full-Time
An expanding financial advice group require a Paraplanner to join their team in Warwick. My clients offers a flexible working platform that supports progression with your career. Preparing pre-approval documentation prior to report writing Utilising technology to produce accurate solutions for clients Providing accurate, timely and compliant suitability reports Ensuring all advice documentation is compliant according to FCA guidelines Working wi...
Employment Type : Full-Time
About Us NJR Recruitment is pleased to be representing a small boutique wealth management firm in Harrogate who now have an excellent opportunity for an experienced Paraplanner to join their expanding technical team. As a Paraplanner you will be reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the Investment philosophy. You will be supported by their dynamic ...
Employment Type : Full-Time
We are currently looking for a Remote Paraplanner to join our clients, a highly successful and expanding practice in North Yorkshire. Our clients offer excellent career progression in a professional and friendly working environment. The successful candidate would ideally be Level 4 Diploma qualified or working towards, with 2 years of experience in providing support in a Financial Planning firm. The successful Paraplanner will be offered: Basic ...
Employment Type : Full-Time
Role and responsibilities We are recruiting an experienced, high calibre Paraplanner for this award winning financial planning who are looking or a paraplanner. They require someone who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability reports. The role will report to a paraplanning team leader, and the key areas of responsibility are as follows: ...
Employment Type : Full-Time
Reed Financial Services are representing a Chartered firm of Independent Financial Planners. Based in Birmingham, this Paraplanner role will act to support the Financial Planner by carrying out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability reports. A working knowledge of pre- and post-retirement planning, investments and t...
Employment Type : Full-Time
Job Title: Paraplanner Location: Chelmsford Salary: 35,000 - 45,000 A well-established, Financial Planning practice based in Chelmsford is looking for a dedicated professional to join their growing team. The team are passionate about delivering exceptional service and building long-term relationships. With a technical back-office team, this role would suit someone who is diploma qualified and wishes to test their technical knowledge within an es...
Employment Type : Full-Time
Our client are seeking a talented, qualified paraplanner to join their existing support team. You will be joining a small, dedicated team of paraplanners providing support to the firm's advisers who provide lump sum investment advice, financial planning for later life, and inheritance tax planning. Applications are invited only from Level 4 qualified industry professionals with a minimum of 3 years' relevant paraplanning experience. Responsibili...
Employment Type : Full-Time
Paraplanner - Wakefield area - 35,000 - 42,000 An established Financial Advisory practice who provides bespoke solutions to clients are looking to recruit a Paraplanner to provide technical support to a small team of Advisors. The role will provide an opportunity to be involved in research, analysis and reporting on tailor made client solutions which will involve diverse and interesting projects Working in a friendly stable office environment th...