Employment Type : Full-Time
Job Title: Paraplanner Location: City of London Salary: Up to 50,000 per annum (dependent on experience and education) About The Firm: Our client is an independent financial advisory firm based in the City of London near Liverpool Street Station, dedicated to providing exceptional financial planning and investment advice to our diverse clientele. Our team is passionate about delivering tailored solutions that help our clients achieve their finan...
Employment Type : Full-Time
Paraplanner South of Bristol Office based role Up to 45k This role is best suited to those with 2 years’ experience within Paraplanning. The company is also open to speaking to senior administrators or junior paraplanners with report writing experience. You will have the opportunity to speak to clients and attend meetings in the future, allowing progression potential. Working towards or having achieved Level 4 diploma is a preference. Salary up ...
Employment Type : Full-Time
Job Title: Paraplanner Job Type: Full-time Location: Reading (Caversham) Salary: Between 30,000- 35,000 depending on experience Job Description: We’re seeking an experienced Paraplanner to join our friendly and supportive team. In this role, you’ll play a vital part in assisting our employed Advisors. Your expertise in paraplanning is essential for success. This position will initially be fully remote, transitioning to a hybrid model in Spring 2...
Employment Type : Full-Time
Paraplanner / Trainee IFA Based Guildford outskirts Salary up to 45,000 Are you a part or fully qualified Paraplanner looking for a route to advice? Would you like to have the option to progress into an advisory role in the future, however the route isn’t available at your current company? If so, then we may have the role for you…. Company/Role information: Our client is an independent boutique firm with a very established client bank. This is a...
Employment Type : Full-Time
A really exciting opportunity has arisen for a Trainee Paraplanner within this exciting large IFA business based in Edinburgh. You must have some experience in the IFA Industry and be working towards your diploma in financial services. The role will involve: Report writing for a variety of financial services products including ISA's and pensions Platform work including switches on Quilter/Transact/Parmenion Develop and maintain effective relatio...
Employment Type : Full-Time
We are recruiting for this well regarded financial planner who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role. Strong IT skills (preferably with experience using experience of IO and Excel desirable). Excellent atte...
Employment Type : Full-Time
Job Advertisement: Junior Paraplanner (Fixed Term Contract) Location: Belfast Division: Financial Planning, International Private Bank Contract Type: 6-month Fixed Term Contract Salary: 35,000 - 45,000 pro rata (Negotiable) About the Role: Our client is the highly respected Financial Planning Division of an international Private Bank. They are currently seeking a motivated and detail-oriented Junior Paraplanner to join their Financial Planning t...
Employment Type : Full-Time
A Financial Planning firm located in Southampton are looking to recruit a highly professional and competent individual to join their Paraplanning team. The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence. The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional hig...
Employment Type : Full-Time
A Financial Planning firm located in Walton-on-Thames are looking to recruit a highly professional and competent individual to join their Paraplanning team. The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence. The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditiona...
Employment Type : Full-Time
We are seeking a motivated and detail-oriented Junior Paraplanner to join our dynamic financial planning team. The successful candidate will play a crucial role in supporting financial advisers by preparing comprehensive reports and assisting in the development of financial plans for clients. This position is ideal for individuals looking to build a career in financial services while honing their organisational and analytical skills. This role i...