Employment Type : Full-Time
Paraplanner Leeds c. 40,000, plus bonus and benefits Duties and responsibilities include: Prepare Financial Plans, Suitability Reports and Letters. Cash flow modelling and forecasting. Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection. Assist with client meetings when required, including note taking and follow up any actions as required...
Employment Type : Full-Time
We are currently recruiting for a highly regarded Financial Planning practice in Milton Keynes that are looking to recruit a Paraplanner. They are ideally looking for someone who has 2 years of experience within a Paraplanning role. Also, they are looking for this candidate to be diploma qualified. You will be able to provide day to day product and technical support to the business and our advisers, produce accurate, compliant, technical suitabi...
Employment Type : Full-Time
Paraplanner - Wealth Management London Salary to 60,000 dependent on your experience and qualifications, full benefits package and bonuses. This award winning Wealth Management Firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients, they are looking for an experienced paraplanner to join the team. Responsibilities Provide complex and comprehensive paraplanning support to Financial Planners working with clie...
Employment Type : Full-Time
Job Advert: Paraplanner Location: Belfast About the Employer: Our client is a global leader in wealth management & Private Banking, renowned for delivering bespoke financial solutions to high-net-worth and ultra-high-net-worth clients. With over a century of experience, the organisation is committed to excellence, innovation, and client-centricity, offering tailored solutions that empower clients to achieve their financial aspirations. The O...
Employment Type : Full-Time
Location: Saffron Walden Salary: c 45,000 Benefits We are recruiting for this highly regarded IFA practice who are looking to expand their paraplanning team. The paraplanners have the responsibility of being the initial contact for all client queries As a paraplanner you would: Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process Managing and maintaining a precise re...
Employment Type : Full-Time
Paraplanner Bradford c. 50,000 package Our client is an expanding professional Financial Services firm with a wealth of experience in providing fully independent advice on pensions, investments, tax and wealth management for individuals and businesses. As a company they very much pride themselves in offering an expert and personal service for their clients. Main Duties: You will be working alongside another paraplanner and providing full parapla...
Employment Type : Full-Time
Paraplanner York c. 50,000 package Our client is an expanding professional Financial Services firm with a wealth of experience in providing fully independent advice on pensions, investments, tax and wealth management for individuals and businesses. As a company they very much pride themselves in offering an expert and personal service for their clients. Main Duties: You will be working alongside another paraplanner and providing full paraplannin...
Employment Type : Full-Time
Paraplanner York c. 40,000 plus benefits and excellent annual bonus scheme Our client is an expanding professional Financial Services firm with a wealth of experience in providing fully independent advice on pensions, investments, tax and wealth management for individuals and businesses. As a company they very much pride themselves in offering an expert and personal service for their clients. Main Duties: You will be working alongside another pa...
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
OPEN TO REMOTE BASED CANDIDATES WHO COULD BE IN THE YORKSHIRE OFFICE TWICE A MONTH Our client, a growing wealth management firm, are looking for a Paraplanner to join the business. The ideal candidate will have excellent organisational skills, be proficient in report writing, and possess a strong administrative background within the financial services sector. Key Responsibilities: Providing ongoing paraplanning support to the advisers and techni...