Employment Type : Full-Time
"I've gone as far as I can" The number one reason people move jobs? They've stopped learning. And that's because a lot of people and by extension firms think short-term. And when they think short-term they don't think about their employee's ambitions. Their futures. How they'll progress and get better. It's all about the here and now. And that leads to people feeling unfulfilled. Bored even. They've gone as far as they can. Not here. T...
Employment Type : Full-Time
Job Title: Paraplanner Our Client: Our clients purpose is to revolutionise retirement planning with a burst of energy and a dash of the extraordinary. They craft bold, personalised, lifestyle financial plans with passion, purpose, and a hint of rebellion to transform your retirement dreams into reality. Dare to be different with them... Package Details: The successful candidate will receive a Salary of up to 47,000 Per Annum Other benefits inclu...
Employment Type : Full-Time
Paraplanner Stockport Salary up to 40,000(Experience dependant) Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent promotions an excellent opportunity has become available for an aspiring Paraplanner to join their organisation. The successful candidate wil...
Employment Type : Full-Time
Our Client, an established firm of Financial Planners form part of St James Place. They are now looking to recruit a Paraplanner to join their team. This individual will provide technical support to the Advisors and Directors in informing and advising on financial planning factor, and on utilising suitable plans and products. They will also organize the reports and illustrations in a timely and accurate manner. This is truly an exciting opportun...
Employment Type : Full-Time
A long established, successful Wealth Management firm in Southport are looking for a paraplanner to join their team. The practice have recently purchased a local firm in the region and as such are looking to add technical expertise to grow their existing team. With a focus on HNW and UHNW clients, you will have experience of major systems such as IO, Dynamic Planner etc.. but training will be provided as required. Package Excellent salary, study...
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
Calling all Paraplanners in and around the South Yorkshire area... We are working with one of the UK's fastest growing IFA businesses - due to that growth they require a further Paraplanner to join their South Yorkshire office.?? You will work closely with Advisers and provide crucial support and client care such as: Conducting research Producing illustrations Report writing Producing analysis of products and panels Working within best advice pr...
Employment Type : Full-Time
A leading regional Wealth Management practice in Wrexham are looking to recruit a paraplanner to their technical team. With around 50 employees in total, they are a true success story in the region and one of the leading firms nationally in the group they are part of. Working on a work flow basis with the Advisers and Directors, they fully support all technical staff in attaining Diploma and Chartered status. Package You will receive excellent s...
Employment Type : Full-Time
Our client, an award winning firm of financial planners in York are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis. Working from home and out of their offices, you will be an integral part of the firm’s technical function. Working closely with the advisers, duties and responsibilities will include: Writing and tailoring high quality suitability letters based on consultation with the Adviser Attending ...
Employment Type : Full-Time
Job Title: Experienced Paraplanner Salary: 35,000 - 42,000 Location: Nottingham We have an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry. Working with both Personal and Corporate clients they handle a diverse range of case types including Pensions, Investments, Protection, IHT, Estate Planning, Trusts, Group Risk and Employee Benefits. This role is...