Employment Type : Full-Time
BRAND NEW ROLE: Fully Remote Role - Senior Paraplanner c. 60k (negotiable for the right candidate) Chartered IFA Firm Definitive route to Adviser in 12 - 24 months One day per week in Berkshire office My client are a boutique Chartered IFA based in Berkshire whom I have met twice and placed 7 members of staff with. They have an excellent reputation providing the highest levels of financial advice to HNW & UHNW private individuals who are Cit...
Employment Type : Full-Time
Are you an experienced Paraplanner with a passion for working on high-net-worth cases? Looking for a role that offers a clear and exciting route to becoming an Adviser in 12-24 months? If so, this is the opportunity you've been waiting for! We are working with a prestigious Chartered IFA firm based in Berkshire, known for delivering the highest levels of financial advice to HNW & UHNW clients across London and the South. The business is grow...
Employment Type : Full-Time
Paraplanner Birmingham (North East outskirts of City Centre) 30,000 - 40,000 depending upon experience Are you an experienced Paraplanner who is now considering your next move? Would you like to work in a truly collaborative, technical environment where you are part of the whole process - including full research, bespoke reports and cash flow modelling? Would you like to work for an independent practice where you can use your extensive technical...
Employment Type : Full-Time
Paraplanner - Route to Adviser Client facing role - work on a 1-2-1 basis with Chartered Adviser Offices near Horsham (Sussex) Boutique IFA with 400 clients 35k - 50k depending on experience plus discretionary bonus My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their curre...
Employment Type : Full-Time
Paraplanner - Route to Adviser Client facing role - work on a 1-2-1 basis with Chartered Adviser Offices near Horsham (Sussex) Boutique IFA with 400 clients 35k - 50k depending on experience plus discretionary bonus My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their curre...
Employment Type : Full-Time
BRAND NEW ROLE: Fully Remote Role - Senior Paraplanner c. 60k (negotiable for the right candidate) Chartered IFA Firm Route to Adviser role in 12 - 24 months ***Must want to be an adviser*** One day per week in Berkshire office My client are a boutique Chartered IFA based in Berkshire whom I have met twice and placed 7 members of staff with. They have an excellent reputation providing the highest levels of financial advice to HNW & UHNW priv...
Employment Type : Full-Time
Excellent career opportunity, hybrid working, training and support , very generous holidays, Christmas Close, Birthday off work, study if required. Excellent opportunity to join a well-respected boutique independent Chartered Financial Planning business based in the Horsham area where you will have the opportunity to work closely with the Director across whole of market advice. Established over 20 years ago, Clients are all HNW and advice is pro...
Employment Type : Full-Time
City of London office with flexible working options 30k- 35k basic salary plus discretionary bonus My client is a boutique independent wealth planning firm based in the City of London, offering whole-of-market financial advice to high-net-worth retirees, accumulators, local families, and SME owners across Sussex. The firm currently manages the affairs of 200 clients, with assets ranging from smaller cases to portfolios exceeding 1 million. Their...
Employment Type : Full-Time
BRAND NEW ROLE Fully Remote Role - Senior Paraplanner 60k (negotiable for the right candidate) Chartered IFA Firm Definitive route to Adviser in 12 - 24 months One day per week in Berkshire office My client are a boutique Chartered IFA based in Berkshire whom I have met twice and placed 7 members of staff with. They have an excellent reputation providing the highest levels of financial advice to HNW & UHNW private individuals who are City pr...
Employment Type : Full-Time
Exciting New Opportunity for Senior Paraplanner Location: Fully Remote (must live within 45 minutes of Newbury) Salary: c. 60k (negotiable for the right candidate) bonuses Chartered IFA Firm | Route to Adviser in 12-24 months Are you a highly skilled Paraplanner looking to fast-track your career towards becoming a Financial Adviser? This brand-new, fully remote role with a boutique Chartered IFA firm could be the perfect opportunity to take your...