Employment Type : Full-Time
Paraplanner - Top National Financial Planners - Manchester (Hybrid, 2 days per week in office minimum) up to 55,000 Bonus Benefits We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working alongside oneof their most senior Partners and their UHNW client book. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexi...
Employment Type : Full-Time
One of the UK's largest and most successful investment / wealth management firms which specialise in providing true holistic financial advice to HNW & UHNW clients are looking to recruit a paraplanner to work out of their London office (hybrid working available). In this role you will work very closely with financial planners in providing complex wealth management solutions to HNW and UHNW clients, conducting technical research and preparing...
Employment Type : Full-Time
Paraplanner Up to 42,000 per annum benefits Chippenham, Wiltshire Permanent Do you enjoy meticulous work and helping people achieve their financial goals? We are seeking a highly motivated Paraplanner to join a growing Client Services team. You will play a vital role in ensuring my clients' Financial Advisers deliver the highest quality client advice. The role: Prepare comprehensive Suitability Reports to support client consultations. Conduct th...
Employment Type : Full-Time
Job Title: Paraplanner Salary: 35,000 - 45,000 Location: Lincolnshire We currently have a great Paraplanning opportunity within a reputable, growing Financial Planning practise. They are searching for an experienced Paraplanner to join their team that delivers holistic financial planning to their clients. They provide advice on a variety of areas including investments, pensions, protection, insurance, tax and trusts. The successful person will p...
Employment Type : Full-Time
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are offering up to 4 days a week working from home, with one day each week working from their London office. Their current requirement is for an experienced Paraplanner to join the busine...
Employment Type : Full-Time
A market leading Investments Managers continues to grow their Wealth Planning offering and now requires an additional, experienced Paraplanner to join their fast growing team. My client can offer a route into an advisory role although would need to comfortable working in a paraplanning capacity of two years. Reporting to the Head of Wealth Planning, the Paraplanner is responsible for administration of the financial advisory offering. The role ho...
Employment Type : Full-Time
Our client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for providing support to the firm’s advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made. Role Responsibilities: Liaising with advisers as appropriate Making sure any updat...
Employment Type : Full-Time
We are seeking a paraplanner to join their growing Paraplanning Department to work closely with Financial Planners and produce competent suitability reports. We offer the right candidates the opportunity to work closely with our Investment Committee or to develop into Financial Planner roles, should that be their ultimate career objective. What are the progression routes? The team can offer a clear route to advising (currently 7 advisers are for...
Employment Type : Full-Time
Are you a Paraplanner in Newcastle looking to join one of the leading firms in the UK? We are very excited to announce an incredible opportunity for a paraplanner to our clients amazing Paraplanning team. A forward-thinking firm, who are making some amazing steps forward in the profession within the UK. If you are an experienced Paraplanning professional with a passion for financial planning, we would love to hear from you! What you'll be doing:...
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice in Worthing 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 stages ...