Employment Type : Full-Time
The Company: A regionally renowned and very well-established wealth management firm looking to add a Trainee Paraplanner into their technical team. An excellent opportunity for someone to move away from administration and step into a pure paraplanning team/role, further developing their technical skills and awareness on a practical, case management level. Office Location: Sheffield Hybrid/Home Working: Majority office-based, with 1-day p/w WFH P...
Employment Type : Full-Time
A really exciting opportunity has arisen for a Trainee Paraplanner within this exciting large IFA business. 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 Working 1-2-1 with one of the Directors in the business D...
Employment Type : Full-Time
Trainee Chartered Paraplanner - Up to 32,000 - Glasgow with Hybrid working An Independent Financial Advisers in Glasgow are offering a unique opportunity to work towards becoming a Chartered Paraplanner. Also, if your end goal is to give advice there is a longer term opportunity here to become a Chartered Financial Planner too. The business are happy either way. The development will begin almost immediately. Upon joining you'll get up to speed w...
Employment Type : Full-Time
Are you an experienced Financial Services Administrator/ Junior Paraplanner looking to join a firm committed to developing your technical skillset? We are looking to speak with experienced administrators/ junior paraplanners who are keen to develop their technical experience moving forward. Duties & responsibilities will include: (not limited to) Providing administrative & technical support to the Advisers To be the first point of contac...
Employment Type : Full-Time
A fantastic opportunity has arisen for an experienced IFA Administrator, looking to eventually progress into the role of Paraplanner to join a supportive and growing wealth management organisation based in Glasgow. In an office setting which enjoys excellent transport links both via rail and motorway, this organisation is looking to invest in your future by providing study support toward your diploma, as well as providing practical report writin...
Employment Type : Full-Time
We are working with a highly regarded and fast-growing Financial Planning organisation in the centre of Bristol to recruit a Junior Paraplanner. Our client is dedicated to providing first class financial planning & investment management services to clients across the UK. Their team of professional are committed to delivering personalised and strategic advice, ensuring that their clients achieve their financial goals. They foster a collaborat...
Employment Type : Full-Time
We are working with a very successful and fully independent Financial Planning practice in Cardiff to recruit a motivated Junior Paraplanner. Our client is an established name in the industry who are currently undergoing a period of sustained growth. Their team of professionals are committed to delivering personalised and strategic advice, ensuring that their clients achieve their financial goals. They foster a collaborative and supportive work ...
Employment Type : Full-Time
Due to continued growth, our client, a highly regarded and successful Financial Services business, requires 2 additional career Paraplanners, to work on a full-time basis. Whilst individuals must have some previous experience, Trainee Paraplanners with limited experience, are invited to apply. You’ll be office based near Gateshead and flexibility can be offered around working hours, with later start times and early finishes, alternative weeks. R...
Employment Type : Full-Time
Our Client and a professional, super successful and growing firm of Chartered & Independent Financial Planners who are now looking to recruit an additional member of the 'Paraplanning’ team. This is an incredibly rewarding job opportunity for someone ambitious and dedicated to progressing in this industry. Working as part of a wider team of Administrators, experienced Paraplanners & Financial Advisers the successful candidate will have g...
Employment Type : Full-Time
Our client is a well established independent financial planning practice who, due to their ongoing growth, have an excellent opportunity for an experienced IFA Administrator who wants to progress into paraplanning Working out of their offices based near Huddersfield, you will be supporting the Wealth Managers in preparing client financial plans and be involved throughout the process What's in it for you? 23 days bank holidays increasing with ser...