Employment Type : Full-Time
Home based Paraplanner - Basic to 60,000k Disc Bonus, Full Benefits A high quality Financial Planning Practice is looking for an additional Paraplanner to join their business. Working within an established Financial Planning team, key responsibility will be to actively support a Director and the Clients. Duties will include Technical support, Client relationship management, meeting preparation, cash flow modelling, report writing and research. 3...
Employment Type : Full-Time
Paraplanner - Top National Financial Planners - 100% Remote, anywhere in UK up to 47,000 Bonus Benefits We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working alongside a Senior Partner and their UHNW clients. 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 hap...
Employment Type : Full-Time
Paraplanner - Top National Financial Planners - 100% Remote, anywhere in UK up to 47,000 Bonus Benefits We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working alongside a Senior Partner and their UHNW clients. 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 hap...
Employment Type : Full-Time
Paraplanner - Top National Financial Planners - 100% Remote, anywhere in UK up to 47,000 Bonus Benefits We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working alongside a Senior Partner and their UHNW clients. 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 hap...
Employment Type : Full-Time
Paraplanner - Top National Financial Planners - 100% Remote, anywhere in UK up to 47,000 Bonus Benefits We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working alongside a Senior Partner and their UHNW clients. 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 hap...
Employment Type : Full-Time
Blakemore Recruitment are proudly assisting an award-winning, well respected and long established wealth management firm recruit for a diploma qualified Paraplanner with 5 years experience to join their expanding team. This role can be home-based or hybrid working. They provide a wide range of services to their clients such as financial planning, pension planning, investment advice, inheritance tax planning, protection planning and corporate pla...
Employment Type : Full-Time
Our client, a prestigious and award winning firm of financial planners in Manchester are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis. Working from home or out of prestigious offices (home working available), 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 letter...
Employment Type : Full-Time
My client is an Independent Financial Advisory firm based in Harrogate providing Financial Advice to both individuals and businesses surrounding Pensions, Investments, Retirement Planning, Tax, Trusts and Life & Health Insurance. We are seeking an experienced Paraplanner to join the exiting Paraplanning and Administrative teams, specifically you will be responsible for: Providing administrative support in the preparation of non-client facing...
Employment Type : Full-Time
We are partnered with a chartered firm of financial planners to appoint a diploma qualified paraplanner to join the team on a permanent basis. With a client bank of HNW private cliental, this role offers an experienced paraplanner a real opportunity to act as an integral member of the team. Duties & responsibilities (not limited to): Providing technical support to financial planners Attending client meetings (when required) Extensive product...
Employment Type : Full-Time
BENEFITS: Death in Service Pension Scheme - employer will match the employee contribution 25 days annual leave an additional day on Christmas Eve Annual bonus of up to 7.5% of salary Our Client is a well-established, boutique firm of Chartered Financial Planners based in the Heart of Manchester City Centre. Offering Whole of Market Financial Planning, our Client are an incredibly successful and very profitable business with fantastic staff reten...