Employment Type : Full-Time
As a Paraplanner at WTW, you will collaborate closely with Advisers to support them in developing comprehensive financial plans for individual clients, covering both pension and non-pension assets. Your primary responsibilities will include producing high-quality reports and assisting the administration team as needed. The Role Drafting compliant suitability reports using templates where applicable. Preparing client portfolio review analysis. Co...
Employment Type : Full-Time
Paraplanner AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits...
Employment Type : Full-Time
Paraplanner (IFA) - Crawley Salary: 40,000 - 45,000 DOE Great company benefits Hours: Monday - Friday, 9:00 AM - 5:30 PM Location: Crawley (Hybrid working available after training) Perks: Free onsite parking Are you an experienced Level 4 Diploma qualified Paraplanner looking to join a forward-thinking and expanding wealth management organisation? This is an excellent opportunity to work within a modern, professional, and supportive environment,...
Employment Type : Full-Time
Our clients are a highly successful Chartered Wealth Management firm based in St Albans who require a technical Senior Paraplanner to join the team. They have several offices based in region. Going from strength to strength you will be joining a brilliant small team helping to mentor and train on occassion junior members of the team. They provide independent financial advice, planning and guidance to individuals, as well as supporting corporate ...
Employment Type : Full-Time
Our client, based in West Sussex provides an integrated financial, fully comprehensive wealth management solutions to individuals, business owners and professionals throughout the various stages of life. This is a fantastic opportunity whether it be a lifetime Paraplanner/Technical Administrator or a candidate looking for progression into other areas. They are offering: A competitive salary Working in a relaxed, friendly, modern environment Long...
Employment Type : Full-Time
A fantastic opportunity has arisen to join a highly successful firm of Financial Advisors placed in beautiful surrounding just outside of town providing Paraplanning Support. Ideally, they are looking for a paraplanner - but are also open to a junior dependent on ability and current experience - someone who has :- Recent IFA paraplanning experience or for a junior, with strong financial services administration experience Level 4 qualified or evi...
Employment Type : Full-Time
Our client has been providing independent financial advice to individual and corporate clients since 1990’s. Due to on going success require a further Paraplanner. This is an amazing opportunity to join a truly dynamic team. Role and Responsibilities Responsible for all paperwork, meeting preparation and activities for a dedicated list of private clients. To provide research support and solutions to the Financial Planning team. Preparation of co...
Employment Type : Full-Time
Paraplanner (IFA) - Worthing Salary: 40,000 - 45,000 DOE Great company benefits Hours: Monday - Friday, 9:00 AM - 5:30 PM Location: Worthing (Hybrid working available after training) Perks: Free onsite parking Are you an experienced Level 4 Diploma qualified Paraplanner looking to join a forward-thinking and expanding wealth management organisation? This is an excellent opportunity to work within a modern, professional, and supportive environmen...
Employment Type : Full-Time
Our client has been providing independent financial advice to individual and corporate clients since 1990’s. Due to on going success require a further Paraplanner. This is an amazing opportunity to join a truly dynamic team. Role and Responsibilities Responsible for all paperwork, meeting preparation and activities for a dedicated list of private clients. To provide research support and solutions to the Financial Planning team. Preparation of co...
Employment Type : Full-Time
Our client a reputable and long-established financial planning firm are currently expanding their team due to ongoing growth and success. They are actively seeking an experienced and dedicated Paraplanner. This is an exciting opportunity for a detail-oriented professional to contribute meaningfully to a supportive and collaborative environment. Key Responsibilities: Research: Conduct thorough research on financial products, funds, and new or exi...