Employment Type : Full-Time
A rapidly expanding regional IFA firm in Manchester are looking to recruit an additional paraplanner. With seven advisers and impressive plans for growth, there is an unrivalled opportunity to join a firm that has been around for five years and is looking to position itself as a market leader. They operate with HNW and UHNW clients and as such you will be exposed to more complex client matters. Package You will receive excellent salary ( 30k- 55...
Employment Type : Full-Time
Paraplanner, West Sussex (hybrid working). 40,000- 48,000 plus excellent benefits. Very well established award winning Chartered Financial Planning firm with an excellent reputation within the industry, is looking for an experienced Paraplanner. They provide independent financial planning and investment advice to a wide range of individual and corporate clients, predominantly HNW. 2 days a week in the office. The role: Working closely with 1/2 A...
Employment Type : Full-Time
Paraplanner Essex based with hybrid working Up to 45,000 If you're an experienced paraplanner looking for a competitive salary within a welcoming, holistic financial planning firm, then this may be for you! The firm is looking for a level four qualified paraplanner and is keen to support candidates in continuing their exams to the chartered level. The Firm The business are a smaller sized IFA practice that have been operating for over twenty yea...
Employment Type : Full-Time
A Chartered Financial Planning firm in Altrincham are looking for a remote or hybrid paraplanner to join their team. They have been established for over 15 years now and have almost 1bn in AUM, with a fullly developed paraplanning function and team. There is the potential for the right indivdidual to move into an Advice role in the future. Package You will receive excellent salary ( 35k- 45k) and executive benefits The company A rapidly expandin...
Employment Type : Full-Time
This energetic and expanding Wealth Management firm seeks a skilled Paraplanner who is looking to further their career within an innovative firm. This role will allow you to work within the Advisory team who deal with HNW clients who require holistic solutions. You will conduct detailed research and produce reports in line with the agreed areas of advice. You will be involved in client management and the advice process and you will receive first...
Employment Type : Full-Time
This energetic and expanding Wealth Management firm seeks a skilled Paraplanner who is looking to further their career within an innovative firm. This role will allow you to work within the Advisory team who deal with HNW clients who require holistic solutions. You will conduct detailed research and produce reports in line with the agreed areas of advice. You will be involved in client management and the advice process and you will receive first...
Employment Type : Full-Time
Paraplanner, Harrogate, Salary up to 50,000 (dependent upon experience), parking and excellent benefits Are you a Harrogate based Paraplanner looking for your next career move? Are you looking for an opportunity to progress your career within the Financial Services industry? Are you an experienced Paraplanner, not necessarily Diploma qualified right not but happy to be supported with study time and paid exams for the future? Then this could be a...
Employment Type : Full-Time
Paraplanner Bristol area Hybrid working Up to 35k This role is best suited too candidates who have experience as a Paraplanner or an IFA Administrator with experience writing basic annual review reports. Level 4 Diploma or working towards is desirable. Progression potential to an Advisory role going forward. Hybrid working after probation. Salary up to 35k. The Business The business is a directly authorised Independent Financial Advisory firm wh...
Employment Type : Full-Time
Our client is a national IFA firm who are looking for a detail-oriented Paraplanner to join their team. In this role, you will provide critical support to Financial Advisers and Administrators by delivering high-quality, compliant client service. You’ll play a pivotal role in the advisory process by conducting research, drafting & reviewing reports, and ensuring clients receive exceptional service in line with our values and regulatory stand...
Employment Type : Full-Time
Our client is a national IFA firm who are looking for a detail-oriented Paraplanner to join their team. In this role, you will provide critical support to Financial Advisers and Administrators by delivering high-quality, compliant client service. You’ll play a pivotal role in the advisory process by conducting research, drafting & reviewing reports, and ensuring clients receive exceptional service in line with our values and regulatory stand...