Employment Type : Full-Time
A really exciting opportunity has arisen for a Trainee Paraplanner within this exciting large IFA business based in Edinburgh. 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 Develop and maintain effective relatio...
Employment Type : Full-Time
A Financial Planning firm located in Oxford are looking to recruit a highly professional and competent individual to join their Paraplanning team. The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence. The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly p...
Employment Type : Full-Time
A Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team. The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence. The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a tra...
Employment Type : Full-Time
Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative and successful Financial Planning firm is keen to attract a dedicated and enthusiastic Administrator/ Junior Paraplanner to join their team. Based in state of the art offices, you will join an established team who provide support to experienced Advisors and Paraplanners. You will provide full support to the Consultants ensur...
Employment Type : Full-Time
(Hybrid working, Bonus, Study Support & Career Progression Plan) An excellent opportunity has risen for a very well-established Wealth Management firm with offices based near Borehamwood in Hertfordshire. Due to expansion and an internal promotion, they are now looking to take on a Junior Paraplanner within their team and offer them a clear career path. They have been providing high-quality financial and investment planning services to their...
Employment Type : Full-Time
Paraplanner - Remote working - Up to 45,000 An exciting opportunity has arisen for an experienced Paraplanner to join a leading IFA with offices across the UK. What’s on offer? 7% employer pension contribution 4xDIS varying bonus schemes PMI full financial support for industry qualifications The firm in question have been expanding rapidly and as business levels continually increase, they need to maintain a strong support system behind the finan...
Employment Type : Full-Time
Seeking an accomplished Paraplanner / Mortgage Administrator for a market leading Financial Services Brokerage - Genuine Long Term Prospects and Fantastic Working Environment Our client is leading Advisory business that offers expertise across the full spectrum of financial services including commercial finance, wealth management, mortgages, protection and financial planning. They are a family owned business that have continued to grow year on y...
Employment Type : Full-Time
Role: Paraplanner Location: The City, London Salary: Up to 50,000 This role can be 2-3 days a week in London, or at least 1 day a fortnight as a minimum. This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market lead...
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 Opportunity with path to Financial Planner position Are you an experienced Paraplanner ready to take the next step in your career? Join our client’s dynamic team and embark on a journey towards becoming a Financial Planner! Role Purpose: Collaborate with a team of Financial Planners and colleagues to prepare recommendations, produce suitability reports, and maintain client records. Promote our clients’ services professionally a...