Employment Type : Full-Time
Our Client provides a unique and modern approach to Financial Planning for HNW individuals and the Employee Benefits market. Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our Client is commitment to providing high levels of professionalism to clients and employees alike. An exciting opportunity is now available for an ambitious Trainee Paraplanner to form part of their team. The successful Candidate will ...
Employment Type : Full-Time
Job Title: Junior Paraplanner (Technical Adviser Support) Location: Manchester City Centre Salary: 30,000 - 36,000 (depending on experience) Company Overview: Our client company is a well established firm of Independent Financial Advisors based in Manchester City Centre. They are a majority employee-owned business, committed to offering outstanding career opportunities and development. In 2007, they became one of the first firms in the UK to be ...
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 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...
Employment Type : Full-Time
Job Title: Paraplanner Location: City of London Salary: Up to 50,000 per annum (dependent on experience and education) About The Firm: Our client is an independent financial advisory firm based in the City of London near Liverpool Street Station, dedicated to providing exceptional financial planning and investment advice to our diverse clientele. Our team is passionate about delivering tailored solutions that help our clients achieve their finan...
Employment Type : Full-Time
Paraplanner South of Bristol Office based role Up to 45k This role is best suited to those with 2 years’ experience within Paraplanning. The company is also open to speaking to senior administrators or junior paraplanners with report writing experience. You will have the opportunity to speak to clients and attend meetings in the future, allowing progression potential. Working towards or having achieved Level 4 diploma is a preference. Salary up ...
Employment Type : Full-Time
About The Firm: Our client is an independent financial advisory firm based in Bishops Stortford dedicated to providing exceptional financial planning and investment advice to our diverse clientele. Their team is passionate about delivering tailored solutions that help their clients achieve their financial goals. Role Overview: We are seeking a skilled and motivated Paraplanner to join our client’s dynamic team. The successful candidate will play...
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
We are recruiting for this well regarded financial planner who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role. Strong IT skills (preferably with experience using experience of IO and Excel desirable). Excellent atte...
Employment Type : Full-Time
A Financial Planning firm located in Walton-on-Thames 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 traditiona...