Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice in Worthing who are looking to recruit a Paraplanner to join their team. The company provides an integrated financial and tax advice service. Their experienced financial advisers work very closely with their professional tax advisers to provide a fully comprehensive wealth management solution. They work with individuals, business owners and professionals throughout the various stages ...
Employment Type : Full-Time
Are you an experienced paraplanner / financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities? Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team. The successful ...
Employment Type : Full-Time
Paraplanner - Tyne and Wear A fantastic opportunity has arisen for a highly experienced Paraplanner to join a well-established Financial Planning practice with an unrivalled history of providing Independent Financial Advice to a wide range of clients throughout the UK. Over the years the Company's personal approach to financial planning has helped both clients and the Company to prosper. Due to continued expansion, they have an opportunity to we...
Employment Type : Full-Time
Paraplanner, Hybrid, Wirral, Up to 45k This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. The Business The business is a fast-growing and well-estab...
Employment Type : Full-Time
Reed Financial Services are representing a Chartered firm of Independent Financial Planners. Based in Birmingham, this Paraplanner role will act to support the Financial Planner by carrying out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability reports. A working knowledge of pre- and post-retirement planning, investments and t...
Employment Type : Full-Time
We are currently recruiting for a highly regarded Financial Planning practice in Milton Keynes that are looking to recruit a Paraplanner. They are ideally looking for someone who has 2 years of experience within a Paraplanning role. Also, they are looking for this candidate to be diploma qualified. You will be able to provide day to day product and technical support to the business and our advisers, produce accurate, compliant, technical suitabi...
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice who are looking to recruit a Level 4 Diploma Qualified Paraplanner to join their team in their Aylesbury office. This role offers hybrid working. Role The role will report to the Head of Paraplanning, and the key areas of the role are as follows: Analyse client information and existing investments/plans Tax calculations (IHT/CGT/bonds etc) Construct appropriate solutions for clients i...
Employment Type : Full-Time
Job Title: Paraplanner Industry: Financial Planning Location: Market Harborough Salary: 35,000 - 42,000 Job Reference: 9422 Job Description: Recruit UK is working on an excellent opportunity for a Paraplanner in the Midlands to join an Independent Financial Advice practice. This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailoring their services to the client a...
Employment Type : Full-Time
We are currently working with a National Wealth Management Firm, who is now seeking an experienced and talented Paraplanner to join their team based in East Malling This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well re...
Employment Type : Full-Time
Job Title: Paraplanner Industry: Financial Planning Location: Birmingham - Hybrid working Salary: 30,000 - 42,000 Job Reference: 9422 Job Description: Recruit UK is working on an excellent opportunity for a Paraplanner in the Midlands to join an Independent Financial Advice practice. This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailoring their services to th...