Employment Type : Full-Time
A successful SJP Practice based near Eastbourne is looking for a highly skilled and motivated Senior Paraplanner to join their dynamic team. This role offers an excellent opportunity to provide expert financial planning services to clients with diverse needs, including intergenerational wealth transfers, school fees planning, retirement strategies, and property financing. The firm manages client portfolios ranging from 50k to 10 million in Asset...
Employment Type : Full-Time
Our client has been established for 30 years and now has a team of 14 advisors throughout the UK. Due to success need a hybrid Paraplanner to support their London office. The Paraplanners play a key role within the advisory service by reviewing, analysing and preparing compliant recommendations for clients, enabling Financial Planners to provide an outstanding level of service to clients. As such, would expect paraplanners to be able to research...
Employment Type : Full-Time
Senior Paraplanner - London Our client, a growing successful financial services company is looking for a talented Paraplanner to join their team. This role is 2/3 days in the office/home Competitive salary Bonus Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, concise and achievable when comp...
Employment Type : Full-Time
Our client, an award winning firm of financial planners in Stockport are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis. Working from home and of prestigious offices, you will be an integral part of the firm’s technical function. Working closely with the advisers, duties and responsibilities will include: Writing and tailoring high quality suitability letters based on consultation with the Adviser Att...
Employment Type : Full-Time
We have a fantastic vacancy for a Paraplanner our client based in Marlborough, Wiltshire. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with the Financial Planners by providing technical support in the process of servicing Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed resea...
Employment Type : Full-Time
with great list of benefits below My Client, based in the heart of central London is a growing and ambitious boutique independent firm providing financial planning and investment management to their Private Clients, their families, businesses, and charities. Due to their success, they are looking to offer this excellent opportunity to an established and experienced Diploma Qualified Paraplanner to join the team . Opportunity Highlights ** Provid...
Employment Type : Full-Time
My client is a well - established and highly successful Wealth Management SJP Partner based in London and they are actively looking to recruit a talented Paraplanner to assist their Advisors as they offer financial services and advice to their clients. The role offers a hybrid working pattern, competitive benefits package and a salary up to 45k As a paraplanner, you will be supporting an advisor/partner with recommendations and producing suitabi...
Employment Type : Full-Time
(Hybrid working - 2 days in the Office) We are currently recruiting for a Paraplanner that has circa 1 years plus experience in a similar role, for a long-standing client based near Cramlington. They have provided straightforward independent financial advice for many years in the Tyne and Wear area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new busine...
Employment Type : Full-Time
NEW to market Our client is a successful local Sussex based IFA business and they are currently looking for an experienced Paraplanner to join their team The client is happy to offer 2 days from home and 3 days in the office We need ideally fully qualified experienced Paraplanners who have ideally worked in an IFA environment You will be in a team supporting a successful IFA The client is happy to pay circa 38-46000 dependent on experience and q...
Employment Type : Full-Time
NEW to market Our client is a successful local Sussex based IFA business and they are currently looking for an experienced Paraplanner to join their team The client is happy to offer 2 days from home and 3 days in the office We need ideally fully qualified experienced Paraplanners who have ideally worked in an IFA environment You will be in a team supporting a successful IFA The client is happy to pay circa 38-46000 dependent on experience and q...