Employment Type : Full-Time
Paraplanner (Open to Administrators with suitability report writing experience) Hybrid Manchester Progression potential Up to 40,000 Are you a Paraplanner with 1 years’ experience looking to take the next step in your career? Do you have experience in paraplanning, ideally with exposure to a structured and client-focused environment? If so, this opportunity could be a great fit for you! Level 4 Diploma or working towards it is desirable, SJP exp...
Employment Type : Full-Time
Hybrid Paraplanner Salary - up to 45k Location: Worthing or Crawley, with hybrid working options Are you a Level 4 Paraplanner with a few years under your belt looking for a new opportunity? Join my client's team where they integrate financial and tax advice to offer comprehensive wealth management solutions. This role offers the opportunity to work closely with our Financial Advisers and Sales Support teams, contributing significantly to o...
Employment Type : Full-Time
Hybrid Paraplanner Salary - up to 45k Location: Worthing or Crawley, with hybrid working options Are you a Level 4 Paraplanner with a few years under your belt looking for a new opportunity? Join my client's team where they integrate financial and tax advice to offer comprehensive wealth management solutions. This role offers the opportunity to work closely with our Financial Advisers and Sales Support teams, contributing significantly to o...
Employment Type : Full-Time
Are you an experienced Paraplanner looking to take your career to the next level? Join a firm that values expertise, innovation, and professional growth. This is an exciting opportunity to work within a leading independent wealth management firm, where you’ll support highly qualified Financial Advisers in delivering tailored financial planning solutions to a diverse client base. Salary up to 45,000 This full-time, permanent role offers hybrid wo...
Employment Type : Full-Time
Location: Hitchin Salary: c 40,000 Benefits We are recruiting for this highly regarded IFA practice who are looking to expand their paraplanning team. The paraplanners have the responsibility of being the initial contact for all client queries The Paraplanner’s role is to provide a high level of support to the advisers in their position of advising the clients. The main duties of this role are as follows: As a paraplanner you would: Book client ...
Employment Type : Full-Time
A Paraplanner is required to provide comprehensive technical support to the Financial Planning team, ensuring high-quality service and advice for clients in the financial services sector. Client Details Our client is a well-established, small organisation specialising in financial services. They have a strong reputation in the industry for delivering tailored financial solutions to their clients. Description Provide technical support to the Fina...
Employment Type : Full-Time
Paraplanner Experienced Paraplanner required by a growing wealth management company in Edinburgh, to provide technical support to a team of financial planners. This firm provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments, and protection. Responsibilities include: Working closely with the Financial Planners, to offer tailored solutions to clients P...
Employment Type : Full-Time
We have a new opportunity for a Paraplanner to join our clients based in Central London. The role will involve liaising with advisers, providers and office staff to promote the company’s services to the highest standards of compliance with current FCA regulations. The role may also include assisting the investment management team in research and execution of suitable investments for clients. Responsibilities: - Prepare, complete and deliver repo...
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice based in Bishops Stortford who are looking to recruit a Paraplanner. Location: Bishops Stortford (Office based, post probation - 1 wfh day per week) Hours: Full-time (Mon-Fri) 9am - 5:30pm Overview The paraplanning team consists of paraplanners, administration staff and trainee advisers. Some of the team are split into pods (smaller sub-teams) and others have a centrallised approach t...
Employment Type : Full-Time
Recruit UK is looking for a Paraplanner to join a thriving IFA firm based in Cardiff. This firm offers a wide range of retirement, investment, IHT and business protectin solutions to their loyal clients. They are committed to providing a high standard of best practie and a level of excellence within their independent financial advice. This role is within the Wealth arm of an accountancy firm with clients across South Wales. Role Overview As a Pa...