Employment Type : Full-Time
NEW to market Our client is a successful local IFA business and they are currently looking for an experienced Paraplanner to join their team based in Horsham We need a fully qualified experienced Paraplanner who has ideally worked in an IFA firm You will be supporting a successful adviser The client is happy to pay circa 40-45000 maybe more dependent on experience and qualifications They will even consider 4 days epr week and 2 from home There i...
Employment Type : Full-Time
I am currently working on aparaplannervacancy at a leading financial planning firm in London. This is a position within a well-established and stable team, and you’ll need to be able to hit the ground running. They have recently gone through a full software upgrade and are undergoing movement across to a new panel. The reason for the vacancy is the growth of the business and the productivity of advisers has led to a need in the paraplanning team...
Employment Type : Full-Time
Job Title: Paraplanner Location: Near Fenchurch Street Tube Station, London Salary: 40,000 per year monthly bonus Start Date: Immediate Role Overview: We are seeking an experienced and driven professional to manage a growing team within a dynamic financial services company. The role involves ensuring team efficiency, supporting junior members, and liaising with senior management to maintain high service standards. You will also have hands-on res...
Employment Type : Full-Time
IFA Paraplanner 38,000 to 45,000 plus benefits Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM. Working in office based or hybrid your role will focus on - technical support assist with compilation of advice report writing research client communications com...
Employment Type : Full-Time
IFA Paraplanner 38,000 to 45,000 plus benefits Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM. Working in office based or hybrid your role will focus on - technical support assist with compilation of advice report writing research client communications com...
Employment Type : Full-Time
Paraplanner 34,000 to 40,000 plus benefits Paraplanner required by this highly regarded Practice to work within the wealth management arm of the business. The Advisors deal with complex financial planning for HNW Private Clients across Investments, Tax and Retirement Planning. Paraplanning duties will include - research report writing valuations client reviews platform work client communications attendance at client meetings input to the advice ...
Employment Type : Full-Time
PARAPLANNER - WOLVERHAMPTON Salary: 35,000 - 45,000 We are currently working with a boutique Financial Planning firm based near Wolverhampton. Seeking a Diploma Qualified Paraplanner to join their close-knit working environment and friendly team due to recent growth of the business. The opportunity entails providing technical support to the Advisors and Directors in informing and advising on financial planning factors as well as utilising suitab...
Employment Type : Full-Time
We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner to join their Exeter office. Our client is a highly reputable Wealth Manager with offices across the UK. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and t...
Employment Type : Full-Time
IFA Paraplanner 39,000 to 46,000 plus benefits Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM. Working in office based or hybrid your role will focus on - technical support assist with compilation of advice report writing research client communications com...
Employment Type : Full-Time
Our client, a privately owned firm who offer independent financial advice to both corporate and private clients is currently looking for a Paraplanner to join their team. The successful candidate will ensure adherence to both the Financial Conduct Authority’s (FCA) and the firm’s internal Training and Competence (T&C) regimes. This critical role involves ensuring that staff have the necessary knowledge, skills, and competences to provide acc...