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
Hybrid 35,000 - 45,000pa 25 days annual leave plus additional days between Christmas and New Year Full pension package with 15% employer contributions Flexibility to work from home 2 days a week Supportive and family-oriented culture. The Burford Recruitment Company is pleased to be working with a respected Chartered Financial Adviser firm to find an experienced Paraplanner to join their Oxford-based team. Our client is a family-oriented, Charte...
Employment Type : Full-Time
A national wealth management firm are on the lookout for a diploma qualified Paraplanner to join their busy team. Reporting to the Chester Office, this role will be a home-base contract but with the expectation of being available to visit the office twice a month, and so the successful candidate needs to be commutable to the Chester office. Working directly with 1 Financial Planner and 1 Administrator, responsibilities include; Prepare draft rec...
Employment Type : Full-Time
My client is an Independent Financial Advisory firm based in Harrogate providing Financial Advice to both individuals and businesses surrounding Pensions, Investments, Retirement Planning, Tax, Trusts and Life & Health Insurance. We are seeking an experienced Paraplanner to join the exiting Paraplanning and Administrative teams, specifically you will be responsible for: Providing administrative support in the preparation of non-client facing...
Employment Type : Full-Time
Calling all Paraplanners in and around the South Yorkshire area... We are working with one of the UK's fastest growing IFA businesses - due to that growth they require a further Paraplanner to join their South Yorkshire office.?? You will work closely with Advisers and provide crucial support and client care such as: Conducting research Producing illustrations Report writing Producing analysis of products and panels Working within best advice pr...
Employment Type : Full-Time
We are assisting a bespoke Financial Planning practice based in the Whitney area. They specialise in providing personalised and whole of market financial advice to UHNW clients helping them to achieve their lifelong financial goals. Due to continued referrals from their loyal clients, the business has grown year on year. Up to 45,000 Pension Office closed over Christmas Birthday off Lovely office environment and culture Bonus Exams will be suppo...
Employment Type : Full-Time
Our client is growing the number of financial advisers, so they are seeking additional paraplanners. This is a opportunity for an paraplanner wishing to move firms but also for a paraplanner who wishes to move in to a financial adviser role in the future because our clients supports this level of career development The role is office based with hybrid working flexibility The Role included but not limited to: - Accurately prepare suitability repo...
Employment Type : Full-Time
The Company: Nationally renowned IFA firm with a site in Dinnington looking to add an experienced Paraplanner to their technical support structure in support of two high-performing advisers: Office Location: Dinngton, South Sheffield Hybrid/Home Working: Yes - 3-days office, 2-days WFH Package: 35-37k DOE discretionary bonus and full company benefits Benefits: Pension, 4xDIS, 25-days holiday stats & full study support to Diploma via the CII ...
Employment Type : Full-Time
Are you an experienced Paraplanner and hold a Level 4 Diploma? We've just taken on a rare and exciting opportunity in Bury St Edmunds with our clients who are looking to expand their team with Senior Financial Planner Support. This position will also see the successful individual have the opportunity to work at their other local offices. Working hours: Monday to Friday Hybrid working Flexible working hours...
Employment Type : Full-Time
One of the UK's largest and most successful investment / wealth management firms which specialise in providing true holistic financial advice to HNW & UHNW clients are looking to recruit a paraplanner to work out of their London office (hybrid working available). In this role you will work very closely with financial planners in providing complex wealth management solutions to HNW and UHNW clients, conducting technical research and preparing...