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
Role and responsibilities We are recruiting an experienced, high calibre Paraplanner for this award winning financial planning who are looking or a paraplanner. They require someone who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability reports. The role will report to a paraplanning team leader, and the key areas of responsibility are as follows: ...
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. Role Overview As a Paraplanner , you will play a pivotal role in collaborating with the Financial Advisers, ensu...
Employment Type : Full-Time
LOCATION: Swindon / Marlborough SALARY: 30,000 - 35,000 JOB TYPE: Permanent Monday to Friday The key duties of the role are: Writing Financial Planning Reports that our Planners present to clients. Supporting the Planners by conducting research on products and helping find the right solutions for our clients. Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries. Arra...
Employment Type : Full-Time
Paraplanner Bradford c. 50,000 package Our client is an expanding professional Financial Services firm with a wealth of experience in providing fully independent advice on pensions, investments, tax and wealth management for individuals and businesses. As a company they very much pride themselves in offering an expert and personal service for their clients. Main Duties: You will be working alongside another paraplanner and providing full parapla...
Employment Type : Full-Time
Paraplanner York c. 50,000 package Our client is an expanding professional Financial Services firm with a wealth of experience in providing fully independent advice on pensions, investments, tax and wealth management for individuals and businesses. As a company they very much pride themselves in offering an expert and personal service for their clients. Main Duties: You will be working alongside another paraplanner and providing full paraplannin...
Employment Type : Full-Time
Paraplanner York c. 40,000 plus benefits and excellent annual bonus scheme Our client is an expanding professional Financial Services firm with a wealth of experience in providing fully independent advice on pensions, investments, tax and wealth management for individuals and businesses. As a company they very much pride themselves in offering an expert and personal service for their clients. Main Duties: You will be working alongside another pa...
Employment Type : Full-Time
We are currently recruiting for a Paraplanner that has circa 1 years plus experience in a similar role, for a long-standing Tyne and Wear based client. 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 business enquiries. They offer a straightforward ...
Employment Type : Full-Time
Position: Paraplanner Location: South Hampstead, London (Hybrid) Salary: 30,000 - 40,000, depending on experience This company is a rapidly expanding group of companies, with this role based in the South Hampstead, London office. They are a dynamic and growing financial planning firm and pride themselves on providing high-quality, tailored financial advice to their diverse client base. As they continue to expand, the business are seeking a motiv...
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice in Northhampton 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 sta...