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
Our clients are a highly successful Chartered Wealth Management firm based in St Albans who require a technical Senior Paraplanner to join the team. They have several offices based in region. Going from strength to strength you will be joining a brilliant small team helping to mentor and train on occassion junior members of the team. They provide independent financial advice, planning and guidance to individuals, as well as supporting corporate ...
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
We working with the Financial Planning arm of a prestigious Investment Management organisation. Our client is a true market leader, they are a national business that have an exceptional reputation. The client works at the top end of the industry dealing exclusively with HNW & UHNW clients. Due to continued organic growth, they now have the requirement for an additional Paraplanner to join them. The client is looking to recruit an experienced...
Employment Type : Full-Time
Our client is a successful boutique financial planning practice based in Oxford. They are a Chartered & fully independent practice that are dedicated to helping individuals achieve their financial goals and life ambitions. With a dynamic team they are committed to building long-lasting relationships with clients and providing them with first class financial planning advice and services. Role Overview This company are seeking an experienced P...
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 is an established, Chartered, Financial Adviser firm based in Chorley who require an experienced Paraplanner or Senior Administrator to join a team of Paraplanners and Financial Advisers. The Paraplanner will work alongside the advisers to discuss the different solutions suitable for the client before implementation. They will compile and recommend comprehensive reports to meet a clients’ overall objectives. Key Skills required: Good ...
Employment Type : Full-Time
Job Title: Paraplanner Location: Norwich Salary: 35,000 - 40,000 REF: 9188 Are you currently a paraplanner that is looking for a business that you will thrive within? Do you want to play a central part in the clients financial planning journey? If so, we’re working with a thriving company with a fantastic culture that is seeking a Paraplanner. Our client is an established Finance firm that stives to offer a high-quality service to HNW/UHNW indiv...
Employment Type : Full-Time
Financial Planning Paraplanner / Investment Research Analyst Salary: 45k DOE Location: Harrogate, North Yorkshire Hours: Monday to Friday - Hybrid Working Opportunities The Client will consider Full Time & Part Time. I am representing a forward-thinking and conscientious company based in Harrogate, that are well established in the financial and investment sectors. This is an excellent opportunity for someone looking for a career in a rewardi...
Employment Type : Full-Time
Paraplanner - Northampton - Up to 40k Our client, with their head office in Northampton, are looking for a paraplanner to help provide technical support for the some of the senior advisors. Within the role this would be technical in such as paraplanning, research, analysing, preparation of new and existing client cashflow, as well as some PA work and office management. What’s needed from you? Previous Experience working within an IFA Paraplannin...