Employment Type : Full-Time
As a Paraplanner at WTW, you will collaborate closely with Advisers to support them in developing comprehensive financial plans for individual clients, covering both pension and non-pension assets. Your primary responsibilities will include producing high-quality reports and assisting the administration team as needed. The Role Drafting compliant suitability reports using templates where applicable. Preparing client portfolio review analysis. Co...
Employment Type : Full-Time
Paraplanner (IFA) - Crawley Salary: 40,000 - 45,000 DOE Great company benefits Hours: Monday - Friday, 9:00 AM - 5:30 PM Location: Crawley (Hybrid working available after training) Perks: Free onsite parking Are you an experienced Level 4 Diploma qualified Paraplanner looking to join a forward-thinking and expanding wealth management organisation? This is an excellent opportunity to work within a modern, professional, and supportive environment,...
Employment Type : Full-Time
Our client, based in West Sussex provides an integrated financial, fully comprehensive wealth management solutions to individuals, business owners and professionals throughout the various stages of life. This is a fantastic opportunity whether it be a lifetime Paraplanner/Technical Administrator or a candidate looking for progression into other areas. They are offering: A competitive salary Working in a relaxed, friendly, modern environment Long...
Employment Type : Full-Time
Paraplanner (IFA) - Worthing Salary: 40,000 - 45,000 DOE Great company benefits Hours: Monday - Friday, 9:00 AM - 5:30 PM Location: Worthing (Hybrid working available after training) Perks: Free onsite parking Are you an experienced Level 4 Diploma qualified Paraplanner looking to join a forward-thinking and expanding wealth management organisation? This is an excellent opportunity to work within a modern, professional, and supportive environmen...
Employment Type : Full-Time
A fantastic opportunity has arisen to join a highly successful firm of Financial Advisors placed in beautiful surrounding just outside of town providing Paraplanning Support. Ideally, they are looking for a paraplanner - but are also open to a junior dependent on ability and current experience - someone who has :- Recent IFA paraplanning experience or for a junior, with strong financial services administration experience Level 4 qualified or evi...
Employment Type : Full-Time
An exciting opportunity has arisen for an experienced Paraplanner to join a highly successful financial planning and wealth management firm. This company has an outstanding reputation for delivering exceptional service to their clients while fostering a supportive, professional, and collaborative working environment. As a Paraplanner, you will play a key role in supporting a high-performing team of Financial Planners. You will be an integral par...
Employment Type : Full-Time
An exciting opportunity has arisen for an experienced Paraplanner to join a highly successful financial planning and wealth management firm. This company has an outstanding reputation for delivering exceptional service to their clients while fostering a supportive, professional, and collaborative working environment. As a Paraplanner, you will play a key role in supporting a high-performing team of Financial Planners. You will be an integral par...
Employment Type : Full-Time
Paraplanner, Telford, Salary up to 45,000 (dependent upon experience), parking and excellent benefits Are you a Telford based Paraplanner looking for your next career move? Are you looking for an opportunity to progress your career within the Financial Services industry? Are you an experienced Paraplanner, not necessarily Diploma qualified right not but happy to be supported with study time and paid exams for the future? Then this could be a fan...
Employment Type : Full-Time
Our client is looking for a talented Paraplanner to join their team. You will be joining an IFA firm based in Central London, offering a competitive salary and benefits package, including hybrid working (2 days in office each week). 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...
Employment Type : Full-Time
Paraplanner Birmingham (North East outskirts of City Centre) 30,000 - 40,000 depending upon experience Are you an experienced Paraplanner who is now considering your next move? Would you like to work in a truly collaborative, technical environment where you are part of the whole process - including full research, bespoke reports and cash flow modelling? Would you like to work for an independent practice where you can use your extensive technical...